Amazon Prime Video

The bottom is falling out of the mass multichannel TV bundle. Plus, Amazon crushed its first-ever upfront this year.

In today’s newsletter: Amazon stands out among Upfronts CTV rookies; Google reveals how much revenue its ad tech divisions make; and women hold more marketing leadership positions than men, but churn is worse for women.

In today’s newsletter: Digital twins are marketers’ cool new AI tool; Netflix pulls a Prime Video and defaults lapsed subscribers to the ad-supported tier; and California compromises with Big Tech on two journalism bills.

In today’s newsletter: The DOJ sues TikTok alleging COPPA violations; Disney wraps a competitive upfronts season as it faces stiller competition for streaming ad budgets; and more than $107 million was spent on ads for AI products in the first half of this year.

In today’s newsletter: To boost its ads biz, Walmart will show in-store ads for non-endemic brands; Hyve Group buys Possible; and the Senate advances KOSA and COPPA 2.0, but the bills face obstacles in the House.

Upfront negotiations might take longer than normal this year. Plus, Meta is already in hot water with the EU’s new digital regulations.

In today’s newsletter: Mobile and email providers face political blowback if they enforce ad policies; a new analytics startup sets its sights on Amazon attribution; and CFOs and CMOs are more aligned than you might think.

In today’s newsletter: SSPs lead the way on ad tech’s M&A resurgence; Disney rolls back CPMs to court more streaming ad demand; and why dating apps struggle to grow and monetize their audiences.

In today’s newsletter: Companies looking to sell data target the US market; which media companies to bet on at TV upfronts; and generative AI data licensing is the new publisher revenue stream.

The US ad market is set to grow this year, according to a Magna forecast released Thursday. Streaming and political advertising play outsized roles in that growth.