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Meta’s media rift gets the paywall treatment from Simon Owens

Simon Owens’s Media Newsletter teases that Meta is paying the price for alienating media companies, part of a paid-subscriber roundup that also covers Substack’s new podcast ad tool and YouTube’s pressure on top creators.

Signal from Simon Owens's Media Newsletter · Simon Owens · read the original.

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Netflix launches ad-conversion Pixel, adds The Trade Desk as DSP partner

AdExchanger reports Netflix unveiled a Netflix Pixel for conversion tracking and audience targeting, and will add The Trade Desk as a programmatic DSP next month, announced the same morning Netflix reported Q3 earnings showing ad revenue growth fell short of expectations.

F1’s Apple TV deal shows sports rights buyers value more than ad dollars

Madison and Wall reports F1’s U.S. rights moved from ESPN to Apple TV in a 5-year deal worth roughly $150 million annually, up from $90 million under ESPN, even as early viewership figures have declined under the subscription paywall.

FT: Netflix’s hit drought stokes doubts about its $300bn valuation

The FT reports that Netflix faces mounting investor pressure as a dearth of breakout hits raises questions about whether its content slate can justify a market valuation near $300 billion.