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Danny, let's talk about one of their competitors because Amazon is launching its ad-supported tier of its Prime Video streaming service a year after Netflix did the same. We're going to talk a bit about the Prime Video streaming ad tier in tomorrow's episode in the story of the week for the weekly listen, but I wanted to look at the Netflix angle in this episode.

Teaming up with GroupM, Amazon is developing shoppable content for its free ad-supported streaming TV channel on Prime Video and Freevee. 鈥淓ven if [livestream shopping] doesn't work for Amazon, finding ways to incorporate buying in shows is smart for them,鈥� Lebow said. 6. Fenty.

Amazon will continue to take advantage of the retail media opportunities that arose with the rollout of its new ad-supported tier on Prime Video.

Netflix, Amazon Prime Video, Disney+ and others have all raised prices and increased ad loads in 2023. But for YouTube, raising premium pricing and changing ad loads are different. YouTube is the de-facto video platform of the internet, and users who have spent the last decade or more customizing their experience and using YouTube for free won鈥檛 be eager to pony up.

Record Prime Day sales, booming ad business powered Amazon to Q3 earnings beat: The retailer expects to carry that momentum into Q4.

Amazon introduced ads to its Prime Video streaming service this year, creating an audience of 130.4 million ad-supported viewers, per our forecast. While Amazon lacks the store footprint and grocery business of competitor Walmart, it remains the dominant RMN in the US. Walmart: Last year we said Walmart was working its way up the retail media ladder, and this year it certainly has put in the work.

鈥淏ut its recent rollout of Prime Video ads and a new ad-free subscription tier is a big way for it to beef up its ad offerings.鈥�. What鈥檚 interesting:. New AI-powered tools are being released to improve the Amazon customer experience. The mobile app, for example, uses AI to answer shoppers鈥� product questions based on reviews and listing information.

Amazon, Costco Wholesale, and other retailers now face an uphill battle to win recurring revenues in the era of subscription fatigue.

While SVOD services like Netflix, Prime Video, Disney+, and Apple TV+ have captured audiences for years, the launch of AVOD options like PlutoTV (December 2022 release in Canada) and tiered pricing from SVODs has expanded addressable audiences for advertisers. Once blocked from SVOD鈥檚 captive viewership, advertisers can now use ad units targeting a broader selection of video audiences.

The Prime Video part is just one facet. They have the operating system with Fire tv, we include Twitch stuff on there. If it's at least shown on a television screen, freebie still exists. We'll see if it just gets folded into Prime video. But there's a lot going on with Amazon. Yeah. Marcus Johnson (16:35):. Alright folks, that's all we've got time for today's episode.

Retail pharmacies鈥� plight is Amazon鈥檚 gain: The online pharmacy is doubling down on fast medication delivery to capture market share from pharmacy incumbents.

We don't have time for that piece of lore on the pod today, so let's keep moving to number one, which is Amazon, which launched ads in Prime Video just this week. Arielle, tell me more. Arielle Feger:. Yeah. So there's a lot to say here. Yeah, so as you said, Amazon will start incorporating ads into its Prime Video service starting this week. Not only is that going to kind of bump up ...

Prime Big Deal Days spurs consumers to shop on a random Tuesday in October: Amazon鈥檚 event drives shoppers to spend, even if most aren鈥檛 buying holiday gifts.

Walmart partners with Burger King to beef up Walmart+ perks: While the retailer focuses on appealing to its core customer base, Amazon makes a move for holiday and grocery sales.

But usage of the payment option remained quite limited compared with the share of buyers who use BNPL at any point during the year

Amazon can stake a claim as one of Canada鈥檚 top mass merchants, even without having physical stores. It has reached this milestone after more than three years of accelerated retail ecommerce in the country.

Story two, Amazon's second year of streaming Thursday Night Football sets records for its season opener both for Prime Video and for NFL game streaming overall. Our senior director of briefings, Jeremy Goldman notes that this includes viewership metrics, not only from Prime Video, but also from Twitch and NFL plus.

Australia is looking to require streaming platforms like Netflix, Amazon Prime Video, and Disney+ to spend a portion of their Australian-derived revenues on local television and films, per The Conversation.

Obviously, it's retail media, and we talk all the time about how retail media is the future of CTV advertising data, so I do agree that Amazon introducing ads on Prime Video can't be overlooked. Sky Canaves:. It will more strongly innovate to connect the targeting to shopping and commerce the content on Prime Video to being able to shop.

Amazon鈥檚 MX Player acquisition reignites the battle for Indian consumers: $100 million purchase gives Amazon ownership of the largest free streaming service in India.

I mean, Apple TV just signed a deal to be distributed on Prime Video, for example, because they're really struggling to increase subscriptions meaningfully since almost everyone it seems has a streaming subscription of some kind. So yeah, I'm curious what in a year from now they're going to be kind of teeing up as the next big initiative at the company. Marcus Johnson (15:29):.

Google, for instance, recently added a YouTube app in Android Automotive, and Amazon Fire TV and Prime Video are available in some passenger seat screens. Car companies such as Tesla, BMW, and Lexus have also introduced games accessible in stationary cars. More sophisticated entertainment systems will allow individual control over content on screens. Car commerce starts to appear.

Amazon tries to expand Whole Foods鈥� appeal: It added a micro fulfillment center to one site so customers can pick up an array of items when they shop.

India鈥檚 festive season kicks off on a high note: Strong early spending is a promising sign for brands like Apple and Amazon India that are investing heavily in the rapidly growing market.