Walmart Connect

PubMatic has run more than 30 fully autonomous, end-to-end agentic campaigns through the SSP’s AgenticOS platform, in addition to more than 1,000 direct publisher deals.

The industry has spent years debating third-party cookies, but AI has settled the debate. First-party data isn’t just preferred; it’s structurally necessary. And the capital is already moving.

“Fully a third of our profit in the most recent quarter was related to advertising and membership income,” Walmart CFO John David Rainey told investors on Thursday.

People tend to think of digital-native product brands as a single bucket. But there’s a huge difference between companies that are social natives, for instance, rather than an Amazon-based brand.

America’s biggest department stores are changing, and changing fast.

Walmart’s AI shopping deal with ChatGPT might ding its retail media biz; the MRC shares updates on which platforms won and lost accreditation; and kids’ sports streaming is becoming a real media channel.

The Viant-Tubi integration offers new data insights; advertisers can buy sponsored product ads on Gopuff, thanks to TTD; and publishers continue to face traffic woes.

Enjoy this weekly comic from AdExchanger.com that highlights the digital advertising ecosystem … 

The competitive set has shifted and it’s stacked against independent DSPs. But, instead of chasing what competitors already own, TTD can own what they can’t: trust.

When it comes to the red-hot retail media sector, history doesn’t have to repeat itself. Here’s how to add accountability and transparency to a space where those attributes are sorely lacking.

Ad spending across RMNs and CMNs is still hindered by incomplete data access and connectivity. Here’s how to bridge that gap.

Walmart’s ad business is starting to click. The company generated $4.4 billion in global ad revenue in 2024, up  27% year-over-year, the company disclosed in its latest earnings report on Thursday.

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: The European Data Protection Board outlaws Meta’s “Pay or OK” model; Walmart sharpens its conquesting tools; and Roku seeks more ad supply.

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.

Paramount touted its tailwinds during its Q4 earnings call, including a new partnership with Walmart that gives it access to the retailer’s shopper data.

Don’t get me wrong – Walmart is going to sell a lot of Vizio TVs. But its bigger interest in Vizio stems from data and advertising.

Walmart buys smart TV maker Vizio to boost its ads business with streaming inventory, viewership data and, of course, shoppable TV ads.

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Addressable Auspices Traditional TV advertisers are hesitant to try addressable products because they’re expensive and hard to scale. But programmatic TV ad buying is making addressable more accessible, said Sara Wallace, FreeWheel’s senior director of product management, speaking at an event on Wednesday […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Long-Tail Retail Walmart Connect and Target Roundel are the two retail media players with the biggest adoption outside of Amazon, according to a recent Digiday survey. But both lag far behind Amazon’s 76% adoption rate. Twenty-four percent of those surveyed used Walmart Connect’s […]

Bryan Gildenberg of The CPG Guys, a brand and retail industry podcast with about 24,000 LinkedIn followers, talks Amazon, Instacart and product discovery.

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Rain or Shine Magna nudged its global ad spend forecast downward in its latest report, released over the weekend, but you can save the drama for your llama. The slide only amounts to a 0.2% drop.  Magna expects that ad revenue will grow […]

Walmart had a mixed day with investors following its earnings call. But the Walmart Connect advertising business was a bright spot, with growth of 30% YoY to $.7 billion in 2022.

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. The State Of Digital Marketing (Is Not Great) The LUMA State of Digital Marketing report generally paints a rose-tinted scene for ad tech. The same is true this year, though a few metrics stick out.  For one, although every category is down in the […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Yahoo? Yahoo has taken a 25% stake in Taboola as part of a 30-year exclusive ad deal (uhh … pardon?) that makes Taboola the primary native inventory seller for Yahoo’s media properties, The New York Times reports. The announcement leaves questions hanging. A […]

Walmart and Target each had a similar warning for investors when they reported earnings this week. The two major US retailers expect a modest Q4 and spoke of early signs that consumers are dramatically changing their shopping patterns (yet again).

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. A Jeff Of All Trades The Trade Desk CEO Jeff Green touted retail advertising as a major growth opportunity at a presentation to TTD investors this week. Green says the market could soon reach $500 billion (retail media currently makes maybe $50 billion per […]

Jeff Clark began at Walmart in 2017, before Walmart Connect was Walmart Connect, and before even Walmart Media Group prior to that. But whatever you call it, Walmart is homing in on a major opportunity in the booming retail media category. Clark, who’s now Walmart Connect VP of product, product marketing and analytics, is focused […]

Walmart Connect has gotten a lot more Connect-y of late. Now the retail media platform is striking partnerships to measure social commerce on TikTok and Snap, CTV ads on Roku and live-shopping content with companies Firework and TalkShopLive. The Walmart ad business has had bursts of new partners since it settled on The Trade Desk […]

Advertising may be just a fraction of Walmart’s overall revenue – but it’s a nerve center for growth. One might wonder why advertising and other businesses that appear marginal to Walmart’s current revenue makeup, such as third-party online marketplace sellers and subscription memberships, are front and center for the company right now.