Newsletter – July 2nd, 2026

Media’s most valuable business moment increasingly happens before a viewer presses play.

This week’s developments point to the same shift. Walmart is building a commerce-attribution stack around Vizio, Vibe.co, Walmart Connect, and shoppable TV environments. Streaming services face a harder ad-yield challenge as lower-priced ad plans gain traction. Instagram’s TV ambitions extend Big Tech’s influence over discovery and audience behavior. Paramount’s European regulatory talks show the concessions required to build a larger content, advertising, and distribution platform.

Across each story, recommendation, interface control, creative distinction, data, and commerce are shaping demand before a view ever appears in the reporting.

engagement.

Read More

The Business Starts Before Press Play

Media’s most valuable business moment increasingly happens before a viewer presses play.

This week’s developments point to the same shift. Walmart is building a commerce-attribution stack around Vizio, Vibe.co, Walmart Connect, and shoppable TV environments. Streaming services face a harder ad-yield challenge as lower-priced ad plans gain traction. Instagram’s TV ambitions extend Big Tech’s influence over discovery and audience behavior. Paramount’s European regulatory talks show the concessions required to build a larger content, advertising, and distribution platform.

Across each story, recommendation, interface control, creative distinction, data, and commerce are shaping demand before a view ever appears in the reporting.

engagement.

The Take

Media companies need to treat demand creation as an operating discipline.

That means measuring assisted viewing and recommendation, building sharing into products, protecting distinctive creative work, and treating group chats, creators, fan communities, social platforms, and TV interfaces as distribution infrastructure.

The view is still valuable. The bigger opportunity is understanding what created it, what it leads to next, and how much of that value the media company keeps.

Read the Full Analysis: The Streaming Wars

Technology The New TV Interface Wars: AI, Discovery & Ecosystem Competition

As evidenced by user interface (UI) refreshes by a number of TV operating systems (TVOS) platforms over the past several months, the connected TV (CTV) platform market is entering a new phase.

Leading TV OS platforms are moving beyond basic app navigation toward more personalized, intelligent, and content-driven experiences. Over the past several months, Roku, Amazon Fire TV, Samsung Tizen, Apple tvOS, and Google TV have all introduced significant user interface updates designed to improve content discovery, deepen ecosystem engagement, and position their platforms for an increasingly competitive streaming landscape.

These refreshes come at a critical time for the connected TV market as operating system ecosystems increasingly shape the market rather than hardware alone.

According to Parks Associates research, Tizen (Samsung) is the leading smart TV OS, accounting for 36% of primary smart TVs in the home, giving Samsung significant control over content discovery, advertising, and consumer engagement on connected TVs.

However, Roku’s combined strength across both smart TVs (17%) and streaming media players (43%), makes it one of the most influential OS platforms in the connected entertainment ecosystem, extending its reach beyond any single hardware brand. This shift highlights how platform ownership is becoming a key driver of long-term value through advertising, viewer data, and content distribution.

For content providers, advertisers, and smart home companies, platform partnerships with Samsung, Roku, Amazon and other TV OS platforms are increasingly critical for audience reach and monetization.

Read the Full Story: StreamTV Insider

Comscore: Consumers increasingly turn to AI when making purchases

Consumers are increasingly turning to artificial intelligence tools for product recommendations and purchase decisions, creating new challenges for marketers accustomed to traditional search and advertising strategies, according to a new analysis published by Comscore.

The measurement and analytics company argues that consumer behavior is shifting from search-based discovery to what it describes as “answer behavior,” with users asking AI assistants complex questions and receiving recommendations without visiting multiple websites or conducting traditional web searches.

This change is altering the way consumers move through the purchase journey, Comscore proffered. Rather than following a linear path from awareness to consideration and purchase, shoppers are increasingly seeking advice from a mix of AI tools, social platforms, online communities and content creators before making buying decisions.

The company says that trend is creating new opportunities and challenges for brands because AI platforms often rely on authoritative sources such as Reddit, YouTube, Wikipedia and publisher content when generating responses.

“Consumers have come to entrust AI with decisions in a similar way to turning to a knowledgeable friend,” Smriti Sharma, the Senior Vice President of Custom Solutions at Comscore, wrote in the report, noting that recommendation engines can now provide product comparisons, reviews and purchase guidance in a single conversation.

