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Inside The Stream
Inside the Stream - Exclusive Interview with Top Wall St. Analyst Michael Nathanson
Jun 28, 2024
Top Wall Street media analyst Michael Nathanson discusses Amazon's impact on the CTV Avod space, the evolution of advertising in the digital landscape, challenges faced by broadcasters in a high inflation environment, and revenue comparison between Big Tech companies and broadcasters.
44:00
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Quick takeaways
- Amazon's foray into advertising reshaped CTV market dynamics, impacting linear networks and lower-tier channels.
- YouTube's dominance in CTV and ad monetization positions it as a key player in the TV industry.
Deep dives
Amazon's Disruptive Entry into the CTV Avod Space
Amazon Prime's entrance into advertising created substantial market competition due to its first-party data and relationships with brands, leading to a pricing downturn in CTV advertising. The influx of impressions from Amazon impacted linear networks and bottom-end CTV channels, shifting the advertising landscape.
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