Marcy Greenberger, Chief Investment Officer at UM Worldwide, delves into the changing dynamics of the TV and streaming ad markets. She highlights a significant reset in pricing due to increased streaming inventory, with rates dropping by 30% to 40% from major players like Disney and Netflix. Greenberger notes that this shift is favorable for advertisers, as sellers are now prioritizing overall commitments over price thresholds. She predicts this reset will have lasting effects on the industry, transforming how advertising deals are structured.
