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Retail media creative, not just placement, is deciding sales lift

Retail-media

Netflix agrees to report box office for six upcoming theatrical releases

Streaming

iHeartMedia gives Netflix exclusive video rights to 15 top podcasts

Creators

ADvendio joins AgenticAdvertising.org to back AdCP standards

Ad-tech

Streaming ad loads jump 18%, raising the creative bar

Streaming

Google’s automated promotions feature ties online discovery to in-store shopping

Retail-media

Ad sector set for worst earnings growth of 2026, Bloomberg data shows

Agencies

Ad tech’s regulatory clouds gather over Amazon, Google, and The Trade Desk

Ad-tech

Can AI predict which ads will actually work?

Measurement

Time magazine starts running ads aimed at AI agents, not humans

Ad-tech

EDO: NFL ads outperformed typical primetime spots 73-to-1 last season

Measurement

Ipsos exec: culture can’t be reduced to a single metric

Measurement

Digiday’s Q4 ins and outs for the creator economy

Creators

US linear orders fall less sharply than streaming, Ampere finds

Streaming

11 retail media networks pitch their own version of differentiation

Retail-media

Netflix households log 3.5 hours daily, most of any streamer

Streaming

Retail media’s tech gap isn’t the tools — it’s the org chart

Retail-media

YouTube terminates 20 ‘ghost creator’ channels after Semafor exposé

Creators

Crooked Media’s nonprofit launches political creator drive for 2028

Creators

Publishers eye SME licensing as a bigger market than AI deals

Ad-tech

Brands loosen return policies to win holiday shoppers

Retail-media

Amazon cancels ‘Spider-Noir’ despite 11 Emmy nods and 2.6B viewing minutes

Streaming

Streaming price hikes are outpacing cable’s worst inflation years

Streaming

Walmart expands restaurant delivery beyond its own stores, targeting Dunkin’s 10,000 locations

Retail-media

Amazon-FTC case exposes ad auction opacity as industry norm, not outlier

Ad-tech

Retail media creative, not just placement, is deciding sales lift

EMARKETER’s latest guidance argues that as retail media inventory becomes commoditized, the creative shown in on-site and off-site placements is what separates campaigns that convert from those that don’t.

The Record →
Netflix agrees to report box office for six upcoming theatrical releases
iHeartMedia gives Netflix exclusive video rights to 15 top podcasts

The channels

2231 signals

Retail media creative, not just placement, is deciding sales lift

EMARKETER’s latest guidance argues that as retail media inventory becomes commoditized, the creative shown in on-site and off-site placements is what separates campaigns that convert from those that don’t.

Netflix agrees to report box office for six upcoming theatrical releases

Variety’s Matt Donnelly reports that Netflix will report box office grosses for six upcoming films, including Greta Gerwig’s “Narnia” and “Charlie and the Chocolate Factory,” Variety learned.

iHeartMedia gives Netflix exclusive video rights to 15 top podcasts

Inside Radio reports that iHeartMedia struck an exclusive video podcast deal with Netflix covering more than 15 shows, including The Breakfast Club and My Favorite Murder, starting early 2026. iHeart keeps all audio rights and distribution; only Netflix will carry the video versions.

ADvendio joins AgenticAdvertising.org to back AdCP standards

ExchangeWire reports that ADvendio, an agentic advertising execution platform, has joined AgenticAdvertising.org, the nonprofit behind the Ad Context Protocol that lets AI buying and selling agents communicate across publishers and retail media networks.

Streaming ad loads jump 18%, raising the creative bar

eMarketer’s Marisa Jones reports that streaming ad loads climbed 18% as platforms pack in more commercial minutes per hour, narrowing the gap with linear TV’s traditional load.

Google’s automated promotions feature ties online discovery to in-store shopping

eMarketer’s Asa Hiken reports that Google is testing a new automated promotions feature that connects online product discovery directly to in-store shopping behavior, according to EMARKETER.

Ad sector set for worst earnings growth of 2026, Bloomberg data shows

Bloomberg Intelligence data shows the S&P 500 media index will post the weakest earnings growth of any sector in 2026, dragged down by Trade Desk.

Ad tech’s regulatory clouds gather over Amazon, Google, and The Trade Desk

Digiday reports that Early September brought a flurry of headlines involving three of ad tech’s biggest names at once. Digiday’s briefing ties the developments to shifting financial realities as AI becomes the default setting, not a selling point, across Madison Avenue.

