The rollout of AppTrackingTransparency (ATT) in iOS 14.5 effectively deprecated the primary way publishers and advertisers track users on iOS and changed how the mobile ad industry approaches monetization and measurement.
Larger platforms’ core businesses are less affected—and some even benefit from the changes. Google and Amazon have treasure troves of first-party data and incredible reach. Because they don’t rely on tracking users across apps, they can largely guarantee the same level of granularity as before Apple’s Identifier for Advertisers (IDFA), which is raising costs on those platforms.
It’s a bit more complicated for platforms like Meta. On one hand, it did rely heavily on the IDFA for its off-platform Meta Audience Network, and the ATT changes are hurting that segment’s revenues. On the other hand, its core business benefits from the same wealth of first-party data as Google and Amazon. CPMs—the cost of a thousand impressions—on core Facebook grew a whopping 66% from Q4 2020 to Q4 2021, even as impressions decreased 22% over the same period, according to data provided by performance marketing agency Tinuiti.