Facebook -- having taken out full-page ads in the NYT, Washington Post, and WSJ -- is generally seen as the primary victim of the new app privacy controls coming in iOS14. But Google is perhaps even more vulnerable to ATT. Why has Google remained silent? (1/X)

2/ First, background: here's a high-level overview of how ATT / IDFA deprecation impacts advertisers and ad networks, and why this whole ordeal has put advertisers and ad networks into a state of panic:

3/ Google is equally as susceptible to harm from ATT as Facebook. Google's UAC product -- esp its tROAS and tCPA campaign objectives -- relies as much on IDFA-indexed monetization and engagement data as FB's mobile product does. But Google has one big weakness wrt ATT: YouTube

4/ Broadly, view-through attribution accounts for a disproportionate % of conversions from YouTube app install impressions. This means: user sees the YT ad, doesnt click, downloads app later, & Google is able to claim it by reconciling IDFA seen at impression to IDFA seen in app

5/ View-through attribution is nonexistent in the ATT paradigm as it relies on the IDFA; some significant portion of YT's attributed conversions will evaporate. So why isnt Google vocally opposing ATT? Two reasons: consumer optics and its duality as ad network / mobile platform