Disney

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: 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.

The average CTV platform now authorizes 30 SSPs to sell its inventory. And one of the most noticeable effects of increased SSP saturation in CTV has been higher costs due to SSP reselling.

In today’s newsletter: How changes in streaming ad inventory could impact upfront CPMs; video cracks 50% of engagement on Meta’s platform for the first time; and Apple is in talks to launch Apple TV+ in China.

In today’s newsletter: Why Apple’s SKAdNetwork 4.0 is a bust; advertisers are irked by Google’s optimization-driven demand for different creative formats; The Trade Desk releases a baffling list of top 100 publishers.

In today’s newsletter: Ampla suspends loans to DTC brands, putting their ad budgets at risk; why Sony is investing in IP rather than a streaming platform; and Netflix will move on from Microsoft in favor of in-house ad tech by 2025.

In today’s newsletter: Google’s generative search experience launches in the US; kid-focused brands worry Instagram is serving their ads to predators; Fox hypes clean rooms and shoppable TV at the upfronts.

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.

In today’s newsletter: The CMA still has a bone to pick with the Chrome Privacy Sandbox; the FCC fines mobile carriers for selling customer location data to data brokers; and the Financial Times is the latest publisher to strike a licensing deal with an AI company.

In today’s newsletter: Google AdSense publishers are in crisis; Apple is fighting antitrust suits in the UK and the US; and Sherwood Media has a post-SEO strategy.

In today’s newsletter: Shoppable TV needs a better reason to exist; Disney+ will roll out password-sharing bans worldwide this summer; and “Bluey” is a huge hit, but Disney doesn’t make much from it.

Big streamers aren’t joining the JIC, which could spell trouble for the broadcaster-backed organization; Spotify raises prices again; Chase gets into retail media.

In today’s newsletter: Yum Brands feasts on cross-brand customer data; YouTube’s focus has shifted away from services to software and APIs; and Walmart Connect announces updates to its DSP, including allowing conquesting in sponsored search listings.

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.

In today’s newsletter: Brands risk having their organic sales counted as paid conversion conversions on multiple platforms; Facebook’s Project Ghostbusters spied on Snap, YouTube and Amazon; and DTC brands bow out of brick-and-mortar.

In today’s newsletter: NAD says influencers should label endorsements as ads, even if they invest in the company; Netflix’s password-sharing crackdown was a catalyst for ad-supported audience growth; and G/O Media sells more of its portfolio.

In today’s newsletter: Microsoft Edge debuts its Ad Selection API, a PAAPI competitor; the EU’s DMA is live; and OhHello aims to help ad industry employees network.

In today’s newsletter: Viant sees double-digit CTV growth powered largely by direct deals; Target launches a new paid membership program; YouTube makes a bid to compete with TikTok on video editing.

Total ad spend from deals transacted through Magnite’s platform topped $5 billion for the full year, representing nearly 20% YOY growth, while full-year CTV ad spend was also up 20%.

In today’s newsletter: Can Etsy and Wayfair compete against Temu?; audience data dominates the TV upfronts; the FTC sues to block the Kroger/Albertsons deal.

In today’s newsletter: Dotdash Meredith CEO Neil Vogel dishes on the news biz; Freevee might soon exit stage left; Fubo sues Disney, Fox and Warner Bros. Discovery to block their planned sports streaming service.

In today’s newsletter: Users’ rare anime collections disappear as Sony consolidates Funimation and Crunchyroll; Instagram and Threads stop promoting political content; and why Fortnite is winning the metaverse.

In today’s newsletter: Buyers are relatively blasé about made-for-advertising sites; Meta is riding high, having fully adapted to ATT, while Google’s search dominance is under threat; and Publicis Groupe reports strong growth.

Disney is starting off the year with subscriber losses. But the Mouse House says it’s all part of the plan.

In today’s newsletter: Uber, the New York Times and Roblox all have ads businesses, but in different flavors; Disney, Fox and Warner Bros. Discovery plan to launch a sports streaming service; and Amazon gets introspective in response to competition from Temu, Shein and TikTok.

In today’s newsletter: Netflix is the only profitable streaming service; Meta’s automated support software frustrates advertisers; and the US Consumer Product Safety Commission may designate Amazon a “distributor of goods.”

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Ring Airer Netflix is paying more than $5 billion for the rights to livestream “WWE Raw,” Variety reports. The 10-year deal is effective starting next January and represents Netflix’s biggest push into live content. Following a live sports debut with its “Netflix Cup” […]

Aiming for one thing and being measured against another is absurd. But this is how the multibillion-dollar TV industry has operated for decades.

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Don’t Look For Me The FTC isn’t slowing its crackdown on location data brokers. On Thursday, it issued a complaint against InMarket for failing to obtain informed consent from users on its own apps and third-party apps that use InMarket’s SDK before collecting […]

Excluding the long tail of CTV is a hangover from a linear age when audiences clustered around a small subset of wildly popular shows. The idea of “premium” is subjective in a climate packed with vast amounts of content catering to diverse and passionate audiences.