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Over the longer term, merchants like grill-maker Traeger, fashion brand Steve Madden, and Academy Sports and Outdoors are shifting sourcing away from China. Consumers are also pulling spending forward. Fears that steep tariffs will drive up big-ticket item prices spurred an auto sales spike in Q4.

One of the nicer ways to use Twitter was to have it open as a companion during some major event, whether it's a sports match or the election or the Oscars or something like that. And that service is splintered across a lot of these platforms. Reddit now has these live blogs on sports subreddits that are very popular and get a lot of activity. There are places for those users to go, if not Bluesky.

Are you all the sports fan, fan of all? Todd Hassenfelt (01:47):. I'm a little bit odd. I'm Packers for NFL and then I'm Chicago For everything else, I'm Cubs, Blackhawks, Bulls, Illini. Depending on what side of the family, my wife is all from Chicago. Marcus Johnson (01:59):. Okay. Todd Hassenfelt (02:00):. Depending on the season, I'm upsetting someone or bonding with them. Marcus Johnson (02:05):.

The newly merged entity, of which Disney is the second-largest shareholder, will have unparalleled rights to cricket matches, a high-value sporting event for which streaming services bid billions. We forecast that India digital ad spending will jump 25.1% this year, the most of any country and nearly 10 points above runner-up Argentina.

Netflix鈥檚 ad business reaches maturity: The company is launching its own ad tech stack ahead of Upfronts.

And sports-centric Fubo TV, the largest digital pay TV provider we have not yet broken out, faces a potentially existential threat from the live sports streaming behemoth coming soon from Disney, Warner Bros. Discovery, and FOX. We plan to forecast Fubo TV viewership soon. Behind the Numbers.

At the moment, sports and certain reality series are bolstering linear viewership, helping it remain a significant player despite its dwindling market share. But with competition for sports ad space surging, there are other channels marketers can mix into their budgets to reach those potentially older, lower-income consumers.

Sports are primary programming. Hulu + Live TV regularly features athletes in its commercials, which underscores how crucial sports are for digital pay TV providers. In 2024, nearly one-tenth of the US population will watch live sports via a digital pay TV service, and around three-fourths of digital pay TV viewers will watch live sports on these services.

Sports and recreational sales were another bright spot. Sales rose 26.7% YoY thanks to surging interest in fitness and wellness. Uneven recovery: Despite the green shoots in China鈥檚 retail industry, both JD.com and Alibaba posted mixed results for their most recent quarters as low confidence pushed consumers to be more measured with their purchases.

She explains that as subscription prices rise and streaming-centric home entertainment becomes the norm, families are establishing their own hierarchies of always on services versus those that come and go with seasons of hit shows or sports.

Fox reported strong performance in Q3, driven by record political ad spending, Tubi's growth, and live sports viewership, with revenues rising 11%. Personalities over publishers: Consumers are turning to personal brands over corporate ones. Tucker Carlson's successful transition from cable news to digital media serves as a case study in audience migration and platform evolution.

What鈥檚 next: The separation is good news for Peacock, which has seen significant revenue gains in recent quarters thanks to sports content like the Paris Olympics and can spend aggressively without linear鈥檚 decline dragging it down. The path for SpinCo, however, is less clear.

This includes intrinsic ads in racing or sports games, or more elaborate game collaborations in virtual worlds. Shoppable formats are coming. Roblox has introduced ads leading to branded immersive experiences, an early form of shoppable ads.

Capitalizing on interest: Reflecting the rising popularity, Yahoo Sports and The Athletic will create a women鈥檚 sports hub offering free global written, audio, and video content. Yahoo Sports cited a 253% jump in women鈥檚 sports article views in the past year. Women鈥檚 live sports viewers are poised to rise steadily, from 4.1 million this year to 5.2 million by 2027.

The holiday box office competes with the couch: Audiences are returning to theaters, but Netflix is offering blockbuster content.

The news: Fox is reorganizing its ad sales team and reducing its workforce by around 3% as part of an effort to boost ad revenues and streamline processes across its sports, news, and entertainment platforms. The restructuring, led by ad sales head Jeff Collins, comes with several high-level hires from Warner Bros.

Penetration continues to rise in the maturing restaurant and retail verticals, while emerging verticals like sports and entertainment are also contributing. Software POS (softPOS)鈥攁 subset of mPOS鈥攊s booming. Globally, these points-of-sale will number 61 million by 2028, a 683% jump from 2023, per Juniper Research.