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.
AppLovin has Axon, and now Unity has Vector AI, which was made generally available to all Unity advertisers and developers on Wednesday.
Short-form video, infinite scrolling and hyper-targeted algorithms aren’t neutral mediums. They shape, and often compromise, the attention they harvest, creating compulsive habits that warrant serious reflection.
WPP’s GroupM is getting a new name; there’s no such thing as a TikTok ban at NewFronts; and Meta’s ad growth prospects might be plateauing.
DDM reported 1% Q1 revenue growth, citing traffic downturns Google’s AI search results and soft advertising demand due to tariff-induced uncertainty.
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.
Marketing measurement is messed up – it’s hard to argue otherwise – and most people agree on the reasons why: vanity metrics, imperfect models, unrealistic expectations. But there’s another issue at play, argues Julian Runge, an assistant professor of marketing at Northwestern University – and that’s a simple lack of communication.
Over the past 13 years, Allie Lichtenberg has seen many different facets of the ad tech industry. In advance of her presentation, “The New Measurement Fundamentals,” AdExchanger sat down with Lichtenberg to ask what she thinks the larger ad tech world needs to understand about measurement.
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.
While some Privacy Sandbox testers lamented their seemingly wasted effort, they remain committed to post-cookie targeting and measurement – even if Google eventually abandons the Sandbox entirely.
Despite a 3% uptick in Q1 revenue to $451 million, Criteo’s stock fell by roughly 15% on Friday after news of a pullback by a major retail media client and tepid guidance.
Atlas Technology Group’s Brian Andersen shares insights on investment trends in the ad tech market and how AI is changing the M&A landscape.
Does programmatic feel like it’s gotten more confusing? It’s not just you. Plus, Fubo’s ad revenue dropped during Q1 and Bing might not be as big a punchline as we all thought.
The DOJ is proposing that Google should give rival ad exchanges and ad servers real-time access to bidding data from AdX – and Google agrees.
Enjoy this weekly comic from AdExchanger.com that highlights the digital advertising ecosystem …
AdExchanger spoke to a number of programmatic leaders who testified in the DOJ’s Google antitrust trial last September.
LinkedIn launches a creator rev share program; AdSense comes to third-party AI chatbots; and the verdict in Apple v. Epic Games cracks down on Apple’s App Store fees.
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.
Happy first IPO-aversary, Reddit. (And happy 20th birthday.) The market got you a present. Reddit’s stock soared nearly 18% in after-hours trading on Thursday thanks to a revenue beat in the first quarter.
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.
Most sell-side curation deals appear in line with typical SSP take rates, according to Jounce Media. In fact, some of these fee structures resemble how publishers have long done business with supply-side partners.
PayPal embraces off-site media but says no to data sales; Google pivoted on cookies again, but what about the Google Ad ID?; and gen AI bots are blowing up publisher server costs.
Meta teased new ad optimization offerings as it touted solid Q1 results. It also hyped its AI agents and its launch of a standalone AI app, while hinting at monetization opportunities.
A long-awaited development: Advertisers will soon be able to see around three of the most important transparency blockers in PMax.
Transparency has become the currency of credibility in advertising. Larger holding companies and black box AI platforms must recognize that their opaque practices are no longer sustainable.
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.
The art-filled lobby of Miami’s Hotel Fontainebleau was overtaken by the trappings of ad tech this week for the third-annual Possible Conference, a show that’s rapidly established itself as an influential industry event.
FreeWheel thinks the best way to simplify streaming video is by fostering more direct connections between buyers and sellers.