Disney

Airbnb gets one step closer to launching a retail media biz; Google shakes up its ad tech executive team; and streamers struggle to balance ad and subscriber revenues.

Winners and losers are emerging from the streaming melee. (Or at least the winenrs are.) Plus, CNN will begin testing metered content.

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: Walmart’s hottest growth drivers are ads and subscriptions; why The Trade Desk’s UID 2.0 could be regulators’ next target; and how the growth of CTV content fortresses is preventing breakout streaming hits.

In today’s newsletter: How membership bundles are creating new forms of consumer-facing partnerships; typically unflappable platforms leap to action when billionaires are harmed by bad ads; and X’s GARM lawsuit helped politicize brand safety.

The SSP revised its full year outlook down by $10 million, due to a DSP partner adopting first-price auctions and weakness in key ad verticals. But it highlighted mobile in-app as a new key revenue stream.

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.

The next Google Search core update is expected in “the coming weeks.” Plus, The TV industry moves slowly, but it’s going FAST now.

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