Paramount

What if the new storefront is a person sitting on their couch and scrolling their phone?

In today’s newsletter: The quantum entanglements of Google’s and Reddit’s contracts could come under scrutiny; Meta’s ad revenue growth is healthy, though its ad platform’s a mess; and TikTok’s developing AI-generated creators for advertising.

In today’s newsletter: Shoppable TV needs a better reason to exist; Disney+ will roll out password-sharing bans worldwide this summer; and “Bluey” is a huge hit, but Disney doesn’t make much from it.

The broadcaster-backed joint industry committee announced it will certify Comscore and VideoAmp as national TV currencies ahead of May’s upfront negotiations.

In today’s newsletter: Performance Max has many imitators, but Google’s still ahead of the pack; France’s competition authority fines Google for using news content to train its Bard AI model without their knowledge of consent; and Apollo Global Management offers to acquire Paramount Global for $11 billion.

In today’s newsletter: Viant sees double-digit CTV growth powered largely by direct deals; Target launches a new paid membership program; YouTube makes a bid to compete with TikTok on video editing.

Total ad spend from deals transacted through Magnite’s platform topped $5 billion for the full year, representing nearly 20% YOY growth, while full-year CTV ad spend was also up 20%.

In today’s newsletter: Walled gardens are turning into an interconnected network of fortresses; Walmart eyes a Vizio acquisition; Dentsu stumbled in 2023.

In today’s newsletter: Uber, the New York Times and Roblox all have ads businesses, but in different flavors; Disney, Fox and Warner Bros. Discovery plan to launch a sports streaming service; and Amazon gets introspective in response to competition from Temu, Shein and TikTok.

Crunchtime The EU’s Digital Markets Act has teeth – and now it’s biting, TechCrunch reports. The DMA regulates anti-competitive practices within “gatekeeper platforms” that have an annual turnover of at least 7.5 billion euros. Meta, Apple, Alphabet, Amazon, Microsoft and ByteDance all tick that box. Gatekeepers have until March to ensure their operations in the EU […]