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JULY 27, 2026 |
Over the past year, news accounted for 5.6% of household reach in free streaming TV, yet captured an impressive 8.5% of average viewing hours, according to data from Wurl’s CTV Trends Report.
Watch a new Tech-Talk Webinar to find out why news is one of the most undervalued advertising environments. |
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Inside this edition: |
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TOP STORY |
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SpaceX's record-shattering public debut has become the first major test of whether investors will continue funding AI companies that burn billions while chasing distant profitability. The rocket company's $75 billion raise, larger than all US IPOs combined over the past two years, signals both the enormous capital requirements of AI development and growing uncertainty about returns. |
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"The move itself is a kind of a double-edged sword for xAI," said our analyst Jacob Bourne on a recent episode of "Behind the Numbers," referring to Elon Musk's AI startup that SpaceX acquired earlier this year. "On the one hand, it now has access to SpaceX's resources and clout. The downside is that xAI now is part of SpaceX's lack of profitability story." |
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IN THE NEWS |
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Reddit reportedly weighs ending Google content licensing deal as publisher traffic concerns mount. The news sent Reddit’s stock tumbling about 9% between Wednesday and Friday. |
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Disney brings AI ad creation to CTV, but quality concerns remain. CTV and media giants are making similar moves to simplify creative production and reduce the time required to develop ads. |
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World Cup final draws 66.4 million viewers as sports marketing moves beyond TV. The 2026 World Cup final is now the highest rated TV event since Super Bowl LX. |
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EMARKETER EVENTS |
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Featured Event | On-Demand |
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The New Rules of Brand Discovery: What AI Means for Marketers |
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What determines whether AI recommends your brand? Join EMARKETER’s Stephanie Paterik and Blake Droesch to learn how AI is reshaping brand discovery and what marketers can do to strengthen visibility, with new insights from the AI Visibility Index. |
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Featured Event | September 15 | NYC |
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The Future of Digital |
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The agenda is live! Check out the full lineup of sessions featuring EMARKETER analysts, fresh forecast data, and leaders from top brands like Gotham FC, Colgate-Palmolive, SharkNinja, LG Electronics, and more. Join us at City Winery NYC on Sept. 15 and be part of the conversation shaping what’s next in digital. |
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ANALYSIS |
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Gen Alpha (born 2013-2024) represents the first generation born entirely in the age of AI, smart devices, and ubiquitous connectivity. This cohort is already influencing billions in household spending, but as regulatory scrutiny around children's privacy continues to intensify, marketers face a unique challenge. This generation cannot be directly targeted through traditional digital advertising, yet it wields significant impact on millennial and Gen Z parents. |
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PODCAST |
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We discuss the biggest questions surrounding Netflix, including how a shift in viewing sessions could undermine Netflix’s ability to attract audiences, whether Netflix should consider a free tier, and if the streaming giant has been left out in the cold when it comes to bundled services. | | |
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