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Walmart’s global ad revenue grew 38% year over year, with Walmart Connect up 43%, prompting a raised full-year guidance. Target’s Roundel grew 28.6% to $279 million, helping fuel the retailer’s broader recovery.
Aug 21Walmart’s global ad revenue jumped 38% in Q2, with Walmart Connect up 43% in the U.S. excluding Vizio, prompting the retailer to raise its full-year earnings guidance amid strong ecommerce and tariff refund tailwinds.
Aug 21Target’s Q2 net sales rose 5.3% to $26.5 billion while profit more than doubled to $1.87 billion, aided by tariff refunds. Roundel, its ad network, grew ad revenue 28.6% to $279 million, outpacing overall retail growth.
Aug 20Cineverse execs say 5-7% of the $3B podcast ad market could migrate to CTV via its new Vaudio tech, which adds visuals to existing audio ads. The company targets a $12M annual run rate by fiscal year end.
Aug 19MediaCo’s Q2 net revenue rose to $34 million, up 9%, with digital now 47% of ad revenue. But higher expenses drove Adjusted EBITDA down 38% to $942,000 and widened net loss 17% to $8.6 million.
Aug 17Trade Desk shares fell to a 52-week low after Jeff Green conceded growth is below expectations, while S4 Capital and WPP posted gains on turnaround progress. The split shows ad-tech pressure mounting even as agency recoveries take hold.
Aug 13A media analyst unpacks Disney’s Q2 earnings on Bloomberg TV, weighing streaming profitability against legacy TV decline. The framing matters as Disney’s playbook becomes the template other legacy media companies are judged against.
Aug 13RTL’s streaming revenue jumped 27.2% as traditional TV ads and Fremantle production fell. The Sky Deutschland merger makes RTL+ Germany’s third-largest streamer, part of a wider European broadcast consolidation wave.
Aug 13A wave of 2Q26 earnings shows live sports, streaming, in-app, and out-of-home ads thriving while linear TV, publishing, and open web lag. Growth is strong overall but uneven, rewarding product focus and go-to-market choices over sector membership.
Aug 12Google, Meta, Amazon and Microsoft now guide to $700B combined 2026 capex. Meanwhile Stagwell spends 8% of net revenue versus Omnicom’s 1%, showing scale, not urgency, drives who bets big on AI infrastructure.
Aug 12Comcast’s Q2 results show Peacock hit profitability for the first time since 2020, even as broadband keeps losing subscribers. The mix bolsters NBCUniversal’s standalone case ahead of its planned split from Comcast’s cable business.
Aug 10Peacock’s monthly ad revenue per subscriber rose to $4.98, driving its first-ever profitable quarter. But growth leaned heavily on World Cup, NBA and Love Island scheduling that won’t repeat next quarter.
Aug 10Roku Q2 ad revenue hit $672.8M, up 25%, with subscriptions up 26% to $548.2M. The results arrive as Fox’s $22B acquisition awaits close, strengthening the case for a combined CTV ad powerhouse.
Aug 10Warner Bros. Discovery’s linear ad revenue dropped 22% to $1.7B, mostly from losing NBA rights, while streaming ad revenue grew 9% to $306M. Streaming remains the bright spot as linear erodes, even as net income fell 91%.
Aug 10