• How will Google's generative AI, Bard, compete with Microsoft’s implementation of ChatGPT
• How likely is share to shift between the two search platforms, and what is the long-term outlook for generative AI search
• View on adtech partners such as LiveRamp, CDPs, data clean rooms, etc.
• Outlook for paid media spend across Facebook, Snapchat, Twitter, Pinterest, Roku & other platforms - which publishers are likely to gain/lose a share of ad budgets going forward
• How are total billings trending in 1Q'23, and what are the expectations for the quarter
• Which media types over and under-indexed relative to budget share, and what is driving that decision-making
• Velocity of spending beat or missed beginning-of-quarter expectations
• Estimate for aggregated 2023 paid media velocity and how are macro headwinds impacting budget funding decisions
• Directional outlook for 2023 budgets
• View on Google's o&o. Do you believe they are positioned to capture incremental budget over the next 6-12 months? What will be the biggest driver of growth – search vs. core YouTube vs. YT Shorts?
• Meta Platforms (META)
• Pinterest Inc (PINS)
• Snapchat (SNAP)
• Tiktok
• Executive Vice President - Integrated Planning at IPG