Anthropic filed for an IPO with $16.3 billion in first-half 2026 revenue and over $600 billion in long-term compute commitments, leaving it exposed to enterprise customers that can cut spending. With 48% of revenue flowing through cloud marketplaces and potential…

Apple's Safari 27 restrictions are disrupting identity-based targeting and attribution, with early data showing publisher eCPMs falling 4% on iOS and 11% on Mac. The changes weaken open-web advertising and CTV measurement, giving Amazon, Google, and other platforms with authenticated…

Disney+ will add Channel 4's live channel, on-demand programming, and select day-and-date premieres in the U.K. and Ireland in early 2027. The deal strengthens Disney+'s local content offering to drive engagement and retention while expanding Channel 4's reach. Channel 4's…

T-Mobile is making Netflix, ESPN Unlimited, Google Gemini and phone promotions compete for the same limited allowance inside its new T-Mix wireless plans. The carrier controls how many Picks each benefit costs, when customers can change their selections and which…

OpenAI's ChatGPT Ads reached a $1 billion annualized revenue run rate in under 200 days, with more than 100,000 advertisers and availability across 89 markets. Its growing performance advertising business puts new pressure on streaming companies to compete for ad…

AdImpact projects $11.6 billion in political ad spending this election cycle, pushing premium CTV CPMs as high as $43 in battleground markets. Regional advertisers are paying more, losing valuable placements, or shifting budgets to political-free streaming services, putting broadcasters' long-term…

FIFA's combined-language World Cup rights package could give advertisers more negotiating leverage without generating proportional revenue growth for broadcasters. Telemundo's strong standalone ad performance highlights the need to protect Spanish-language inventory's pricing power, while Peacock's thin profitability and Netflix's ad…

Fubo's secured local coverage for seven NBA teams, while DirecTV's added four NHL club channels following Main Street Sports Group's shutdown. Both distributors protect subscriber revenue without operating RSNs, leaving teams to replace lost rights fees through carriage, advertising, sponsorships…

Comscore launched The Score Report, a monthly TV ad exposure measure showing broadcast and cable accounted for 77.7% of measured in-home exposure in August 2026, including virtual pay-TV ads. Streaming secured $17.2 billion in 2026–27 primetime upfront commitments, surpassing linear's…

JustWatch launched JustWatch TV in 11 markets with a $3.99 monthly plan and a $49.99 lifetime offer. The deal generates upfront cash and could boost paid adoption, but may replace recurring revenue while content licensing and delivery costs continue. With…