Klaviyo reported $370.6 million for the quarter ended June 30, 2026, and Braze $227.2 million for the quarter ended July 31. Both say AI agents are driving adoption.
The market for messaging and customer-data platforms is growing at a similar rate for a specialist in e-commerce (Klaviyo) and one aimed at larger brands across channels (Braze), which gives buyers a benchmark.
At Google Marketing Live on May 20, 2026, Google announced new ad formats for AI answers in Search, a Gemini agent that spans its advertising and analytics tools, and marketing mix modeling inside Analytics 360.
More of campaign setup, bidding and measurement is being delegated to Google's AI, so advertisers need their own checks on what it does and what it reports.
Publicis Groupe agreed on May 17, 2026 to acquire LiveRamp for $38.50 a share in cash. LiveRamp's shareholders approved on August 17; Publicis says LiveRamp will stay neutral.
LiveRamp's identity and clean-room products are used by advertisers, publishers and agencies, including competitors of Publicis, so ownership affects trust in the data collaboration they share.
Yext signed a definitive agreement to buy Flamel.ai, which runs localized ad campaigns across Google, Meta and ChatGPT. Closing is expected by January 31, 2027.
It connects organic local visibility (listings, search presence) with paid campaigns, including the new ChatGPT ad channel, in one platform for multi-location brands.
It is an attempt to rebuild marketing automation around AI reasoning, led by someone who helped define the category, and its pricing model breaks from database-size pricing.
Linking ad exposure to store visits and purchases is a central measurement problem. Owning the underlying place and visit data gives Infillion a stronger measurement asset.
Search campaigns that rely on dynamic ad generation will be changed whether advertisers act or not, and reporting for the new setup is still being built.
AEO, also called GEO, is the work of making sure AI assistants describe your brand accurately. What it is, how it is measured, and what to be careful about.
Marketers should not redesign consent flows around a proposal that is not law and may change, but they should expect pressure toward simpler consent and browser-level signals.
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