Walmart

Is it time to retire references to the advertising “duopoly?” Plus, Omnicom wants to bring its major agency brands under unified leadership.

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: To boost its ads biz, Walmart will show in-store ads for non-endemic brands; Hyve Group buys Possible; and the Senate advances KOSA and COPPA 2.0, but the bills face obstacles in the House.

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: Google tries to buy its way out of a jury trial in the DOJ’s antitrust case against its ads business; Walmart sees some of its best margins on ad sales; and TikTok tests 60-minute videos.

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.

Roblox CEO David Baszucki said advertising “will not be material this year” during the company’s Q1 earnings call on Thursday.

In today’s newsletter: Closing arguments begin in the DOJ vs. Google Search antitrust trial; the sports betting ad bubble might be set to burst; and Etsy struggles to stand out among ecommerce competitors in audience scale and marketing spend.

In today’s newsletter: Online news revenue is being throttled around the web; Roblox is on a mission to build a $1 billion ad business; and TikTok is circumventing the Apple App Store’s 30% fee by directing users off iOS to purchase TikTok coins.

Ibotta’s evolution since it was founded 13 years ago – it went public last week – is emblematic of the industry’s overall transition from third-party data marketplaces to first-party and retail media data.