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Research firm publishing forecasts and analysis of digital advertising, media and commerce markets.
Walmart, with a $6.4 billion ad business, now lets advertisers use its shopper data to target and measure ads on Warner Bros. Discovery's linear TV networks. It points proof of purchase at TV's brand budgets, starting slowly by Walmart's own account.
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TikTok is adding one-click Buy Direct checkout and an AI Shopping Assistant to its For You feed, built with Shopify, Salesforce, Shoplazza and Stripe. For brands, a sale can now close before the shopper ever reaches their own website.
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ISBA and MediaSense audited five major UK retail media networks and found five definitions of an attributed sale. For marketers choosing among more than 200 networks worldwide, the basic unit of return can change from one network to the next.
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The BankChain Alliance says its members will choose vendors, set pricing and own the network. The deals they signed to get access in the meantime run seven and 10 years.
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OpenAI says its ad unit is annualizing at a billion dollars after fewer than 200 days of selling. That makes it a real media channel by any reasonable test. The country map is now what decides who gets to spend into it.
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Amazon's DSP has been charging close to nothing on guaranteed buys where The Trade Desk historically took 15 to 20 per cent. It carries that spread into a ChatGPT pilot that names one advertiser and no volumes.
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Amazon kept Meta's Muse out of its cart with a line in its own terms of service. Investors are already pricing which other intermediaries could say the same thing to an agent.
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The bank says its new Commerce Media unit will sell brands access to more than 70 million customers based on their spending histories, and cardholders who do not want those ads have to opt out.
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New disallow rules for ChatGPT-User and OAI-SearchBot went into Amazon's robots.txt without an announcement. Amazon earns roughly $56 billion a year from advertising that bills only while shoppers are on its own pages.
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A pilot launched Sept. 10 puts ChatGPT ad space inside Amazon DSP, so OpenAI gets a sales force it never hired and Amazon gets the advertiser contract for inventory it does not own or host.
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Barclays puts ChatGPT at $102bn of advertising by 2030, under half of Google's $224bn search line. Almost all of the growth in that model comes from a twentyfold rise in revenue per query, which is where the uncertainty sits.
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A quarter of the brand's $1 million of 2026 TikTok Shop sales came from live shows, and TikTok's own growth numbers say the category is expanding mainly by adding hours, which makes the staffed hour the thing to underwrite.
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Fast Company puts Meta's 2026 capital plan at $130bn to $145bn and Zuckerberg's superintelligence manifesto at 6,537 words. For anyone routing traffic across model vendors, that pairing makes Meta the hardest row in the table to forecast.
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