I’ve just wrapped up a slightly over-scheduled (and very hot) week in Cannes. Unsurprisingly, the Croisette was buzzing with talk of AI, creative automation, and the ongoing evolution of supply-side curation. But amid the excellent French coffee, a few too many glasses of rosé, and the high-gloss adtech brand activations, something else stood out; something I hadn’t anticipated.
Across the roughly 20 meetings scheduled on my calendar, we frequently covered the industry’s latest challenges with identity signal loss and evolving regulation. But in contrast to last year’s tone, privacy and data protection weren’t discussed as obstacles—rather, they emerged as clear strategic assets.
Yes … privacy and data protection as competitive differentiators.
Differentiation for quality ad environments
Let me rewind the tape to last June when it felt like every conversation about audience data was filtered through the lens of one company: Google. The industry’s attention was squarely focused on the slow-motion rollout of the Privacy Sandbox, and whether Google would hold the line on deprecating Chrome third-party cookies. Nearly every panel, rooftop gathering and one-to-one conversation on the topic included some version of the same question: “What’s Google going to do next … and when?”
This year, that question simply never came up.
In fact, I don’t think I heard the word Google mentioned once in conversations about identity or audience strategy. Its absence was striking.
Instead, conversations at Cannes 2025 felt more grounded—and far more strategic. Across discussions with agency leaders, publishers, data providers, and adtech colleagues, the talk shifted away from obstacles, workarounds, and Google toward the premium asset value of audience data.
Privacy shifts from constraint to catalyst
These are ideas we’ve been championing for years (and one I recently wrote about after returning from the NAI conference in May). However, it was genuinely energizing to hear the shifting tone echoed so broadly and confidently by others.
I spoke with several agency executives who described consumer data not as a privacy checkbox, but as a strategic asset. I talked with a half-dozen publishers who have recognized that freely sharing audience data contributes to the commoditization of their inventory. These media executives are becoming more assertive about protecting the proprietary value of the data they’ve earned through audience relationships.
There was also a noticeable shift in language. Words like “value,” “differentiation,” and “trust” popped up frequently, emphasizing competitive differentiation for advertisers and publishers with deep consumer insights. I also heard a clearer commitment to treating consumer data respectfully and responsibly. Thematically, the tone on data protection has shifted significantly over the past year—from seeing it primarily as a compliance issue, toward embracing it as a recognized competitive advantage.
Signal loss and the long view
That’s not to say the challenges are solved. Far from it. Signal loss continues to reshape how we think about audience targeting, measurement, and optimization. The new class of AI, for all its promise, still needs clean, compliant, insightful data to generate meaningful outcomes. In fact, as more of the industry embraces and implements AI, it’ll be the data that differentiates, not the AI models themselves.
This year in Cannes, the conversations felt like the industry was thinking long-term. The industry is recognizing that sustainable growth hinges on building robust systems founded on trust.
This evolution also aligns with our core belief that performance and privacy don’t have to be at odds. In our experience, the most performant systems are often those that respect the data they use—because respect fosters trust, and trust ultimately unlocks deeper access to meaningful consumer data.
The conversations I had at Cannes reinforced that we’re not alone in this thinking. More and more, it seems, the market is rewarding those who take data stewardship seriously. It’s not just in rhetoric, but in architecture. In short, data is finally being treated as the strategic differentiator it’s always had the potential to be.
That’s a big change from last year. And frankly, a welcome one.
Cannes will always be a place for splashy activations and creative showcases. But for those of us focused on the plumbing behind performance—on the systems, safeguards, and signals that actually make modern advertising work—it was reassuring to hear a new tone. Less fear. Less dependence. More conviction. More ownership.
If last year was about reacting to Google, this year was about reclaiming the narrative. If this shift continues, we’ll have finally entered an era where privacy isn’t a burden—it’s a genuine brand asset.