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Other retailers are getting there through partnerships, notably Walmart with The Trade Desk and The Kroger Co. with Roku. As these ventures continue to bear fruit, retail media networks will be on the receiving end of the flow of dollars from traditional to CTV鈥攁 trend that鈥檚 been playing out over years and shows no sign of abating.

This shift in policy is particularly significant as it could disrupt the balance between Amazon and its competitors, including Roku, Apple TV, and Google TV. Our take: Amazon's move to secure a larger slice of advertising revenues and impressions from developers might be seen as an aggressive stance, potentially leading to pushback or even a departure of major services from the Fire TV platform.

Examples: Roku, Fire TV, Samsung, Vizio, LG. Other considerations: When buying CTV ads across platforms, advertisers need to make sure ads are varied and not repetitive so that a viewer doesn鈥檛 see the same ad several times in different places. Our definition of CTV ads includes subscription streaming services, free streaming services, device-makers, and traditional TV offshoots.

In 2022, increases were especially pronounced among ad-supported video on-demand (AVOD) services, with The Roku Channel, Tubi, Pluto TV, Amazon Freevee, and Crackle all adding viewers and continuing to do so through at least 2027. At the same time, other streaming services with ad plans鈥攊ncluding Hulu, Disney+, Paramount+, and Peacock鈥攚ill see net growth in their viewership through 2027.

Retail media and CTV partnerships are also worth keeping an eye on, as partnerships like the one between The Kroger Co. and The Walt Disney Co. or Walmart and Roku allow for an unlock of first-party retailer data on CTV, which will be a $29.29 billion ad channel next year, according to our forecast. 鈥淚'm curious to see if there's any news on the retail media CTV front.

Only three players鈥擧ulu, YouTube, and Roku鈥攚ill make over $2 billion apiece in revenues this year, giving smaller players like LG and Samsung hope they can carve out a bigger chunk of the pie.

Roku is one of the biggest players in retail media CTV advertising, partnering with The Kroger Co., Instacart, and Best Buy. The Kroger Co. also announced a partnership with The Walt Disney Co. in April. Walmart is working with NBCUniversal in a retail media partnership.

How Netflix, Roku, and NBCUniversal are getting into commerce. Among active users, Netflix takes the platform crown, but ad-friendly TikTok, Hulu, and YouTube have better outlooks. More Chart of the Day:. 8/2 - Meta over YouTube? 8/1 - Keeping it dynamic. 7/31 - Streaming showdown. 7/28 - Price is key for D2C. 7/27 - Ad channel choices.

Streamers take Newfronts: Most TV networks and streaming services are focused on Upfronts, but Peacock and Roku will present at Newfronts this year as both services face significant challenges. Roku鈥檚 Newfronts plans come days after it announced the layoff of an additional 200 employees, the second round of layoffs it implemented in two months.

Last year, Roku introduced Espacio Latino featuring Spanish-language content, and Adsmovil USA launched Nuestra.TV, an ad-supported streaming platform with free bilingual video content, on Roku and Amazon Fire TV. 蘑菇AV 80% of Hispanic audiences want more diverse content on their screens, according to a 2022 report by Kantar. Language Matters When Targeting Hispanic Podcast Listeners.

Hulu, YouTube, Amazon, Roku, and Peacock will each generate more than $1 billion from their ad business this year, per our March 2024 forecast. 鈥淲e now have large-scaled ad businesses for advertisers to spread their money,鈥� Benes said. 鈥淪oon, this list will grow to seven or eight streamers.鈥�.

For example, Walmart Connect partnered with Roku on connected TV ads, while Amazon Ads teamed with Pinterest to offer Amazon Sponsored Product ads on the social platform. 5. Consumers shop differently across categories. Most US adults want quick in-store and online grocery shopping experiences, according to November 2023 data from Kearney.

