Home Ad Exchange News The Myth Of CTV Supply; A New Kind Of TV Ad Sales

The Myth Of CTV Supply; A New Kind Of TV Ad Sales

SHARE:
Comic: The Wrong Side Of The Tracks

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

As Far As The Eye Can CTV

Connected TV feels like it has reached a critical threshold to become a major programmatic revenue driver. 

But it hasn’t.

Industry consultant Mike Shields writes that an unnamed media exec recently threw cold water on CTV optimism. 

For one thing, despite the unquestionable growth of streaming media consumption, there isn’t a corresponding bump in quality ad inventory. Even where ads are paired with content from the likes of Netflix, HBO and Disney+, it’s a cautious slow-roll and often executed directly with clients, which doesn’t create a supply rush for ad tech. 

YouTube is the dark matter at the center of the CTV universe. It explains where billions of dollars land that are deemed CTV spend when that much money just can’t possibly go to Pluto TV and the Roku long tail. 

With Disney+Hulu, Fox+Tubi, Paramount+Pluto and others tied up, how much is really out there for programmatic buyers? 

Digital advertisers have absorbed the idea of infinite supply. What people should absorb is a healthy skepticism for any media channel claiming premium supply (the big screen on the wall!) and more than enough to go around.

À La Cart

NBCUniversal is taking viewers shopping.

Subscribe

AdExchanger Daily

Get our editors’ roundup delivered to your inbox every weekday.

In 2020, NBCU launched Checkout, which links QR codes on TV screens to its own payment processing. This week, NBCU is taking NBCUniversal Checkout in-person to prove a point about shoppable marketing.

NBCU built out a shoppable TV ad format specifically for the premiere of “Love Island USA” this summer. Now, the tech will be the center point of NBCU’s annual BravoCon event in New York City. The convention showcases merchandise from network shows like “Real Housewives” and “Below Deck,” and will feature NBCU QR codes attendees can scan to purchase.

Emphasizing QR codes also allows NBCU to accrue strategic first-party data. Checkout is a feature of One Platform, NBCU’s cross-platform advertising identity solution, and QR site activations give the media giant swaths of data about consumer shopping preferences and behaviors.

NBCUniversal Checkout is also a marketing opportunity for advertisers that typically can’t afford traditional broadcast ad spots.

Ninety-five percent of NBCUniversal Checkout advertisers are first-time NBCU partners, Evan Moore, SVP of commerce partnerships, tells Ad Age.

Down In The Data Mines

First-party data. It’s the wave of the future. 

But you know the problem with riding a new wave: How far will it really take you?

Many small and midsize CPG, fashion and accessories companies fully bought into the first-party data revolution. But that doesn’t make first-party data easily available to them. Even for massive brands like Hershey’s and Kraft, it’s a huge grind to collect usable identity data like credit card or email info. 

Large CPG brands or clothing manufacturers that bought into the DMP and CDP trend are shifting focus, “because they’ve got all this first-party data that’s great in terms of utility that it could bring but it’s just not relevant to their business model,” Ebiquity product chief Ruben Scheurs tells Digiday.

Getting serious about a data-driven DTC business with first-party data doesn’t change the fact that a chocolate bar or a tube of toothpaste is practically impossible to deliver profitably to someone’s door. 

“Many are thinking, ‘We can’t invent a new way of doing our commerce [such as direct online sales] for the sake of fueling a database,’” Scheurs says.

But Wait, There’s More!

Netflix strikes measurement deals ahead of ad-supported rollout. [Ad Age]

Mike Gelber: What are data clean rooms and how are they used in ad tech? [blog]

How Microsoft expects to double its ad sales revenue. [Insider]

What’s going on in Horizon Worlds, Meta’s metaverse, every hour of the day? [NYT]

Hulu raises its prices. [TechCrunch]

You’re Hired!

Adam Singer joins AdQuick as VP of marketing. [tweet]

Must Read

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.

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.

Privacy! Commerce! Connected TV! Read all about it. Subscribe to AdExchanger Newsletters

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.

Marketecture Buys AdTechGod (No, Really)

Marketecture has acquired AdTechGod – an anonymous ad tech Twitter poster turned one-man content studio – and the AdTech Forum, an information resource hosted by AdTechGod and Jeremy Bloom.

Why The False Advertising Lawsuit Against Poppi Is Bad News For RMNs

This week’s dispatch explores the new trend of false advertising class-action suits in the food and CPG industry and how the evolution of online, data-driven retail media could exacerbate the problem.