Criteo vs Taboola

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.

Pomerantz Probes Criteo Over Securities Fraud Claims

Pomerantz LLP has launched an investigation into Criteo S.A. on behalf of investors, focusing on potential securities fraud or unlawful business practices by the company and certain officers. The probe follows Criteo's Q2 2026 earnings report on August 5, 2026, which revealed an 11% year-over-year revenue decline, a 49% drop in net income, and a CFO change. The stock plummeted 23.88% on the news. Pomerantz encourages affected investors to contact the firm for potential class action involvement.

• Pomerantz LLP is investigating Criteo S.A. for possible securities fraud.
• Criteo's Q2 2026 revenue declined 11% year-over-year.
• Criteo's net income dropped 49% versus the same period.

AdExchanger Podcast: Infillion-Foursquare, Taboola-Dianomi, WarnerMount Merger

This AdExchanger podcast episode discusses two ad tech acquisitions from last Friday: Infillion's acquisition of Foursquare, adding location data to its ad tech stack, and Taboola's acquisition of Dianomi, targeting the finance vertical. Editor-in-Chief Allison Schiff provides rationale and potential synergies. The episode also covers the Warner Bros.-Paramount merger, now dubbed 'WarnerMount', as the major antitrust hurdle was resolved when California and 11 other states settled their lawsuit. Paramount had threatened to leave California, which pressured the settlement. A new legal challenge emerged but is seen as less formidable. The discussion highlights the strategic moves in ad tech consolidation and the significant regulatory scrutiny on major media mergers.

• Infillion acquired Foursquare, adding location data to its ad tech stack.
• Taboola made an offer to acquire ad network Dianomi to target the finance vertical.
• California and 11 other states settled an antitrust lawsuit against the Warner Bros.-Paramount merger.

PolyAI, Taboola, Contentful, Docusign Win 2026 Digiday Tech Awards

The 2026 Digiday Technology Awards recognized companies leveraging AI and automation to enhance personalized experiences, targeting, and performance. PolyAI won Best AI Tool for its agentic dialog platform, which powers SafeRide Health's AI agent 'Steven', reducing speak-to-human rates from 55% to 2%. Taboola's Adam Singolda was named Technology Founder of the Year for launching DeeperDive, a conversational AI platform for publishers. Contentful and Docusign won Best Personalization & A/B Testing Platform, with Docusign using Contentful Personalization to launch tailored homepages across 20 audience segments, reaching 6.19 million monthly active profiles by March 2026. The awards span categories like affiliate marketing, agentic AI, CDPs, and clean rooms.

• PolyAI won Best AI Tool for its agentic dialog platform, with SafeRide Health's AI agent 'Steven' managing 80% of inbound calls.
• Adam Singolda, founder and CEO of Taboola, was named Technology Founder of the Year for DeeperDive.
• DeeperDive generates nearly three times more revenue per user for publishers.

Taboola Launches Realize ID

Taboola has launched Realize ID, a new cookieless identity solution for the open web, announced on September 23, 2026. The solution unifies usage, advertising, and conversion signals from its ecosystem to predict purchase intent, integrating data from publisher and advertiser activities such as content consumption, search terms, ad interactions, and conversions. Realize ID supports hashed email addresses from CRMs, custom identifiers, and over 15 data platform integrations, with clean room matching planned. This launch is part of Taboola's strategy to expand from native advertising to performance display, following its platform launch and opening to external AI applications. The open web identity market remains fragmented with competitors like NetID, Utiq, ID5, EUID, and Ramp ID.

• Taboola launched Realize ID, a cookieless identity solution for the open web, on September 23, 2026.
• Realize ID combines usage, ad, and conversion signals to predict purchase intent.
• Supports hashed email addresses, custom identifiers, and over 15 data platform integrations.