Advertising

Skip confirms AI’s full entry into the media economy, competing directly with publishers, platforms, and streaming services for brand dollars. Conversational AI captures sustained intent and high-density first-party signal, turning interaction data into premium inventory and shifting leverage to whoever…

YouTube brought in over $60 billion in revenue in 2025, outpacing Netflix and rivaling Disney, thanks to a combined ad and subscription model now disclosed for the first time. This dual-engine approach, ads plus 325 million paid subscriptions, positions YouTube…

Fox Corporation exceeded Q2 revenue estimates, with strong ad performance across cable news, live sports, and streaming. Tubi delivered record growth and profitability. However, rising programming and marketing costs squeezed profit margins, leading to a post-earnings dip in the stock.

Skip warns that agentic advertising, despite the buzz, isn’t a guaranteed win for publishers unless they actively shape how their inventory is defined and valued. While AI agents promise scalability and discoverability for high-impact formats, the risk is repeating programmatic's…

Amazon is set to overtake DAZN as the top global spender on sports rights in 2026, driven by its strategic use of live sports to stabilize churn, bolster ad inventory, and reinforce Prime subscriptions. Unlike DAZN, which relied heavily on…

Basics of Streaming breaks down why streaming platforms must manage revenue like a portfolio instead of chasing a single model. SVOD, AVOD, TVOD, and licensing each serve different audience behaviors and market needs, and combining them provides flexibility, stability, and…

Peacock missed its 2024 breakeven target, posting a $552 million Q4 loss despite reaching 44 million paid subscribers. NBCUniversal’s original pitch, that advertising, sports, and bundling would drive profitable scale, failed to materialize, with costs outpacing revenue and key assumptions…

Streaming economics are shifting from content-driven strategies to control over systems like discovery, access, and monetization. With rising marginal costs in areas like cloud gaming and AI, ads are reappearing at points of access rather than within core experiences. Discovery…

Basics of Streaming breaks down why Server-Side Ad Insertion (SSAI) is foundational to monetizing Connected TV. SSAI eliminates device instability, ensures consistent measurement, and preserves stream continuity—key to reliable ad revenue, especially in FAST and hybrid models. As more CTV…

Microsoft is testing an ad-supported tier of Xbox Cloud Gaming that lets users play short sessions in exchange for pre-roll ads. This model addresses the high marginal costs of cloud gaming by using advertising to fund access, creating a free…