People Inc.'s licensing revenue jumped 49% to $52.7 million in Q3, helping offset a nearly 70% decline in Google search referrals over two years. Apple News and AI licensing deals are driving growth while increasing the publisher's dependence on platforms…
Borrell Associates, a local advertising research firm, says video has overtaken search as the largest local ad category, with spending projected to hit $30.8 billion in 2027. As YouTube, Amazon, and Roku make video advertising easier for small businesses to…
Skip examines how 13 NBA teams and seven NHL teams are replacing lost RSN revenue through streaming subscriptions, free broadcasts, and distribution partnerships. The shift creates new opportunities for fan engagement and monetization, but teams face smaller guaranteed payments, higher…
Looper Insights' Francesca Pezzoli identifies a critical ownership gap in CTV merchandising that leaves streaming services unable to verify promised home-screen placements, often mistaking weak exposure for poor marketing performance. She calls for a single accountable owner and real-time monitoring…
Roku's advertising business drove 76% of its Q3 platform gross profit growth, with ad margins expanding to 63.2%, while subscription margins fell and device losses doubled. The results underscore advertising's importance to Roku's profitability as FOX prepares to acquire the…
DoorDash's planned $17 billion Instacart acquisition would combine businesses representing 77% of tracked delivery retail-media ad impressions and expand purchase-based targeting and measurement across CTV. The deal could strengthen DoorDash's position against Amazon and Walmart while giving it greater influence…
Roblox plans to test skippable pre-roll ads during game loads, creating new advertising inventory across its platform without requiring developer integration. The company will share revenue with creators and exempt Plus subscribers, but undisclosed payout terms and frequency limits leave…
Reddit plans to test login requirements in select international markets as Google's AI search cuts referrals and raises user acquisition costs. With 59% of its daily audience logged out, Reddit's betting stronger ad monetization, better retention, and tighter data control…
Kirby examines how record political ad spending is driving battleground CTV CPMs to $43 and pushing regular advertisers out of premium inventory. With streaming offering more options and national TV ad rates falling, local stations risk losing year-round advertisers once…
Amazon's Full-Funnel Campaigns put Prime Video in competition with sponsored products for AI-managed ad budgets, strengthening Amazon's control over spending and attribution. Independent CTV sellers can compete by proving incremental sales across retailers and buying platforms, protecting their pricing power…