Woodside Capital says AI-driven consolidation shifts digital ad buyers toward end-to-end “control points”
PUBT·- Woodside Capital Partners reported that AI integration is driving a structural shift in digital advertising toward end-to-end control points. - July saw accelerated market consolidation, highlighted by Fox acquiring Roku for USD 22 billion and Walmart purchasing Vibe for USD 1.4 billion. - Although overall M&A volume declined, AI-native challengers like Profound and Nexad raised capital to position themselves as potential future targets.