netflix

Publishers are skeptical that “curation” is actually doing anything for them. Plus, what’s coming up in 2025?

Netflix’s ad business is scaling its audience and inventory faster than its ability to monetize it, according to a recent earnings call.

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.

M&A is still hot in ad tech this summer. Plus, Netflix’s upfront results may sound promising, but the streamer still needs to grasp the finer points of the advertising game.

Remember back when Netflix was anti-advertising? Plus, CTV is still struggling with low programmatic fill rates.

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.

Since introducing ads two years ago, Netflix’s ad team has clashed with streaming management and studio execs. Plus, “brat” summer is over; “demure” autumn might be next.

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.

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.

Although the full revenue impact of Magnite’s exclusive SSP partnership with Netflix hasn’t hit yet, simply announcing the deal “created significant momentum for our business,” Magnite President and CEO Michael Barrett told investors.

In today’s newsletter: Netflix drops its ad prices to slightly less outrageous levels; X sues GARM, alleging it led an ad boycott for ideological reasons, not brand safety concerns; and how TV manufacturers have laid the groundwork to take ad dollars from streamers and cable.

In today’s newsletter: US rules Google has a monopoly in search, but not search ads; Nvidia’s unreleased AI has been scraping online video from YouTube, Netflix and others; and streaming app Max debuts a new personalized home page.

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 Chrome Privacy Sandbox team is stuck within a Catch-22. Plus, why haven’t media buyers bought more into alternative currencies?

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.

In today’s newsletter: Pinterest launches an ad optimization solution with familiar-sounding name; consumers can’t live without YouTube; and ad tech leaders try out trade journalism.

In today’s newsletter: What the surge in political ad spend on CTV looks like for the end user; Mars Wrigley tries to make gum stick online; and Google neglects Fitbit after mining it for data.

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: Publishers fear they’ll be excluded from The Trade Desk’s “premium internet”; buyers weigh in on Netflix’s plans to offer an ad server; and PayPal launches an ad network and data brokerage.

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.

Multiple factors such as buy-side practices, the CTV industry structure and shortcomings in ad tech contribute to CTV’s ad frequency problem. Yet there are several ways to overcome these limitations.

In today’s newsletter: P&G boosts paid media budgets by 14%; why lower subscription prices aren’t enough to sustain the current rate of ad-supported streaming signups; and news publishers follow the NYT’s lead by using games to retain visitors.

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.

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: 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: Amazon’s DSP doesn’t compare to Google’s and TTD’s; US ad spend looks strong this year; European Commission will investigate Google, Apple and Meta under the EU’s DMA.