
"Judge Amit Mehta ruled on Tuesday that Google must share search results and some other data with "qualified competitors," meaning other rival search companies. But Judge Mehta did not rule that Google must sell off its Chrome browser, which the Department of Justice had requested as a remedy for Google's anticompetitive behavior in the search market. Google also doesn't have to sell its Android operating system."
"Foreign Agents Publicis has outperformed other agency holdcos largely because of the tech and data businesses it's acquired, which themselves have large agency clients. Also, the combination of Epsilon's brand-side data brokerage and supply-side ad tech means it, in theory, has intriguing info on what media and audiences other agency clients are targeting. That data would - again, highly theoretically - be quite useful to Publicis for RFPs."
Judge Amit Mehta ruled that Google must share search results and some other data with qualified competitors, but did not require divestiture of Chrome or Android. Additional remedies in related DOJ ad tech antitrust litigation remain pending, and a separate state-led ad tech case is paused. Publicis' outperformance among agency holding companies stems from acquisitions in tech and data, notably Epsilon, whose combination of brand-side data brokerage and supply-side ad tech yields insights useful for RFPs. Agency buyers lack visibility into programmatic spending flows. Perplexity pursued an advertising strategy and hired Taz Patel, but its ad business failed to scale.
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