Disney is raising streaming prices again; Disney+ ad-free will climb to $18.99 per month, Hulu’s ad tier will rise to $11.99, and bundles will increase by up to $3. The hikes follow similar moves by Apple TV+ and Peacock, as subscription inflation outpaces consumer budgets. Nearly half of US adults have altered streaming subscriptions in the past six months, with two-thirds of cancellations tied to high costs. Disney can point to premium franchises, ESPN, and bundles as value, but modest daily engagement gains make retention a tougher challenge in a saturated market.
DirecTV has launched on Vizio Smart TVs, broadening its reach and opening fresh advertising opportunities for brands, the companies announced Monday. DirecTV’s expansion into Vizio’s smart TVs dramatically widens its streaming footprint and gives advertisers a more measurable, performance-driven environment.
Nearly half of US adults have changed their streaming subscriptions in the past six months, with cost now serving as the top driver of both cancellations and new signups. Two-thirds of those who dropped a streaming service said it was too expensive, per YouGov. As cost sensitivity rises, building trust through easy trials and frictionless exits will be crucial. The platforms that focus on quality service and diverse content over hype and lock-in systems will make their offerings feel more like essential services.
The EU is investigating whether Apple, Google, and Microsoft are doing enough to curb online financial scams, per Ars Technica. The European Commission (EC) will send formal requests for information under the Digital Services Act (DSA), targeting fake apps, fraudulent search results, and scam accommodation listings on Booking.com. Ad campaigns appearing in search results, mobile apps, or Bing ads could face more scrutiny or be caught up in regulatory nets. Brands that lead with transparency and consumer protection will not only comply, but also gain an edge should platforms tighten controls.
Nvidia will invest up to $100 billion in OpenAI in $10 billion stages and supply the processors for 10 gigawatts of new AI data centers—an energy load equal to New York City’s peak demand or enough to power 7 million to 9 million US homes, per CNBC. Big Tech is locking arms to secure control of the AI future. These alliances blur the lines between investor, supplier, and customer, concentrating power among a few giants. If the project delivers, Nvidia’s dominance grows. If not, the “Stargate effect” looms—ambitious AI ventures that overpromise and underdeliver.
President Trump delayed TikTok’s ban until December 16 and claimed Rupert Murdoch, Lachlan Murdoch, Michael Dell, Larry Ellison, and Marc Andreessen are among investors preparing to acquire its US operations. The potential buyer group—stacked with conservative media and tech moguls—raises concerns over political bias on a platform where left-leaning influencers currently dominate. For advertisers, TikTok’s massive 116.6 million US user base remains critical, but ownership politics could shift user trust and open the door for rivals.
OpenAI added restrictions for ChatGPT users under 18, prioritizing safety over freedom for teen users. The changes are in response to growing legal and regulatory pressure surrounding AI chatbot risks to minors, per TechCrunch. By segmenting teen and adult experiences, OpenAI sets a precedent that forces advertisers to rethink how and where they engage with users. Age gating pushes marketers to balance reach with responsibility. Those who adapt early—auditing media buys, vetting AI tools, and leaning into ethical safeguards—will secure trust and minimize regulatory risk.
Connected TV (CTV) attention metrics (AUs) declined between 2024 and 2025, but remain strong overall, according to our industry KPI data provided by Adelaide. Even with slight declines in effectiveness, Adelaide’s findings prove that CTV is relatively unmatched in capturing audience interest, cementing its position as a key touchpoint for brands looking to connect with broad audiences.
On today’s podcast episode, we discuss which of the over 500 sessions will be the most interesting conversation at this year’s Advertising Week 2025 in New York. Join Senior Director of Podcasts and host, Marcus Johnson, Senior Director of Briefings, Jeremy Goldman, Analyst, Marisa Jones, and Senior Editor, Daniel Konstantinovic. Listen everywhere and watch on YouTube and Spotify.
Nvidia is putting $5 billion into Intel, buying common stock at $23.28 per share for a 4%–5% stake. The two companies plan to co-develop custom PC and data center chips that blend Nvidia’s GPUs with Intel’s x86 CPUs and manufacturing muscle, per ABC News. For Intel, it’s a last chance to remain relevant in advanced computing. For Nvidia, it’s a strategic hedge—ensuring supply resilience and expanding influence over x86 chip design. The partnership will reshape the semiconductor industry and strengthen US tech leadership.
