Criteo vs InMobi

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.

8-K Financial Filing Analysis for Criteo (2026-08-05)

On August 5, 2026, Criteo S.A. (Luxembourg) entered into an Agreement and Plan of Merger and Common Draft Terms of Cross-Border Merger with its wholly owned Delaware subsidiary, Criteo Holdings, Inc. Under the terms of the agreement, Criteo S.A. will merge with and into Criteo Holdings, Inc. (the "U.S. Merger"), with Criteo Holdings surviving as the ultimate parent company, effectively redomiciling the group to the United States. The transaction is scheduled to take effect at 12:00:01 a.m. New York City time on January 1, 2027. Upon closing, each issued and outstanding ordinary share of Criteo S.A. will be exchanged on a 1:1 basis for common stock of Criteo Holdings, Inc., and existing equity award plans will be converted into corresponding U.S. Criteo awards on equivalent terms. The redomiciliation is subject to customary closing conditions, including Criteo S.A. shareholder approval, Form S-4 registration effectiveness with the SEC, U.S. stock exchange listing approval, and cross-border regulatory clearances.

• Criteo S.A. signed a merger agreement to redomicile from Luxembourg to Delaware via a merger into Criteo Holdings, Inc., targeted to take effect on January 1, 2027.
• Shareholders will receive shares of Criteo Holdings, Inc. common stock on a 1:1 exchange ratio for each ordinary share of Criteo S.A. held.
• The transaction is subject to shareholder approval, SEC Form S-4 effectiveness, and listing approval on a recognized U.S. securities exchange.

InMobi Launches Conversational AI Agent for Buyers

InMobi Advertising announced a conversational AI agent integrated into its self-serve deal platform, Buyer Hub, to help media buyers discover inventory, build deals, and optimize campaigns using natural language. Buyer Hub is now open to agencies and managed-service DSPs, offering role-based access controls, inventory discovery, self-serve reporting, and Deals Forecasting. The launch follows InMobi’s partnership with Scope3, which made premium CTV and mobile in-app supply — including Glance — available to AI-powered buying agents on Scope3 Interchange. InMobi positions the agent to speed up workflows while keeping traders in control, and agencies will access Buyer Hub through sales-assisted onboarding.

• InMobi Advertising launched a conversational AI agent powered by InMobi’s unified intelligence layer on its Buyer Hub platform.
• Buyer Hub is now open to agencies and managed-service DSPs, offering role-based access control, inventory discovery, self-serve reporting, and Deals Forecasting.
• The launch follows InMobi’s partnership with Scope3, which opened premium CTV and mobile in-app supply, including Glance, to AI-powered buying agents on Scope3 Interchange.

Android SDKs may leak users' precise location to advertisers

The Electronic Frontier Foundation (EFF) analyzed Android apps and found many third‑party advertising SDKs automatically inherit host app GPS permissions and, by default, capture and transmit precise location coordinates to ad networks and data brokers—often via real‑time auctions. Using network-traffic analysis and tools such as Exodus Privacy, researchers observed exact geographic coordinates being sent and named vendors including InMobi and Huawei. The report identified apps with a combined 60 million downloads and notes SDK providers claim reach across billions of users via tens of thousands of apps. Play Store privacy disclosures frequently fail to reveal this third‑party sharing, and developers may be unaware because disabling SDKs' default collection requires explicit code changes and documentation is unclear. EFF warns these sold location datasets pose serious privacy risks and calls for better developer practices and regulatory safeguards.

• EFF's technical analysis found many ad SDKs inherit app GPS permissions and by default capture and transmit precise location coordinates.
• Researchers used network-traffic analysis and tools like Exodus Privacy and observed exact coordinates sent to vendors including InMobi and Huawei.
• The investigation identified apps with a combined 60 million downloads and notes SDK providers claim reach across billions of users via tens of thousands of apps.