Disney’s Streaming Biz Is Still Profitable Heading Into The Upfronts
Disney had a good quarter, with revenue on the rise and streaming on the brain. Its DTC division, which houses its streaming business, is also growing and remains profitable.
Disney had a good quarter, with revenue on the rise and streaming on the brain. Its DTC division, which houses its streaming business, is also growing and remains profitable.
Just before bringing the Jonas Brothers up on stage to celebrate their upcoming content partnership, Samsung made a curious announcement to attendees at their NewFronts presentation in New York City on Tuesday.
Why did Walmart buy Vizio? What happens when a CTV campaign turns on the S&P500+? Is Google losing its search engine edge?
According to Google, DV360 now reaches 98% of CTV households in the US and represents 5 billion hours of ad-supported watch time per month – roughly 40% more than The Trade Desk and 90% more than Amazon’s DSP.
Roku acquired subscription streaming service Frndly TV for $185M and reported Q1 revenue over $1 billion. But its Q2 outlook missed expectations due to tariffs dinging manufacturing revenue.
Ad-supported television made up 72% of all TV viewing in the first quarter of 2025, according to Nielsen’s newly announced Ad-Supported Gauge.
Emarketer is predicting tariffs could lead to a $2.78 billion to $4 billion decline in linear TV upfront spending, but CTV spending will be flat to up. Emarketer analyst Ross Benes unpacks these findings. Plus: At the Possible conference, optimism reins.
Agentic AI aims to take the work out of campaign targeting; marketers are increasingly using retail media data in non-retail channels; and Puma drives sales by re-embracing its branding.
FreeWheel thinks the best way to simplify streaming video is by fostering more direct connections between buyers and sellers.
Shutterfly’s recent CTV campaign tested a custom algorithm that relies on search data to find geographic regions with the most prospects. It performed better than targeting deterministic IDs.