NFL

Apparently, we’re in for a hardware revolution; advertisers don’t know what to expect from the US’s new version of TikTok; and live sports should take better advantage of ad opportunities.

Morgan Stanley downgrades The Trade Desk; Warner Bros. Discovery and Nielsen announce a new deal; and brands aren’t sold on virtual influencers.

Ever open the Disney+ app and experience cognitive dissonance when shows like “The Handmaid’s Tale” and “It’s Always Sunny in Philadelphia” appear in the recommendations? Well, expect more of that in the future.

AI Overviews makes dodgy product recommendations because it scrapes marketing copy; discrepancies in TV ratings hamper upfronts negotiations; and why mar tech companies are building software fortresses.

YouTube is winning the CTV race by not just focusing on TV; ads threaten the gen AI user experience; and sports still brings brands incremental reach.

What happens if the TikTok ban comes to pass; Netflix’s live sports Hail Mary play; and Channel Factory surfs for buyers.

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: 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.

Some brands are turning away from larger media agencies in favor of smaller, independently run shops. Plus, licensing sports content is Reddit’s next revenue diversification play.

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.