AGP Executive Report
Last update: 7 hours agoStreaming Shake-up: Fox has completed its $22 billion Roku acquisition, promising to carry non-Fox content on the platform for at least three years. The deal expands Fox’s digital reach as senior streaming executives depart and a new digital structure takes shape. Ad-Supported Video: Netflix faces a monetization challenge: average daily viewing fell to 1.64 hours in the first half of 2026, down from 1.81 hours in 2023, just as the company needs more viewing to make its ad tier pay. Search & AI Ads: Google is adding up to four ads in AI Mode as search growth slows, while Reddit tests search ads amid declining traffic from Google. For holiday marketers, AI shopping tools could also shape product choices before consumers see an ad. Political Advertising: The 2026 midterms set a spending record, with billions poured into campaigns; data-center opposition also became a potent theme in ads and voter outreach. Platform Rules: Google, Meta and TikTok are suing to block California’s under-16 social media law, which would restrict personalized feeds and autoplay, raising fresh questions about platform design and audience targeting.
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