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Unity Software (NYSE:U) are three more that could win from the end of user activity tracking.
1. Digital Turbine: A direct relationship with device manufacturers
Devices like smartphones, tablets, and smart TVs are becoming a new type of digital retail ecosystem. Device manufacturers are a gateway to eyeballs, and thus a coveted distribution medium for advertisers and app developers. Digital Turbine has a direct relationship with over 40 mobile operators and device manufacturers (most of them utilizing Android), providing an outlet for ads and apps to get directly on a device and in front of the consumer.
To be fair, if individual app activity tracking does die off, it could hurt Digital Turbine in the short-term. After all, more granular data on individuals is highly coveted and fetches premium pricing. But that doesn t mean all activity tracking will go away. Digital Turbine can still help marketing teams make informed decisions on broad-based demand and get premium placement