Roku, Roblox, and Etsy were among hundreds of prominent SVB clients left in limbo over the weekend. SVB also worked with 鈥渘early half鈥� of US venture-backed biotech companies, which represented 12% of the bank鈥檚 $173 billion in deposits. The bank鈥檚 collapse could derail more than 1,500 climate startups working on solar, hydrogen, and battery storage projects.

CTV ads on OOH screens behave like normal CTV ads one might see on a Roku, but they come at a lower price. For example, Bar TV ad startup Taiv鈥檚 costs per thousand (CPMs) are around $15, which is half what advertisers often pay for live sports, according to AdExchanger. There鈥檚 high potential for contextual advertising.

Most crucially, Amazon Prime Video reported it will introduce ads in 2024, Walmart and NBCU announced a partnership, Roku inked a deal with Best Buy, and Kroger linked up with Disney. CTV ad spending will be nearly twice what we expected for 2025.

Instacart partnered with Roku to deliver CTV ads earlier this year. Stores are the next frontier. Insider insight: In-store retail media ad spend will account for just 0.5% of US omnichannel retail media ad spending, according to our forecast. But come 2027, one-fifth of all US digital out-of-home ad spend will come from retail media.

In many ways, WBD is trying to do just that: (eventually) charging users more for a secondary library of content they may not consume鈥攚hile simultaneously taking some content off the platform and licensing it to the likes of Roku and Tubi. At launch, JB Perrette, president and CEO of global streaming and games at WBD, highlighted the current 鈥減eak confusion鈥� era in streaming.

The group is currently made up of major TV networks and鈥攊n a sign of how complicated the advertising landscape is becoming鈥攊ncludes Roku as the committee's only streaming-only content provider. The JIC invited YouTube to join its ranks, despite the digital video giant publicly disagreeing with the committee鈥檚 focus on 鈥渓ong-form,鈥� 鈥減remium鈥� content.

鈥淚t will also further establish Amazon as a must-buy for advertisers investing in streaming, which means Roku, Hulu, and others in this space will face heightened competition for ad dollars.鈥�. On the other hand, CTV rivals could benefit in the long run from improving the connection between CTV and retail media.

Walmart has partnerships with Roku, TikTok, and Snap, which means a brand could buy ads through Walmart Connect to nudge that customer on CTV and social media. 3. In-store digital advertising refers to the new era of targeted ads in brick-and-mortar, which can target customers, increase sales, and leverage consumer data in real life.

Since then, Meta, Snapchat, Pinterest, TikTok, Roku, and a large number of retailers all jumped into retail media, and we downgraded our forecast by about 12%. Advertisers are struggling to determine where to put their dollars with so many options. Measurement is also a challenge.

CTV includes digital advertising that appears on connected TV (CTV) devices; includes display ads that appear on home screens and in-stream video ads that appear on CTVs from platforms like Hulu, Roku, and YouTube; excludes network-sold inventory from traditional linear TV and addressable TV advertising. Print includes magazines and newspapers.

Hulu, YouTube, and Roku are well ahead of the new players, but each year there are more ad dollars to go around. Still, CTV advertising is 鈥渘ot growing like it once was,鈥� said Cramer-Flood. 鈥淣othing is.鈥�. Bad news: Social media ad spend is hurting thanks to a tough year at Meta. US social network ad spend will grow just 3.4% this year to $68.45 billion.

These devices include Apple TV, Xfinity Flex, Amazon Fire TV, Google Chromecast, Roku, smart TVs, video streamed on connected Blu-ray devices, and video streamed on connected game consoles. Time spent on CTV devices has nearly doubled in four years.

Through partnerships with platforms like TikTok, Snapchat, and Roku, Walmart can better target, activate, and measure consumers across the full marketing funnel. The in-store opportunity: Walmart runs about 4,700 stores in the US, providing a huge opportunity for in-store retail media formats. 鈥淭he majority of our sales are happening in-store,鈥� said Lehrfeld.