Daily MIC: Disney First Studio to Hit $2B WW Box Office in 2026; Ad-Supported Streaming Has Potential to Exceed Premium Monetization - EDO; Claude Challenges Google in Local Search

Research evidence excerpt

Daily MIC: Disney First Studio to Hit $2B WW Box Office in 2026; Ad-Supported Streaming Has Potential to Exceed Premium Monetization - EDO; Claude Challenges Google in Local Search

September. Retail media networks offer advertisers a way to reach consumers

in stores or online using all the data they collect on their customers. They “don’t have all

the actors and comedians and late-night pundits. They don’t have the news anchors,” said

Susan MacDermid, founder of the Ascendant Network, the advertising industry-focused

events business that is organizing the retail media networks’ gathering. “It’s not going to

be glitz and glamour.” Retail media has provided a major growth engine for advertising in

recent years. The media investment group WPP Media forecast in December that global

retail media ad revenue would increase 11.3% last year to $174.2 billion, surpassing TV

ad revenue.

AMZN, NFLX, DIS: Prime Video follows Netflix and Disney by adding a TikTok-like ‘Clips’

feed in its app (Tech Crunch) - Amazon is adding a short-form video feed to the Prime Video

app called “Clips,” the company announced on Friday. Rolling out first in the U.S., Clips will

include… well, clips of shows on Prime Video that are designed to hook a viewer and get

them to give the full show a try. From that clip, users can add a title to their watchlist, share

it with a friend, or navigate to rent, buy, or access the title through their subscription.

TTD, GOOG/L, META, WPP.L, OMC, PUB.PA, DNTUY: ‘Google doesn’t care that it’s

terrible’: Brand, agency execs air frustrations with The Trade Desk, Google’s Performance

Max, Meta’s Advantage+ (Digiday) - Think transparency is hard to come by in programmatic

advertising? Well, get a bunch of brand and agency executives in a room, and they’ll get