Martech financing dropped substantially in the second quarter of 2022, according to this LUMA analysis. The number of merger and acquisition transactions fell slightly compared with the previous quarter (41 vs 45) but deals over $100 million were down 50%. Stock prices for public martech firms fell 35%, which is even worse than the 22% drop in NASDAQ as a whole. Lots of details and reference data here if you want it.
This Ad-Lib study also finds that marketers hope better creative can overcome privacy constraints. Scaling up creative capability was the most commonly cited opportunity for improving return on advertising, while greater creative “acumen” came in second. Opportunity notwithstanding, actual plans for adapting to cookie loss placed leveraging data (52%) and developing alternative ad channels (33%) ahead of generating more relevant creative (32%) or investing more with platforms like Google, Meta, and Amazon (25%).
When public markets pull back, private investors often step in to scoop up perceived bargains. Private equity firm Clearhaven Partners just did that, spending something over $100 million for a majority stake in video creation and personalization platform SundaySky. Sunday Sky just published a study showing how marketers struggle to create videos the old-fashioned way.
Tealium has launched a suite of solutions aimed at powering AI models with rich, filtered and consented data. Tealium for AI uses existing Tealium features to support AI applications with specialized integrations, partnerships, configurations, and attributes.