The news: On Thursday, Nintendo released the Switch 2, its first new console since the Nintendo Switch was launched in 2017. The handheld device comes with upgraded specs, social gaming features, and bundles with exclusive titles like Mario Kart World and Donkey Kong Bananza. It also includes GameChat, a feature that combines voice and video and lets up to 12 people chat while playing games. Our take: With a growing package of subscription perks and social hooks like GameChat, Nintendo may be taking a page from Apple’s playbook by turning its hardware into a recurring revenue engine. The Switch 2 could be a sticky ecosystem for Nintendo, even if the price goes up.
The news: This week’s Apple Worldwide Developers Conference (WWDC) will be a critical opportunity for Apple to define its AI transformation after a year of missteps, unfulfilled promises, and user fallout. Our take: Apple must convince users and developers that its platform is where meaningful AI happens. Leaning solely on OS and service updates won’t cut it, and ignoring its AI roadmap risks slowing iPhone and Mac upgrade cycles. The pressure is mounting. Samsung and Google are packing AI into their next phones, and 1 in 5 iPhone users say AI features could drive their next smartphone upgrade, per CNET.
The news: National TV ad revenues will fall 11.4% this year, hitting $35.3 billion, while streamers are expected to rise 26% to $7.8 billion, per a Madison and Wall projection reported by MediaPost. Our take: Advertisers should continue shifting strategies to align with viewing habits and consumer behaviors—but remain cautious about complete CTV adoption, as opaque ad placements and looming economic pressures spell an uncertain future.
The news: Roblox’s lack of third-party measurement tools is becoming a hurdle for advertisers. The platform has minimal independent insights into standard metrics like reach and performance outcomes, per Digiday. As a result, potential customers are hesitant to start investing in ads on Roblox, which could dampen company growth. Our take: Roblox commands enormous engagement, especially with younger users, and it has a wealth of assets to attract advertisers and bolster its revenue. However, without accessible measurement offerings that meet industry standards, Roblox’s growth as a major ad channel may remain limited.
The news: Amazon’s Private Auction is quietly reshaping the CTV landscape by introducing more flexible buying on Prime Video. The format allows smaller advertisers and performance marketers to compete for inventory through open bidding, bypassing the need for costly guaranteed placements. As CPMs decline and the demand for agility rises, this move gives brands better control over pricing and access. Our take: While big brands may still favor premium guarantees, Amazon’s shift reflects broader momentum toward programmatic efficiency. By inviting direct-response buyers into the Prime Video ecosystem, Amazon is not just monetizing scale—it’s redefining what CTV access looks like in 2025.
The news: AMC Theaters has made a deal with National CineMedia (NCM) that will see the biggest US theater chain run additional ads before showings. Beginning July 1, AMC showings will include a “platinum spot” right before a film starts. Our take: AMC’s deal emphasizes that getting moviegoers back in theater seats and boosting ticket sales isn’t enough to keep the industry afloat—theaters need to diversify revenue streams through tactics like expanded advertising to remain competitive.
The news: Meta is planning another VR headset, codenamed Loma, to compete with Apple’s beleaguered Vision Pro, per The Wall Street Journal. The product will look similar to its Ray-Ban Meta Smart Glasses—rather than a traditional headset goggles design—and feature higher-fidelity video than the Quest line of headsets. Meta is offering millions of dollars to Disney, A24, and others for exclusive IP-based gaming content to avoid the Vision Pro’s pitfall of lacking compelling content. Our take: Meta’s renewed headset push shows the company is learning from past missteps, but success will hinge on whether Loma can offer must-have experiences at a justifiable price.
LinkedIn doubles down on B2B video and CTV: New tools help marketers capture attention and drive full-funnel impact.
The news: The Interactive Advertising Bureau (IAB) gave a glimpse of the TV (CTV) advertising’s future at its IAB Tech Lab event—and proved that pause ads are leading the way. Advertising leaders said they offer the best user experience, were most likely to scale with standardization, and provided the greatest increase in ad spend. Our take: The future of CTV advertising will rely on whether advertisers can implement non-intrusive formats that capture attention. Pause ads are positioned to drive action—but advertisers must reimagine their creative strategy to capitalize on this potential.
Multicultural adtech is becoming essential: Mundial’s privacy-first model helps brands reach a $4 trillion Hispanic market with precision.
Apple’s appeal against DMA rules frames interoperability as a privacy risk, testing how far regulators can go in dismantling its tightly guarded ecosystem.
e at last: Microsoft’s update kills default Edge and Bing prompts, giving rivals room to breathe—and forcing marketers to rethink how they reach EU users.
Publishers are shifting from ad-driven models to licensing and subscriptions: AI is accelerating the end of traffic-chasing media economics.
Spotify is doubling down on podcast engagement: New features arrive as listenership and advertiser demand both hit record highs.
The New York Times will license its journalism to Amazon: The deal supports AI training while signaling a shift toward paid data partnerships.
Disney introduces perks programs for Disney+, Hulu: The programs aim to entice new subscribers and keep existing subscribers around if budgets tighten.
Most consumers divide their time across gaming, music, podcasts, and social, but streaming remains on top—even as mobile becomes the default for short- and long-form video.
Fubo debuts biddable pause ads: The move is the first time a CTV platform has offered biddable pause ads, but will require rapid scaling to remain effective.
Prime Video offers show-level ad reporting: The move positions it as a testing ground for streaming’s evolution, where transparency matters as much as viewer data.
Netflix and BBC team up for new podcast: While Netflix teases video podcasts on its own platform, work needs to be done to win over audiences.