Criteo vs Delta Projects

German consumers prefer AI advice over AI advertising

A new study by Criteo, based on commerce data from hundreds of CPG brands and a survey of over 6,300 consumers across six markets, reveals that ChatGPT is increasingly driving traffic to product pages, with its share of entries averaging 60% higher than traditional search engines from January to July. In July, 86% of these clients recorded at least one transaction mediated by ChatGPT. However, German consumers are hesitant about automated reordering, with 39% rejecting AI assistants for this task, compared to a 32% average across markets. A separate survey by Censuswide for Verve among 2,000 German adults found that about two-thirds are open to purchasing based on AI chatbot recommendations, especially for travel, food, and fashion. Yet, reactions to AI-generated ads are polarized: 35% lose trust in the brand, while about 19% view such ads more positively. Younger consumers (18-24) are more critical, with 45% losing trust, but 30% responding positively.

• Criteo's CPG Pulse 2026 found that ChatGPT's share of product page entries averaged 60% higher than traditional search engines from January to July.
• In July, 86% of Criteo's CPG clients recorded at least one transaction mediated by ChatGPT.
• 39% of German consumers would not allow an AI assistant to automatically reorder everyday products, exceeding the 32% average across six markets.

Criteo SSP Recognized by Frost & Sullivan for Commerce Media Innovation

Criteo's SSP has been recognized by Frost & Sullivan for innovation in commerce media, as announced in a new press release dated October 5, 2026.

OpenAI's Path to $25B Ad Revenue: Five Key Hurdles

OpenAI's advertising business, launched seven months ago, is reportedly achieving a $1 billion annualized revenue run rate, with projections of $25 billion in ad revenue by end of this year and $100 billion by 2030. However, advertisers cite significant barriers to scaling spend beyond test budgets. Key challenges include inadequate measurement and attribution, rigid contract terms causing data and liability concerns, insufficient inventory, and the need to expand the advertiser base to include SMBs via integrations like Shopify. To support this growth, OpenAI is partnering with ad tech firms like Criteo and Kargo to broaden reach. Infrastructure development is also critical to meet demand. Industry observers note that OpenAI must address these issues to compete with established platforms like Google and Meta, especially given rising AI safety and privacy concerns.

• OpenAI's ad business has reached a $1 billion annualized revenue run rate seven months after launch.
• OpenAI projects $25 billion in ad revenue by end of this year and $100 billion by 2030.
• Advertisers report insufficient inventory to spend committed budgets.