I agree that this seems predicated on growing ad revenue:
1. strangle the effectiveness of FB/Google targeting and MMP attribution by removing IDFA
2. Build out ASA to fill the targeting void, which can be done via AppleID
3. Search Ads becomes more effective and useful, growing value
This is a pretty dicey strategy from an antitrust perspective, but the separation of the opt-in for tracking, and the focus on growing service revenue, suggests to me it’s the direction Apple is going
This is a pretty dicey strategy from an antitrust perspective, but the separation of the opt-in for tracking, and the focus on growing service revenue, suggests to me it’s the direction Apple is going