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The landmark NBA deal includes exclusive live game rights in the Nordics, Poland, and parts of Latin America, excluding Brazil and Mexico. WBD鈥檚 TNT Sports will produce the iconic 鈥淚nside the NBA鈥� show, featuring Charles Barkley and Shaquille O'Neal, which will air on ESPN and ABC starting with the 2025-26 season.

International performance, particularly in China and Latin America, continues to drive global box office recovery. Marketing innovations, including localized campaigns and social media strategies, are reshaping film promotion and providing insights about audience preferences. Streaming platforms are increasingly using theatrical releases to boost visibility and subscriber engagement.

Latin America is also a vulnerable spot for Amazon. Mercado Libre is building momentum in countries like Brazil, Mexico, and Argentina. There is far less retail media ad spending in the region than in China鈥攂ut it鈥檚 growing much faster. Retail media is hottest in Latin America, though the outlook is positive everywhere.

Prosus to buy Just Eat Takeaway for $4.3 billion: The firm plans to reuse the playbook that drove growth at its Brazilian food delivery company iFood.

Levi鈥檚 delivers downbeat outlook as uncertainty roils retail industry: The company expects potential tariffs, FX headwinds, and higher taxes to weigh on its 2025 performance.

On today鈥檚 podcast episode, we discuss the many definitions of an 鈥淎I agent鈥�, why they鈥檙e so hard to build right, and what comes next. Join Senior Director of Podcasts and host Marcus Johnson, Analyst Jacob Bourne, and Vice President of GenAI Dan Van Dyke. Listen everywhere and watch on YouTube and Spotify.

Holiday spend, international transactions, and non-card payments boosted growth

Those investments will help further solidify Mercado Libre鈥檚 dominance in Latin America. We expect it will account for 30.0% of all online spending in Latin America by 2026, up from slightly less than one-quarter in 2022.