Invite: Expert Access: Barclays: Everything you ever wanted to know about the Publicis-Live Ramp deal but were too afraid to ask

研报英文原文证据摘录

Invite: Expert Access: Barclays: Everything you ever wanted to know about the Publicis-Live Ramp deal but were too afraid to ask

give Publicis they didn't have before, 2) What is the potential risk of client losses given a

(perceived) loss of indepdenence, and 3) How quickly can the compeition catch up and

develop similar capabilities? More importantly, this is your chance to ask questions and

hear directly from an industry expert.

Latest Research

LiveRamp = 1-2% accretion + some optionality (19/05/26) Deal is 1-2% accretive when

removing already planned M&A and could enable Publicis to continue to grow 4-5%

organically if they get agentic transformation sales. Conversely, LRamp loss of

independence could impact top line. As price paid is reasonable, seems like a sensible deal

to us.

Meet the Speaker

Mathieu Roche is the co‑founder and CEO of ID5, a London‑based adtech company. He

founded the business in 2017 to address the industry’s need for a shared,

privacy‑compliant identity solution as third‑party cookies decline. He is a seasoned adtech

executive with roughly two decades of experience in programmatic advertising, digital

identity and data.

ID5 is an advertising technology company that provides a universal identity solution for

digital advertising, designed to replace or complement third‑party cookies. Its core

product, the “ID5 ID”, is an encrypted, privacy‑compliant identifier that allows publishers,

advertisers and adtech platforms to recognise users across devices and channels without

relying on cookies. The platform connects data from different sources into a unified

identity framework (often called an identity graph), enabling targeting, measurement and

frequency control while respecting user consent and regulations like GDPR. ID5 is a