蘑菇AV

The news: UK regulator Ofcom is opening an inquiry into how the streaming landscape will evolve over the next 15 years after research from the Department for Culture, Media and Sport (DCMS) found that 5% of UK consumers (1.5 million people) will be left out of the streaming ecosystem by 2040 and will still rely on linear TV.

Zaslav was upbeat that potential regulatory changes could spur additional media consolidation, hinting at future partnerships or mergers to strengthen content offerings and improve the fragmented user experience across streaming apps.

67.5 million US households use smart TVs, making it the No. 1 device among connected TV (CTV) households across the country, according to July 2024 data from Comscore.

Mercado Libre is bullish about growth opportunities: The ecommerce giant is making massive investments to extend its dominance of the Latin American market.

On today's podcast episode, we discuss what commerce media encompasses, the size of the financial and travel networks, and the companies to pay closest attention to in this space. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Arielle Feger and Principal Analyst Sarah Marzano.

CMOs are often the first people facing pressure to cut spend in a challenging economy. Marketers need to be able to trim budgets in a way that doesn鈥檛 thin out the brand. 鈥淎 common approach we see during these economic downturns is to cut those upper-funnel tactics鈥�but I really believe this is very shortsighted,鈥� said Laura Brooks, fractional CMO at Made by Nacho, during our recent 蘑菇AV Summit.

Commerce media is becoming more competitive as retailers and non-retailers continue to build out their networks and advertisers prioritize measurement for proven results. Looking ahead to 2025, cross-industry partnerships will grow and in-store media will enable retailers to merge online behaviors with in-person shopping.

Almost all search ad spend growth is coming from retail media, per our forecast. 鈥淭raditional search is slowing to a crawl,鈥� said Mitchell-Wolf. Indeed, Amazon is the most popular platform for starting shopping online in the US, beating out traditional search engines, according to Jungle Scout data. Retailers see the revenue benefit search can offer.

We're also joined by our Senior Analyst who covers everything retail and e-Commerce. He is based in Chicago, just north of the city. We call him Zak Stambor. Zak Stambor (00:59):. Hey Marcus. Hey Jeremy. Marcus Johnson (01:01):. Hey fella. So fact of the day. So we've got a couple of basketball fans on this episode, so I thought I'd go basketball. Who was the first player to dunk a basketball?

With a broader lineup of partnerships that include Reuters, Cond茅 Nast, and the Associated Press, OpenAI has strengthened its relations with the media, improving the quality of its queries in the process. Implications for advertisers: Unlike Google鈥檚 ad-laden results, ChatGPT鈥檚 search interface remains ad-free, offering a cleaner user experience.

Amazon and other retail media networks are not hubs for election ad spending, but the high costs on other channels could encourage advertisers to test unfamiliar ad ecosystems. That dynamic could help forge relationships that extend beyond the election season and make these secondary platforms more consistent parts of ad budgets.

However, this quarter鈥檚 successes in e-commerce and advertising will help prop up margins for now.