Advertising

Google wants Australian publishers to wait two more years for AdX fix

Google and the DOJ's joint filing to Judge Brinkema sets equal auction terms for rival ad servers but leaves the Prebid deadline, 180 days or 12 months, and a 24-month overseas delay in dispute; Nine says Direct Pay partners grew revenue 49 per cent.

6 min read
Photomontage of a giant auctioneer's gavel coming down on an auction block crowded with tiny bidders holding blank paddles, on green
Illustration: Prompt the Market
By Xaviery Malinao · 2026-10-06

TLDR

Google and the DOJ filed a joint 41-page proposed final judgment on 2 October 2026, agreeing that AdX must accept rival bids on equal terms, but four disputes including the integration timeline and global scope go back to Judge Brinkema. A 24-month international carve-out, if granted, would keep Australian publishers outside the remedies until late 2028.

KEY TAKEAWAYS

01AdX must accept real-time bids from rival ad servers on equal terms, both sides agreed on this core requirement.
02The DOJ wants the Prebid connection built within 180 days; Google's proposal allows 12 months, a six-month gap.
03A 24-month international grace period, if Brinkema grants it, delays Australian access to remedies until late 2028.
04Nine's Julia Edwards says partners on Direct Pay Open Bidding generated 49 per cent revenue growth and 41 per cent more impressions year on year.
05US$1.72 billion in publishers' class-action damages, before trebling, survived Google's summary-judgment bid on 30 September 2026.

What both sides agreed to file

On 2 October 2026, Google and the US Department of Justice filed a joint 41-page proposed final judgment in the Eastern District of Virginia, following Judge Leonie Brinkema's September remedies ruling, AdExchanger reported on 5 October.[1] Both sides confirmed the same core architecture: AdX must submit real-time bids to non-Google publisher ad servers on exactly the same terms it offers to DoubleClick for Publishers (DFP), Google's own ad-serving platform.[2]

The DOJ's 16 September press release said the remedies require Google to integrate AdX with Prebid, the open-source header bidding wrapper used by publishers globally, and to establish a six-year monitor and technical committee to check compliance. Associate Attorney General Stanley E. Woodward Jr. said the ruling was "a significant victory for this Department's efforts to protect and restore competition."[2] Preferential bidding by Google Ads into AdX, and first-look or last-look advantages inside DFP, are both prohibited under the agreed terms.

Four disputes still before Brinkema

Agreement on architecture did not produce agreement on everything. Four contested questions go back to Brinkema, with the integration timeline the sharpest of them. The DOJ's proposed judgment requires Google to build the Prebid application programming interface (API), the technical connection through which rival bids flow, within 180 calendar days of the order taking effect.[3] Google's competing proposal sets the same deadline at 12 months from the effective date.[4]

The other open disputes cover monitoring scope, compliance processes and, most consequentially for publishers outside the United States, whether the remedies apply globally from day one or only after a 24-month grace period.

The Australian read: 24 months is the number to watch

Google holds close to 90 per cent of the publisher ad-server market, according to Julia Edwards, director of programmatic sales at Nine, writing in Mediaweek on 6 October.[5] That concentration means the remedies' geographic scope determines when a local publisher can realistically expect to benefit. If Brinkema grants Google's 24-month international carve-out, Australian publishers sit outside the enforceable remedy framework until late 2028, nearly two years after a US publisher could begin using an open, non-discriminatory AdX connection.

Edwards put a dollar figure on what that delay costs. She wrote that "every 1% of global market share shifting to an independent player could potentially generate $50M-75M in incremental revenue".[5] Nine's own numbers give that estimate a concrete anchor: after moving to Direct Pay Open Bidding, Edwards wrote, updated partners generated 49 per cent year-on-year revenue growth and a 41 per cent rise in impression volume.[5]

The six-month gap between the DOJ's 180-day deadline and Google's 12-month proposal carries a direct cost for Australian publishers still waiting for the remedy to take effect. The 24-month international grace period, if granted, extends that window to four years from today.

Parallel pressure from New York

On 30 September 2026, Judge P. Kevin Castel of the US District Court for the Southern District of New York denied Google's motion for summary judgment in the publishers' class action, preserving aggregate damages estimated at US$1.72 billion through 31 March 2024, before trebling under US antitrust law, which could push maximum exposure to US$5.16 billion.[6] That ruling, one day before the joint proposed judgment landed, adds a separate financial pressure alongside the Virginia remedies fight.

Brinkema now has two competing timelines on her desk: the DOJ's 180-day Prebid deadline and Google's 12-month alternative, along with the global-scope question that determines whether Australian publishers wait months or years. The parties filed on 2 October; the next move belongs to the court.

This article contains analysis and commentary on market conditions. It does not constitute financial, investment, or professional advice. Past performance is not indicative of future results. Always consult a qualified adviser before making financial decisions.

FREQUENTLY ASKED QUESTIONS

What did both Google and the DOJ agree on in the 2 October filing?
Both sides agreed that AdX must submit real-time bids to non-Google publisher ad servers on the same terms it offers its own DFP platform, and that preferential bidding and first-look or last-look advantages must be prohibited. A six-year monitor and technical committee will oversee compliance.
Why does the six-versus-twelve-month timing dispute matter for publishers?
The Prebid integration, the technical connection through which rival bids reach AdX, is what opens up competition. A 12-month deadline versus a 180-day deadline means publishers wait an extra six months before a genuinely competitive auction exists. On Edwards's figures, that gap has a real dollar cost.
What is the international grace period and why does it matter for Australia?
Google has proposed a 24-month period before the remedies apply outside the United States. If granted, Australian publishers could not access the enforceable open-bidding requirements until late 2028, while US publishers gain the competitive benefit from the moment the order takes effect.
What is the publishers' class action in New York and how does it connect to the Virginia case?
A separate multidistrict class action in the Southern District of New York claims Google harmed publishers through its ad-tech practices. Judge Castel refused to dismiss the case on 30 September 2026, preserving US$1.72 billion in estimated damages before trebling. The Virginia case covers the remedies; the New York case could produce financial liability on top of them.

Xaviery Malinao

Xaviery Malinao writes for Prompt the Market on how brands and agencies are adapting to answer engines, drawing on Bushnote's work with clients across search, AI search and content.

The prompt
Every weekday morning: the five stories moving marketing, media and money, with the number that matters in each.
Sending your link…
Check your inbox to confirm.
That didn't go through. Try again.
Related topics

Make us a preferred source on Google

Tap once and our reporting shows at the top of your Google search results and AI answers. You can change this at any time.

Add as a preferred source on Google
Subscribe, it's free