SEPTEMBER 8, 2025 |
True or false? Viewing across all of Roku’s apps accounted for a quarter of TV viewing in July. |
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TOP STORY |
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A recent Pew Research Center study reveals a dramatic shift in online behavior: When users encounter AI-generated search overviews, they're almost half as likely to click through to websites and more likely to end their browsing sessions entirely. This fundamental change threatens the traditional internet business model where human traffic drives ad revenue. |
"If you are creating content that is good enough that your subscribers will pay for it, in a world where there's so much distrust, the reputation of the content provider is never going to be more important," says Drew Neisser, CEO and founder of CMO Huddles, on a recent episode of "Behind the Numbers." |
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IN THE NEWS |
Linear TV ad spend decline deepens as viewer attention shifts. Top ad spenders for global TV will on average spend 38% of their budgets on TV, while smaller spenders will spend about 9%. Read online |
Other headlines: |
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NFL RedZone launches non-intrusive, split-screen ads. With key demographics like Gen Z adverse to streaming ads, RedZone’s aims to be less disruptive to audiences seeking non-intrusive ad experiences. Read online
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$3.5 billion EU fine marks turning point in Google’s ad dominance. For marketers, the case could crack open the black box of ad pricing. Read online
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Warner Bros. Discovery sues Midjourney for ‘mass theft’ of intellectual property. The case serves as a warning to marketers that AI-generated creative may carry legal and reputational risks. Read online | | | |
ANALYSIS |
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Walmart is going all in on AI as it prepares for a future in which more people rely on the technology to work and shop. |
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The retailer is bringing on Instacart executive Daniel Danker as its head of global AI acceleration, product, and design—a new role that will report directly to CEO Doug McMillon.
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Walmart is also looking for an AI platforms leader to design and implement AI across its organization. |
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PODCAST |
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On today’s episode, we discuss how consumers view genAI-made media, if the “AI concern gap” will widen, and why some genAI opinions might not apply to ads. Tune in on Apple Podcasts, Spotify, or wherever you listen to podcasts. Or watch our video podcast on YouTube! Follow us on Instagram. | | |
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