Marketers agree creative drives results, but many still struggle to define and scale it. Taylor Stewart, global head of retail media engagement at TripleLift, joins EMARKETER’s Arielle Feger to discuss how brands are closing the creative gap by using AI, testing roadmaps, and full-funnel strategies to turn ideas into measurable performance.
Meta is back in licensing talks with publishers like Axel Springer, Fox Corp., and News Corp., marking a reversal from its 2022 exit from news payments. The move comes as AI tools like Google’s AI Overviews cut publisher traffic, pushing outlets to secure compensation. Meanwhile, Reddit is pressing Google for richer terms, citing undervaluation of its human-authored content under existing $203 million contracts. For publishers, licensing deals provide revenue but risk cementing dependence on platforms that control discovery. For marketers, the shift highlights how AI-driven answers—rather than search results or feeds—are becoming the gateways to consumer attention and content discovery.
Nvidia is putting $5 billion into Intel, buying common stock at $23.28 per share for a 4%–5% stake. The two companies plan to co-develop custom PC and data center chips that blend Nvidia’s GPUs with Intel’s x86 CPUs and manufacturing muscle, per ABC News. For Intel, it’s a last chance to remain relevant in advanced computing. For Nvidia, it’s a strategic hedge—ensuring supply resilience and expanding influence over x86 chip design. The partnership will reshape the semiconductor industry and strengthen US tech leadership.
Jimmy Kimmel Live has been pulled off the air after FCC chair Brendan Carr, a Trump appointee, threatened Disney and ABC over the host’s political monologue. Carr called Kimmel “talentless” and suggested the FCC could leverage broadcast license renewals to punish Disney, a move critics see as regulatory overreach. The standoff highlights the growing risk of political retaliation in broadcast media. Advertisers and networks now face new uncertainty: satire has long defined late-night programming, yet even the suggestion of FCC intervention could pressure networks to self-censor and brands to reconsider ad placements.
Snap introduced Snap OS 2.0, the software powering its AR Spectacles on Monday. The update brings a native browser with WebXR support with a customizable home screen and widgets, bookmarks, and multitasking features like window resizing. For marketers, the release signals that vertical, immersive formats will move off the phone and into ambient spaces. Brands should test AR-ready creative now, as early adopters of wearable platforms will shape consumer expectations when Snap, Meta, and Amazon push glasses into the mainstream.
Google, the latest Big Tech company to reach a $3 trillion market cap, is committing £5 billion ($6.39 billion) to expand its UK footprint and anchor AI and cloud growth in one of its most important ad markets. Google expects the expansion to help drive as much as £400 billion (about $511 billion) in AI-related economic activity for the UK by 2030 while supporting about 8,000 local jobs annually. By building infrastructure, tech giants are laying the groundwork for ad expansion across Europe. Each multibillion-dollar bet buys influence, regulatory goodwill, and a stronger grip on the region’s digital backbone.
Heading into the holiday shopping season, US adults plan to spend over $900 on average on consumer tech products, but they’re concerned about tariffs and prices, per a new CNET survey. Consumers’ top four worries revolve around costs, including tariffs and pricing (52%), finding quality tech at affordable prices (48%), affording new tech (38%), and straining finances (26%). Retailers and consumer tech brands will need to prove their value to earn sales. Bundles are a good bet, and short-term free subscription offers will likely bring in shoppers that could convert to recurring subscription revenues down the road.
Meta Connect, the company’s annual developer conference, will highlight how it’s weaving AI, VR/AR hardware, and ad technology across its platforms. Meta is expected to shift its multibillion-dollar bet from VR to smart glasses. Meta is shifting from experimental hardware to AI as the company’s true growth engine. Smart glasses may grab headlines, but the near-term payoff—and competitive edge—will come from campaigns built on AI. The bigger test is whether Meta can fuse its hardware, AI, and ad products into a cohesive platform that justifies its massive spending and persuades both consumers and advertisers to buy in.
China’s antitrust regulator accused Nvidia of violating commitments from its 2020 Mellanox acquisition, intensifying US-China tech tensions. The probe sent Nvidia’s stock down more than 2% in trading before it recouped most of the losses Monday, per The New York Times. If Nvidia’s access to China narrows, ad tech platforms—built on AI engines for media buying, personalization, and measurement—would see higher costs, delayed feature rollouts, and bottlenecks in innovation. Advertisers and CMOs should diversify providers, press vendors on supply chain resilience, and stay nimble in deploying AI tools.