Rokt monetizes app checkout moments

This points to Rokt becoming infrastructure for app based commerce media, not just a plug in for retailer checkouts. In on demand and marketplace apps, the payment screen is one of the few moments with clear purchase intent and rich first party data. That makes it a high value place to show a sponsored offer, a cross sell, or a third party product, with ad economics that are much better than the core ride or delivery transaction.

• The workflow is simple and powerful. An app like Uber or Lyft already knows the trip, basket, location, payment method, and timing. Rokt sits in that checkout flow through an SDK and decides which offer to show right after purchase, then splits advertiser spend with the app partner.
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• This matters because ads are far more profitable than the underlying marketplace transaction. Uber said its advertising revenue run rate topped $650M in Q2 2023, and Rokt research notes ad margins can run about 40% higher than rideshare and delivery margins. Instacart shows the same pattern, with ads becoming a major revenue stream.
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• The broader pattern is that marketplaces are turning transaction flow into monetizable media. Mirakl customers use marketplace software to route third party orders and seller payments, then layer on seller bought ad placements. Rokt is the checkout equivalent, monetizing the last click before confirmation rather than the product browse page.
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Going forward, the winners in commerce media will control the transaction moment, where intent is strongest and measurement is cleanest. Rokt is expanding from ads into data and catalog infrastructure, which pushes it from selling a single ad slot toward powering how marketplaces personalize, merchandise, and monetize the entire post purchase surface.