Home Ad Exchange News Will New Streaming Options Slow Netflix?; Rugby Broadcast Carries Glitchy Virtual Ads

Will New Streaming Options Slow Netflix?; Rugby Broadcast Carries Glitchy Virtual Ads

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Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here.

Paying Attention

Some financial analysts are skeptical that Netflix will be able to maintain growth when it faces stronger competition in the streaming category. “The more Netflix grows, the more its costs grow and the more money it burns. I’m not sure how it’s ever going to turn that around,” NYU finance professor Aswath Damodaran tells The New York Times. But a straightforward analysis of Netflix’s costs vs. subscription revenue doesn’t account for the eventuality of advertising revenue. Netflix is focused on winning share of consumer attention right now, to the point where it considers “sleep” a competitor, CEO Reed Hastings told investors last year. “Someday there will have to be competition for wallet share; we’re not naïve about that,” he said. “But it seems very far off from everything we’ve seen.” More.

Virtual Reality

The Rugby World Cup live stream was plagued by glitchy virtual digital signage that distorted and obscured players on the field. The on-field overlays were pulled after 11 minutes – with sponsors Canon and AIG getting some unwanted attention from fans – Sporting News reports. The incident is a good case study as sports broadcasters and streaming services figure out how to implement virtual marketing and product placement technology. A sport like rugby must balance the enticement of additional revenue against the loyalty of fans on which it heavily depends. More. And AdExchanger has more about how streaming services are using virtual marketing content integration.

Made To Order

Supermarket chains, grocery brands and food-related publishers are racing to make their websites shoppable. Digiday profiles a push by Avocados From Mexico to integrate its owned properties with AmazonFresh, Instacart, Walmart Pickup Grocery or Peapod. “When consumers are looking to order groceries, they aren’t going to one brand’s website,” one marketer told Digiday. “There is simply more available through Amazon and Walmart.” More.  

But Wait, There’s More!

Must Read

Advertible Makes Its Case To SSPs For Running Native Channel Extensions

Companies like TripleLift that created the programmatic native category are now in their awkward tween years. Cue Advertible, a “native-as-a-service” programmatic vendor, as put by co-founder and CEO Tom Anderson.

Mozilla acquires Anonym

Mozilla Acquires Anonym, A Privacy Tech Startup Founded By Two Top Former Meta Execs

Two years after leaving Meta to launch their own privacy-focused ad measurement startup in 2022, Graham Mudd and Brad Smallwood have sold their company to Mozilla.

Nope, We Haven’t Hit Peak Retail Media Yet

The move from in-store to digital shopper marketing continues, as United Airlines, Costco, PayPal, Chase and Expedia make new retail media plays. Plus: what the DSP Madhive saw in advertising sales software company Frequence.

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Comic: Ad-ception

The New York Times And Instacart Integrate For Shoppable Recipes

The New York Times and Instacart are partnering for shoppable recipe videos.

Experian Enters The Third-Party Data Onboarding Business

Experian entered the third-party data onboarder market on Tuesday with a new product based on its Tapad acquisition.

Albertsons Takes Its First Steps Into Non-Endemic Advertising, Retail Media’s Next Frontier

Albertsons is taking that first step into non-endemic advertising next week via a partnership with Rokt to serve ads to people who have already purchased groceries.