蘑菇AV

In 2023, Prime Video will host the first Black Friday NFL game, offering brands valuable鈥攅ven Super Bowl-esque鈥攁irtime. Walmart鈥檚 partnerships with The Trade Desk and Paramount+ promise data-powered connected TV (CTV) inventory. Brands are gaining access to display, video, and CTV inventory. And the Paramount+ deal may signal a deeper partnership to extend Walmart鈥檚 footprint to more screens.

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 ...

I think of MrBeast signing with Amazon Prime Video reported $100 million deal. Are there more opportunities like that? Jasmine Enberg:. Yeah, absolutely. I mean, I think as the creator economy becomes more legitimate and legitimized and people start to understand the power of creators, the more opportunities there will be.

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.

Prime Day 2024 shatters records yet again as consumers stock up on essentials: Shoppers spent $14.2 billion online, spurred by significant discounts and the chance to get a head start on back-to-school needs.

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.

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.

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.

Three others (Amazon Prime Video, Hulu, and Disney+) will each be watched by at least 40% of the US population by the end of 2026, but none will quite reach Netflix鈥檚 market share. Here鈥檚 another way to quantify Netflix鈥檚 massive userbase: It will have more viewers than all ad-supported streaming services combined, excluding YouTube and TikTok, through 2026.

On today's podcast episode, we discuss whether the October Prime Day is actually a holiday event, how events around this time of year are changing how folks shop throughout the back half of the year, and what the disruptors are likely to be as we head into the holidays. Listen to the conversation with our analyst Sara Lebow as she hosts analysts Zak Stambor and Rachel Wolff.

Ecommerce sales will return to double-digit growth this holiday season amid a backdrop of healthy consumer spending.

Amazon rolls out US grocery subscription as it tries to halt Walmart鈥檚 momentum: But the offering鈥檚 high cost relative to those of competitors could limit its impact on Amazon鈥檚 grocery business.

Amazon鈥檚 cost-cutting initiatives are beginning to pay off: The company鈥檚 North America business returned to profitability in Q2, buoyed by advertising and improvements in fulfillment.

And then Hulu and Prime Video have about 3% each. Disney Plus and Tubi, 2% each. And then the rest of the smaller guys, Roku Channel, Max, Paramount Plus, Peacock, Pluto TV, they have about 1% share each. That's what it looks like pretty much. Hulu hasn't gained any share in the last two years. Netflix has gained a point.

Etsy鈥檚 sales have remained 鈥渆ssentially flat鈥� for two years: The niche online marketplace鈥檚 inability to broaden its reach led it to lay off about 225 employees.

Amazon and Walmart reinforce the value of their membership programs: Amazon now offers free Grubhub+ membership as a permanent Prime perk and Walmart+ announces its member-exclusive sale.

But going with kid-friendly or family-friendly content that's primarily aimed at kids will only get Disney+ so far to become a broader service competing in time spent with Netflix and Prime Video. They do need the R rated mature videos and films. Marcus Johnson:. So do you think they're going to keep the Hulu brand just inside the Disney+ app? Is that what you foresee? Ross Benes:.

So even if there's, let's say, four to 5% of Prime Video viewers end up adding something to their cart directly from a Prime video ad, that's going to amount to a pretty big number. Marcus Johnson:. Suzy, any thoughts here on the retail angle? Suzy Davidkhanian:. I agree.

Walmart takes a shot across the bow at Amazon: The retailer鈥檚 latest holiday marketing campaign aims to go after Amazon鈥檚 dominance of online shopping holidays.

Faster is better when it comes to ecommerce delivery times: Amazon and Walmart leverage automation, limiting the distance items travel to quickly get online orders to shoppers鈥� doors.

Many retailers launched paid memberships over the past three years. For the most part, they were intended to increase revenues and build loyalty during the pandemic-driven ecommerce boom. But the slowdown in revenue growth indicates that consumers are only willing to spend so much on retail subscriptions, particularly amid economic uncertainty.

So the MBA strikes gold apparently, with a new $76 billion 11-year media rights deal with Disney, NBCUniversal, and Amazon Prime Video, notes our senior director of briefings, Jeremy Goldman. The deal, which is two and a half times the value of the last one goes into effect after the coming season.

Amazon sees a big opportunity in beauty: The retail giant is hosting the Summer Beauty Haul sales event to capture shoppers鈥� attention, boost retail media spend, and drive sales.