Neal Mohan to David Rosenblatt: "we have to build this into the display update and also make it really clear to patrick that the strategic battleground in display is publisher platform (ie, inventory). looking at dclk as a separate business and comparing cprd is silly. we should really get this through to patrick."

Marc Schraer (original trigger email): Atlas is offering HP a $0.015 CPM to stay with them for ad serving. Neeraj from GroupM "senses a new level of desperation by Atlas in their desire to win business." Two takeaways: "we'll need to eventually give GroupM or some other agency a response on $0.015 for HP and $0.015 looks to be the new game-changing rate we'll face for all big accounts."

Sean Downey flagged broader renewal pressure: OMD in negotiations at $0.045 baseline CPM; Havas asking for $0.025; WPP at $0.06 with a $0.04 flip incentive.

Ruth Kirschner: "while price compression is something we will have to fight this year, the HP deal is not going to be the reason for moving below our current .025cpm floor... HP is annoyingly telling each shop in the pitch that they need to meet a .015cent adserving rate... below our floor rates. if we can market global capabilities effectively we should be able to maintain price premium."