Why YOM
Four places where measurement broke, with sources.
Every figure on this page links to its source. Where a number comes from a third-party estimate rather than the vendor itself, we say so.
01 The problem
The numbers don’t reconcile, and you can’t see why.
GA4 withholds rows from reports to stop anyone inferring a user’s identity, using thresholds Google sets and you can’t adjust.[1] Consent-mode modeling only switches on above 1,000 denied events a day for 7 days and 1,000 granted users a day on 7 of the last 28 days, and meeting that still doesn’t guarantee eligibility.[2]
Event-level retention on a standard property is 2 or 14 months.[3] The free daily BigQuery export is capped at 1 million events a day.[4] None of that is wrong for a free tool. It just means the revenue in your analytics and the revenue in your order system are produced by different processes, and only one of them can be audited.
02 The problem
Regulators are fining opt-outs that didn’t stop the data.
Twenty US states had comprehensive privacy laws in effect by 2026.[5] The 2025 enforcement actions share a pattern: the companies had banners, but the data kept moving.
- Healthline paid $1.55M to the California AG after it kept sending identifiers and article titles to ad partners after users opted out, despite having a GPC detector and a banner.[6]
- Tractor Supply was fined $1.35M by the CPPA; its failures included not honouring GPC.[7]
- The CPPA also reached settlements with Honda ($632,500) and Todd Snyder ($345,178), whose opt-out portal failed for 40 days.[8][9]
In September 2025 California, Colorado and Connecticut announced a joint sweep targeting Global Privacy Control.[10]
03 The problem
A third of US users block ads, and Safari expires storage.
32.5% of US internet users used an ad blocker in Q2 2025.[11] Safari caps cookies set by scripts at a 7-day expiry.[12] Filter lists now target server-side tagging subdomains by name, so “first-party” alone keeps eroding.[13]
Cookies going away isn’t the cause: Chrome kept third-party cookies in 2025.[14] The cause is blockers, browsers and consent law, and all three are already here.
04 The problem
Pricing that punishes growth, and agencies that pay per client.
Mixpanel lists 20 million events a month at $1,635 a month on annual billing.[15] Agency reporting tools commonly charge per client, for example $20 per client per month on annual billing.[16] Agencies reporting on GA4 through Looker Studio also run into API quota errors.[17]
SaaS platforms want analytics inside their own product: a vendor survey found 78% already ship in-product dashboards, which users rate 3.6 out of 5.[18]
05 AI search and agents
AI assistants send traffic, and agents want to ask questions.
Adobe measured AI-referred US retail traffic up 693% year over year in the 2025 holiday season,[19] while an independent study found ChatGPT sent under 0.2% of ecommerce traffic.[20] GA4 added an AI Assistant channel in May 2026, but visits that arrive without a referrer, or with a source tag and no medium, can still land in Direct or Unassigned.[21]
Google shipped an experimental, read-only MCP server for Google Analytics in July 2025.[22] Agents will query analytics the way people open dashboards today.
- AI-assistant traffic channelLive
- AI-crawler reportLive
- MCP server for Claude and other agentsLive
Sources
Third-party figures as published by the cited source. Last verified . Prices and policies change; check the source before relying on a number.
- [1]Google Analytics Help, “About data thresholds.” support.google.com/analytics/answer/9383630?hl=en
- [2]Google Analytics Help, “Behavioral modeling for consent mode.” support.google.com/analytics/answer/11161109?hl=en
- [3]Momentic, “Understanding GA4 data retention.” momenticmarketing.com/blog/understanding-ga4-data-retention
- [4]Google Analytics Help, “BigQuery Export limits.” support.google.com/analytics/answer/9358801
- [5]MultiState, “All of the comprehensive privacy laws that take effect in 2026.” www.multistate.us/insider/2026/2/4/all-of-the-comprehensive-privacy-laws-that-take-effect-in-2026
- [6]Hunton Andrews Kurth, “California AG reaches record $1.55 million settlement with Healthline.com.” www.hunton.com/privacy-and-information-security-law/california-ag-reaches-record-1-55-million-settlement-with-healthline-com-for-alleged-ccpa-violations
- [7]White & Case, “CPPA issues record $1.35 million fine against Tractor Supply.” www.whitecase.com/insight-alert/california-privacy-protection-agency-issues-record-135-million-fine-against-tractor
- [8]California Privacy Protection Agency, “CPPA enforcement announcement, 6 May 2025.” cppa.ca.gov/announcements/2025/20250506.html
- [9]TrustArc, “Lessons from CCPA enforcement actions.” trustarc.com/resource/lessons-ccpa-enforcement-actions/
- [10]California Office of the Attorney General, “Multi-state investigative sweep on Global Privacy Control.” oag.ca.gov/node/608320
- [11]Backlinko (GWI data), “Ad blocker usage statistics.” backlinko.com/ad-blockers-users
- [12]WebKit, “Intelligent Tracking Prevention 2.1.” webkit.org/blog/8613/intelligent-tracking-prevention-2-1/
- [13]PPC Land, “Ad blockers are now targeting server-side GTM subdomains by name.” ppc.land/ad-blockers-are-now-targeting-server-side-gtm-subdomains-by-name/
- [14]The Register, “Google abandons plan to deprecate third-party cookies.” www.theregister.com/2025/04/22/google_privacy_sandbox/
- [15]Mixpanel, “Pricing.” mixpanel.com/pricing/
- [16]AgencyAnalytics, “Pricing.” agencyanalytics.com/pricing
- [17]Databloo, “GA4 API quota limits in Looker Studio.” www.databloo.com/blog/ga4-quota-limits
- [18]Luzmo (vendor survey), “Dashboards: dead, dying or evolving?.” www.luzmo.com/blog/dashboards-dead-dying-or-evolving (third-party estimate)
- [19]eCommerceNews (Adobe data), “Adobe sees surge in AI-driven traffic and conversions.” ecommercenews.com.au/story/adobe-sees-surge-in-ai-driven-traffic-conversions
- [20]Practical Ecommerce, “Mixed reports on AI ecommerce traffic.” www.practicalecommerce.com/mixed-reports-on-ai-ecommerce-traffic
- [21]Clickport, “ChatGPT traffic shows up as Direct in GA4.” clickport.io/blog/chatgpt-direct-traffic-ga4
- [22]PPC Land, “Google Analytics launches MCP server.” ppc.land/google-analytics-launches-mcp-server-for-ai-powered-data-conversations/
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