Observed Signal · Jan 16, 2020 · Policy Update · Source: OnlineMarketing.de · Impact: 5/5 · Sentiment: Negative
Chrome blocks third-party cookies? Criteo stock plunges
Google announced plans to end support for third-party cookies in Chrome within two years, starting with more complex labeling in February and moving toward full deprecation. This SameSite update has already impacted the adtech sector, with French AdTech company Criteo's stock dropping to $13.68 per share, a 52-week low; it had previously recovered to $15.29. Google noted that a new solution is being developed to balance publishers', users', and advertisers' needs, and that workarounds exist. Criteo focuses on partnering with e-commerce companies to enhance online advertising, and cautioned that the end of third-party cookies could mean a substantial hit for advertisers. The article also notes that browser updates are not uncommon and that there may be tools to mitigate the impact, though the shift represents a meaningful change for ad targeting on the open web.
Policy Update from Google affecting third-party cookies in Chrome; high industry impact.
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Key Takeaways & Evidence Grounding
- Google announced the planned end of third-party cookies support in Chrome within two years, with February labeling changes to begin the process.
- Criteo stock fell to $13.68 per share, a 52-week low, after Google's announcement.
- Prior to the drop, Criteo had recovered to $15.29 per share.
- Google stated there is ongoing work to develop a solution for publishers, users, and advertisers, and mentioned potential workarounds.
- Criteo is a French Ad-Tech company that collaborates with e-commerce firms to improve online advertising.
Connected Companies & Entities
3 Entities mappedOntology Mapping & Concepts
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
GreenCore Solutions Opens London Office for A2A-Grocery Agentic Commerce
GreenCore Solutions Corp. (GSC) announced the opening of a sales office in London, UK, under a new entity, GreenCore Solutions (UK), to support its agentic commerce hub, A2A-Grocery.co.uk. The company introduced its 0-100 Agentic Density Scale, indicating that the UK and Europe account for 84% of grocery makers, while the USA accounts for only 16%. GSC's AI agents have processed 100 million transactions year-to-date, with 40% from Europe, 20% from the USA, and 40% from the rest of the world. The London office aims to connect European makers with AI agents buying for grocery retailers across 20 markets. GSC operates on Microsoft Azure and Google Cloud Enterprise, with data residency in each market.
Google's $10M Bid for Spirit Airlines Data for AI Training
Google has won a bankruptcy auction with a $10 million bid to acquire Spirit Airlines' internal business data, including emails, Microsoft Teams messages, spreadsheets, and other records, for AI training and product development. The purchase, pending court approval, highlights the growing value of corporate data as training material for AI systems. The article, however, is primarily an opinion piece reflecting on the meaning of work and the implications of AI on human productivity. It does not provide additional factual details about the deal, such as the timeline for court approval or specific terms. The article also promotes the author's newsletter and MCP server, which are not related to the core news event.
Google launches unified agentic AI for Gemini
At a Google Cloud event on Thursday, Google announced it is bringing agentic AI to its Gemini assistant, launching a unified agent that can autonomously plan and execute tasks on behalf of users. Aimed initially at businesses, the agent can connect to internal systems and external tools, use custom skills, and even choose from third-party models like Anthropic's Claude. It will have its own Workspace account with an email address, and will write its own audit trail. Early testers include On, Shopify, and PayPal. Gemini has over 1 billion monthly active users, and nearly 90% of Fortune 100 companies use Gemini Enterprise.
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