PubMatic addresses publisher concerns with AI Insights, a tool that reveals buyer, DSP, and inventory trends to clarify where demand and value move.

Meta's Q4 revenues jumped 24%, but massive AI capex made it one of its costliest quarters.

Disney will fully fold Hulu content into Disney+ by 2026, transforming Disney+ into a broader streaming portal spanning family programming, general entertainment, news, and sports. Hulu’s brand will remain intact inside the app, but its slowing revenue trajectory—expected to reach nearly $12 billion by 2027—has accelerated the logic for consolidation. The strategy becomes more important as Netflix pursues its takeover of Warner Bros. Discovery, potentially creating the most powerful premium-content library in streaming. Disney must keep viewers inside its ecosystem longer, reduce churn, and strengthen its ad-supported tiers. Success depends on balancing Hulu’s adult content with Disney+’s family identity while expanding perceived value.

Digital ad spending remains resilient although economic signals are wobbly. AI-driven optimization, richer first-party data, and surging digital video will keep growth strong even as search shifts and traditional budgets fade.

Warner Bros. Discovery (WBD) rejected Paramount’s hostile acquisition bid Wednesday and told its shareholders the offer is “inferior” to Netflix’s bid. WBD’s board said Paramount’s offer carried "significant risks,” adding that it does not see a “material difference” in the risks Paramount will face compared with Netflix in receiving approval in the US and globally. Consolidation will reshape ad market dynamics regardless of WBD’s fate.

After Netflix announced its plans to purchase Warner Bros. Discovery (WBD) Friday, advertisers were left questioning the future of streaming advertising across two of the industry’s strongest ad-supported platforms. Even amid uncertainty on the deal’s future, the current strategy for advertisers is to prepare for a consolidated streaming market where a select few players command audience attention.

Creator partnerships are increasingly a necessity for driving strong marketing results, according to a TikTok report on influencer-led campaigns. Even as influencer marketing proves its value, consumers are becoming more inundated with influencer ads. This makes it paramount that advertisers tailor their strategies for the best results as the influencer marketing space becomes highly saturated.

The connected TV (CTV) landscape is evolving rapidly from an exclusive channel to a democratized medium that drives action for brands of all sizes. In a conversation with EMARKETER, Mike Laband, group SVP of revenue at Magnite, shared his insights on democratization, how Magnite is investing in innovation, and where CTV ad formats are headed. Marketers who ride the wave of CTV innovation will be best positioned to succeed as the medium becomes heavily saturated with ads.

Ad tech leader PubMatic and self-service connected TV (CTV) ad platform MNTN have teamed up to give smaller advertisers access to prime CTV property, per Adweek. Smaller advertisers can take advantage of the PubMatic-MNTN deal to initiate or accelerate investment in a high barrier to entry format with proven results as CTV evolves into a more inclusive marketplace.

Streaming is becoming a critical investment for marketers as the format evolves and continues to chip away at linear TV’s dominance. In an exclusive EMARKETER interview at Advertising Week New York, Reed Kiely, director of data insights and trends at the Video Advertising Bureau (VAB), outlined how marketers can tap into streaming’s potential and what will define success in a fragmented ecosystem. Marketers should follow audience attention and gradually allocate more budget to streaming services—but “prioritize quality content and ad experiences” as fragmentation heats up.

Access to connected TV (CTV) is inching toward democratization, transforming a high barrier to entry into an accessible landscape for brands with smaller budgets to connect with consumers. AdGood and Magnite illustrate how CTV is evolving from a premium resource to a more inclusive and dynamic marketplace as the format matures.

A leaked Adweek-reviewed file details how The Trade Desk partners with 49 retailers worldwide to sell ad placements built on shopper data. The document reveals steep markups and inconsistent rules: Albertsons charges up to 45% of media costs, Best Buy limits custom audiences, Costco sets $100K minimums, and Walmart imposes fees capped at $3.50 CPMs plus measurement charges. Other retailers add restrictions around ad categories or approvals. The leak highlights both the value and complexity of retail media as brands chase audience targeting tied directly to transactions. Transparency remains a challenge, with costs and conditions varying widely by partner.

Acxiom, IPG Mediabrands, and IRIS.TV have partnered to launch Acxiom Contextual CTV, a privacy-safe targeting tool powered by IRIS_ID. The solution analyzes content context—genre, subject, tone—without using personal identifiers, addressing rising privacy concerns as cookies disappear. Already present in 17–40% of US bidstream inventory, IRIS.TV enables more accurate targeting, while early pilots show higher video completion rates and stronger brand lift. Publishers benefit too, with CPMs rising as much as 25%. With CTV ad sales projected to hit $46.9 billion by 2028, this approach could set a new industry standard for performance, compliance, and contextual relevance.

The news: Disney announced that it will merge Disney+ and Hulu in 2026, a move that could save it $3 billion. The news came after a mixed Q3 FY25 that beat expectations thanks to high spending at Disney theme parks and growth in streaming, but saw advertising revenues fall short of analyst estimates. Our take: Disney’s future success depends on whether merging its core streaming offerings boosts advertiser appeal and a successful sports push that can compete on a similar level as rivals with access to tentpole live events like the Super Bowl.

The news: Amazon will bring inventory from Roku to its demand-side platform (DSP), the two announced at Cannes Lions, starting in Q4 2025. Our take: Amazon’s Roku partnership is a well-timed announcement to convince advertisers to stick with their CTV ecosystems even amid tightening budgets.

The news: Amazon’s Private Auction is quietly reshaping the CTV landscape by introducing more flexible buying on Prime Video. The format allows smaller advertisers and performance marketers to compete for inventory through open bidding, bypassing the need for costly guaranteed placements. As CPMs decline and the demand for agility rises, this move gives brands better control over pricing and access. Our take: While big brands may still favor premium guarantees, Amazon’s shift reflects broader momentum toward programmatic efficiency. By inviting direct-response buyers into the Prime Video ecosystem, Amazon is not just monetizing scale—it’s redefining what CTV access looks like in 2025.

TikTok shifts away from free traffic for US merchants: The change will require businesses to pay for ads for visibility, but TikTok remains a critical touchpoint.

Prime Video offers show-level ad reporting: The move positions it as a testing ground for streaming’s evolution, where transparency matters as much as viewer data.

Why CPMs are falling at Upfronts: Increased inventory and viewership is causing streamers to soften prices during the buying season.

Efforts to keep TikTok in the US grow, but confidence is low: While Democratic senators and Trump float ideas to extend the April deadline, key players are stepping back.