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What is the big issue here? Animated ads are quite standard at this point...if they are not confident people can make them dense enough, why not just have a size limit? What would be the editorial issue, too much 'noise'?
Obviously they stand to make more money if the CTR is higher - and for me the issue is really that ALL my banners are animated (and animated well, appropriately) and I do not have static versions to use with my content campaigns.