EP257 - Cookies, IDFA, and Commerce Deep Dive Changes in mobile tracking (IDFA), and browser tracking (third party cookies) are likely to disrupt digital commerce. Here is everything you need to know. Background Privacy Law Changes California Consumer Privacy Act of 2020 (CPRA) California Consumer Privacy Act of 2018 (CCPA) EU General Data Protection Regulation (GDPR) Third Party Cookies Safari (19% share) 3P cookies blocked as of March 2020 Firefox (4% share) 3P blocked as of Sept 2019 Chrome (64% share) will block 3P January 2022 Mobile Tracking (Digital License Plates for Mobile Users) Apple Identifier for Advertisers (IDFA) – Goes from Opt Out to Opt In Q1 2021 Google Play Services ID for Android (GPS ADID) – Still Opt Out Use Cases that are impacted by IDFA/3P changes Audience Activation and Retargeting Frequency Capping and Suppression Media Attribution Audience Insights and Segmentation Personalization Alternative Solutions 1P Walled Gardens (Facebook, Google, Amazon) Real ID Systems (Trade Desk, Liveramp, Epsilon) Clean Rooms Cohorts – Google Privacy Sandbox: FloC (Federated Learning of Cohorts) Impacted Businesses Google – Biggest winner, built a business based on relaxed privacy standards, now pulling the ladder up behind them Apple – See Google, but with a smaller share of browser market Facebook – Lose ground to Google/Apple but gain on everyone else Amazon – Winner. Forcing more ad dollars to Amazon walled garden Shopify – Loser. Forcing Facebook to capture more commerce instead of referring to Shopify sites. Publishers – Loser. Harder to make ad model work Other Retailers – Loser for customer