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Alex Boras, president of Blis U.S., part of T-Mobile Advertising Solutions
For the past few years, the ad tech industry has been focused on what it stands to lose: cookies, IDs, third-party signals — the conversation has been almost entirely about subtraction.
Enough time hasn’t been spent on what the industry already has.
Many purported paradigm shifts have come and gone. While most are simply old ideas with new packaging, there’s a genuine signal front and center that the industry has consistently underutilized: carrier data.
The mobile advantage
Carrier data provides a robust, privacy-centric audience view based on insights from the most frequently used device that rarely leaves people’s sides. Together with additional signals, such as purchase data and movement patterns, advertisers can unlock a much more complete and accurate view of their consumers.
This direct relationship with consumers is deterministic, durable and grounded in real behavior. When advertisers understand that an audience regularly uses a luxury travel app, a specific airline loyalty platform and a high-end meal service app, they’re observing a persistent expression of an audience’s interests and preferences. That’s a very powerful starting point for audience building.
The average American spends five hours a day on their phone, with 88% of that time within apps. In fact, approximately 70% of all digital media consumption happens within apps. And yet, most programmatic platforms still treat mobile as a distribution channel rather than a data asset.
There’s been a tendency in recent years to chase shinier objects, but the phone is the cornerstone of daily consumer life. It’s the primary input: where intent forms, where decisions get made, where the rhythms of everyday behavior come into clearer view over time.
Built for the modern environment
Carrier data also has a practical durability that matters in today’s ecosystem. Most ad tech can only see activity within apps that serve ads, which provides a thin slice of actual mobile behavior. Carrier data extends that view into environments that are typically underrepresented in programmatic platforms, including areas with no ad-funded layer at all. When layered with real-world movement and transaction signals, carrier data delivers something closer to a complete audience picture that reflects genuine behavior rather than modeled inference.
That’s a meaningful distinction when advertisers are under pressure to justify every dollar. When major CPGs have cut or flattened ad budgets, outcomes like true incremental reach and conversion — whether that’s consideration, store visits, sales — matter more than media metrics alone. Achieving those types of business-moving results starts with the quality of advertisers’ data foundation.
A category of its own
What makes carrier data genuinely different is how rare its vantage point is. Very few players in the ecosystem have a direct, first-party relationship with consumers at the telco network level. That’s a structural feature that can’t be replicated by better modeling or smarter data partnerships.
For the industry, that scarcity matters. As audience building evolves and as AI-driven activation raises the stakes on data quality at the input level, the question of where advertisers’ foundation comes from becomes increasingly consequential. A signal that is comprehensive, accurate and rooted in the device consumers carry everywhere they go is a different category of understanding altogether.
Partner insights from Blis
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