Can AI predict which ads will actually work?

System1’s Andrew Tindall pits AI creative testing against human panels across ten major ads, checking whether machine scores match established effectiveness benchmarks.

Time magazine starts running ads aimed at AI agents, not humans

Marketing Brew’s Jasmine Sheena reports that time is serving “Agent Ads” via ad-tech platform Mobian to an allow list of roughly 70 bots, routing them to markdown pages with brand-verified facts before they reach the actual webpage.

EDO: NFL ads outperformed typical primetime spots 73-to-1 last season

The Drum’s Margo Waldrop reports that EDO analyzed every national TV ad aired during the 2025-26 NFL regular season and found the average NFL spot drove the same consumer-behavior impact as 73 typical primetime ads, up 15% year over year.

Ipsos exec: culture can’t be reduced to a single metric

In Ad Age’s Data Unfiltered series, Ipsos’ Janelle A. James argues culture resists standard measurement and requires context, pointing to emerging, influential segments like Gen Z as “vibrant fringes” that defy neat categorization.

Digiday’s Q4 ins and outs for the creator economy

Digiday’s quarterly ins-and-outs list flags diversification over platform dependency, employee creators over firing them, and creator marketplaces folding into major platforms rather than standing apart.

US linear orders fall less sharply than streaming, Ampere finds

C21Media reports that Ampere Analysis found US linear orders fell 26% between 2022 and 2025, from 1,773 to 1,304, while streaming orders dropped 41%, from 1,144 to 678, over the same span.

11 retail media networks pitch their own version of differentiation

At Ascendant’s Showcase upfront, 11 retail media networks — from Home Depot to PayPal to Chase — each pitched a different edge: proprietary data, cross-merchant reach, or niche audience depth, while executives flagged incrementality and interoperability as shared industry asks.

Netflix households log 3.5 hours daily, most of any streamer

eMarketer’s Peter Clark reports that US households spent an average of 3.5 hours a day on Netflix in June 2026, up from 3.1 hours in March, ahead of every rival streaming service, per a Comscore survey.

Retail media’s tech gap isn’t the tools — it’s the org chart

The Drum’s Kiri Masters reports that a Drum column traces four eras of retail media tech, from in-house builds to composable cloud stacks to AI-ready data, arguing today’s networks have more good technology available than ever but little organizational appetite to install it.

YouTube terminates 20 ‘ghost creator’ channels after Semafor exposé

Semafor’s Max Tani and Graph Massara report that YouTube removed 20 channels tied to a network of AI-scripted “ghost creators,” days after Semafor exposed the operation.

Crooked Media’s nonprofit launches political creator drive for 2028

Crooked Ideas is launching video programming and brands to reach young, politically skeptical voters ahead of 2028, hiring digital strategist Kyle Tharp to lead it.

Publishers eye SME licensing as a bigger market than AI deals

Press Gazette explores licensing to small and medium businesses as a growth path beyond AI deals, since SMEs make up 99% of all businesses.

Brands loosen return policies to win holiday shoppers

Modern Retail’s Melissa Daniels reports that retailers expect about 17% of holiday sales to be returned, so brands are testing temporary Q4 policies like free returns and longer windows.

Amazon cancels ‘Spider-Noir’ despite 11 Emmy nods and 2.6B viewing minutes

Prime Video will not renew “Spider-Noir,” Sony’s Nicolas Cage-led series, after one season.

Streaming price hikes are outpacing cable’s worst inflation years

The Hollywood Reporter’s James Hibberd reports that streaming rates have collectively risen 11.8 percent over the past year, versus a 3.9 percent annual average for cable and satellite historically.

Walmart expands restaurant delivery beyond its own stores, targeting Dunkin’s 10,000 locations

CNBC’s Kevin Williams reports that Walmart will deliver Dunkin’ products nationwide over the next year, expanding beyond in-store partners like Subway to standalone restaurant locations, a direct challenge to DoorDash and Uber Eats in third-party delivery.

Amazon-FTC case exposes ad auction opacity as industry norm, not outlier

Digiday’s Seb Joseph unpacks the FTC’s suit against Amazon’s search ad auctions, arguing the alleged opacity isn’t unique to Amazon but standard across programmatic marketplaces.