Hot List: Candid & Profound
“Candid & profound” - Linda Yaccarino, yesterday
Streamers go on sale this Cyber Monday with subscriptions at $1, which kind of tells you what you need to know about the state of media.
“F*^% you” is another….. by cursing at Disney Elon Musk is selling trucks to middle America. Linda meanwhile is being treated to an Unmerry X Mas.
Disney is also expecting half of its revenue to be automated, according to Laura Martin’s notes from the Innovid investor day… That is code for programmatic growth and even more layoffs.
They also talked about AI and creative, which is a big topic from Alan Wolk who looks at the long tail this week.
In the meantime, consequential Americans Carter, O’Conner and Kissinger depart the planet, while FOX NEWS, Gavin and Ron team up to debate in a contest where each gets a prize.
Speaking of Americans, CONGRATS to Dan Callahan for the new big gig at Spectrum Reach.
NEWS TO PERUSE
Advertising
Samsung Ads reports rise in app-based TV viewing across European markets - Melissa Kasule [Digital TV Europe]
Advertising Is Dead. Long Live Advertising. - Suzanne Vranica [WSJ]
Will Self-Serve Get Small Advertisers to Embrace TV? - Alan Wolk [NextTV]
U.S. Advertising Revenue Forecast Raised for This Year and Next, But With a Big Caveat - Georg Szalai [THR]
Lilly’s Zepbound Is Set to Be Another Hit Amid Weight-Loss Frenzy - Madison Muller & Diana Li [Bloomberg]
X May Lose Up to $75 Million in Revenue as More Advertisers Pull Out - Ryan Mac & Kate Conger [NYT]
Security News This Week: Google’s Ad Blocker Crackdown Is Growing - Matt Burgess [Wired]
23andMe Wants To Make CTV Part Of Its DNA - Anthony Vargas [AdExchanger]
Walmart to debut shoppable holiday series on Roku, TikTok and YouTube - Jack Neff [Ad Age]
Programmatic CTV Is In Its Consolidation Phase - Alyssa Boyle [AdExchanger]
2024 Political TV Advertising: We’re Ready To Project The Winners - Howard Homonoff [Forbes]
Streaming Wars
Call It a Comeback: Roku Reaches 19-Month High on Wall Street After Yet Another Upgrade - Daniel Frankel [NextTV]
Dan Callahan Joins Charter’s Spectrum Reach as Group VP - Jon Lafayette [NextTV]
DirecTV's Rob Thun Tells Tegna to Get Direct With Either the Networks or Pay TV Customers as the Latest Retrans Dispute Devolves Into Yet Another Blackout - Daniel Frankel [NextTV]
Apple and Paramount Discuss Bundling Their Streaming Services - Jessica Toonkel [WSJ]
How programmatic became a bigger part of the TV and streaming ad business in 2023 - Tim Peterson [Digiday]
The Strange $55 Million Saga of a Netflix Series You’ll Never See - John Carreyrou [NYT]
EXCLUSIVE: WGA Threatens Amazon Studios With Lawsuit Over Post-Strike Shows on Ice - Elaine Low [The Ankler]
Taylor Swift’s ‘Eras Tour’ Movie Will Be Available for Streaming Next Month - Joseph Pisani [WSJ]
FreeWheel Boosts Access to FAST Channels in OrkaTV Deal - Jon Lafayette [B&C]
Data & Measurement
How to Measure CTV Advertising Success Without a Collective Currency - Tyler Nesler [Streaming Media]
Why advertisers are excited about attention metrics - Ryan Barwick [Marketing Brew]
Hollywood Strikes Prompt 22% Decline in Combined Ad Spend for Films, TV Shows and Streaming Services - Lucas Manfredi [The Wrap]
Innovid study examines impact of measurement and optimization gaps across CTV campaigns - Antoinette Siu [Digiday]
For Streamers, Not All Churn Is Bad, New Research Finds - Jon Lafayette [B&C]
Hub: Smart TVs Gaining Ground as Viewership Starting Point - Media Play News - Stephanie Prange [Media Play News]
ITV Launches New Outcome Measurement Tools to Prove TV's Value - Tim Cross [VideoWeek]
Hub Research: Netflix Top Retained Streaming Service on Televisions - Erik Gruenwedel [MediaPlayNews]
Landscape
Linda Yaccarino’s Very Unmerry X Mess - Kim Masters [THR]
Paramount Joins Go Addressable, Which Becomes a Trade Organization - Jon Lafayetter [B&C]
Meta Is Struggling to Boot Pedophiles Off Facebook and Instagram - Jeff Horwitz & Katherine Blunt [WSJ]
Disney Linear TV Networks “Not For Sale,” CEO Bob Iger Says, Though “Unbelievably Rigorous” Internal Review Continues To Gauge Their Long-Term Strategic Value - Dade Hayes [Deadline]
Paramount Advertising Chief John Halley Says Current Mix Of Streaming, Linear And Digital Is “A Big Mess” For Buyers And Sellers, “But We’re Going To Work Toward A Better Future” - Dade Hayes [Deadline]
TikTok's TV 'Problem' - Mike Shields [Next In Media]
Sports
Thanksgiving’s Football Streaming Mess - Martin Peers [The Information]
It Works! NBA In-Season Tournament Generates 20% November Ratings Spike for ESPN - Daniel Frankel [NextTV]
NASCAR lands $7.7B in media rights deals - Adam Stern & John Ourand [SBJ]
Disney sets India cricket viewership record for TV, streaming during world cup - Munsif Vengattil & Aditya Kalra [Reuters]
Intense Popularity Won’t Spare TV Sports From Big Challenges Ahead - David Bloom [Forbes]
Survey: Sports rights owners not meeting needs of media partners - [Advanced Television]
It’s not just Swifties: There are more sports fans, and brands see a way to score - Travis Clark [The Current]