Nov. 7, 2025

Episode 147: Mathieu Roche on the TrueData Acquisition and the Modern Market for Identity

Episode 147: Mathieu Roche on the TrueData Acquisition and the Modern Market for Identity

Ari Paparo and Eric Franchi are joined by Mathieu Roche, CEO of ID5, to discuss the recent acquisition of TrueData and its implications for the identity market. They explore the integration of identity graphs and IDs, the challenges of maintaining privacy and data security, and the evolving landscape of identity solutions. The conversation also touches on the importance of match rates, the role of identity in advertising, and the future of identity technology.

Takeaways

  • ID5's acquisition of TrueData aims to enhance identity solutions by integrating identity graphs with IDs.
  • The acquisition increases ID5's staff and revenue by 30-40%, marking a significant expansion.
  • ID5 focuses on making devices addressable and recognizable over time, enhancing match rates.
  • TrueData specializes in connecting data at the user and household level, acting as a 'Rosetta Stone' for identity.
  • The integration of ID5 and TrueData offers a unique end-to-end identity solution for clients.
  • Identity is crucial for targeting, optimization, frequency capping, and measurement in advertising.
  • The debate between deterministic and probabilistic identity solutions continues, with trade-offs in scale and precision.
  • ID5's global presence and strong match rates provide a competitive edge in the identity market.
  • The acquisition process involved extensive due diligence, highlighting the complexity of transatlantic deals.
  • The future of identity technology involves balancing privacy concerns with the need for effective data solutions.

Chapters

00:11 Introduction and Guest Welcome

03:42 ID5's Acquisition of TrueData

09:56 Identity Graphs and Device IDs

13:33 AI's Role in Advertising

29:49 The US Market and Global Scale

50:19 Deterministic vs. Probabilistic Solutions

57:23 Future of Identity in Ad Tech

 

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