Comscore’s analysis also suggests AI adoption is becoming increasingly mainstream. Rather than relying on a single platform, consumers are using a variety of tools including ChatGPT, Gemini, Copilot, Claude and Perplexity depending on the task.

The company’s first-quarter 2026 AI Intelligence Report found notable differences between desktop and mobile AI usage patterns. Women were identified as a key driver of growth in mobile AI assistant usage, particularly for applications such as educational assistance and photo-editing tools.

Read the Full Story: TheDesk.net

Broadcasters Toil, and Revel, in Supersized World Cup

A 104-match, 39-day World Cup held across three countries might be a heavy slog for the players, but spare a thought for the broadcasters.

The North American World Cup has smashed records with its revenue and ​reach, with over 100 different networks delivering soccer's showpiece to 223 territories, and FIFA anticipating more than six billion media engagements, a billion more than in ‌2022.

Among the unsung heroes are match commentators, who are shuttling between the 16 host cities, each game requiring hours of meticulous homework to tell the stories of each team and player to audiences of millions.

For BBC commentator Steve Bower, the scale of this World Cup is a challenge on a level he's not experienced in three decades of broadcasting.

"This tournament ​is crazy," Bower told Reuters after the latest of the nine games he's covered so far across six cities and two countries.

"The number of teams, the volume of ​matches, the travel, the different nations ... this competition has tested our skills in new ways."

New challenges include identifying players, ⁠with commentary positions high up in giant NFL stadiums and players wearing the same fluorescent pink boots.

Focus amid drama is critical, Bower said, especially for simultaneous matches and fast-changing group stage permutations, ​made trickier by the new format's qualification provision for best third-place finishers.

Read the Full Story: Reuters

Everyone’s Mad at the World Cup’s New ‘Hydration Breaks’—Except Mr. Moneybags Over Here

The tension over these breaks is really a fight over what the World Cup is becoming. Around $3.9 billion is expected to come from broadcast rights alone, meaning networks like Fox in the US or the BBC in the UK are paying FIFA to stream the World Cup, and another $1.8 billion is expected from sponsorship and marketing. Based on forecasts from WARC Media, a UK-based advertising research and intelligence firm that tracks global media spend, the tournament is expected to inject around $10.5 billion into the global advertising market in 2026.

For some sports experts, this broader commercialization effort by FIFA reflects something else: a shift toward American-style sports entertainment. “I think you do see a definite Americanization in this particular World Cup,” says Mark Dyreson, professor of kinesiology and sports history at Penn State. “I think what FIFA is doing is sort of normal and natural in the course of business although it offends a lot of longtime soccer connoisseurs.”

The tension over these breaks is really a fight over what the World Cup is becoming. Around $3.9 billion is expected to come from broadcast rights alone, meaning networks like Fox in the US or the BBC in the UK are paying FIFA to stream the World Cup, and another $1.8 billion is expected from sponsorship and marketing. Based on forecasts from WARC Media, a UK-based advertising research and intelligence firm that tracks global media spend, the tournament is expected to inject around $10.5 billion into the global advertising market in 2026.

For some sports experts, this broader commercialization effort by FIFA reflects something else: a shift toward American-style sports entertainment. “I think you do see a definite Americanization in this particular World Cup,” says Mark Dyreson, professor of kinesiology and sports history at Penn State. “I think what FIFA is doing is sort of normal and natural in the course of business although it offends a lot of longtime soccer connoisseurs.”

In many ways, the trend was already visible in Qatar. The 2022 World Cup was reported as the most-watched tournament on record, engaging with more than 5 billion viewers, which helped FIFA generate $7.5 billion across the 2019-2022 cycle. Broadcast rights brought in roughly $2.96 billion in 2022 alone, compared with the nearly $3.9 billion FIFA is projecting for 2026.

Read the Full Story: WIRED

Cascade PBS Launches Local Public as Standalone Streaming Tech Company

Cascade PBS, the non-profit television station serving western Washington state, has spun out its technology division into a separate company that will help similar public broadcasters carve out their own streaming and digital identities.

The new company, Local Public, will help develop streaming applications for connected TVs, mobile devices and the web, allowing public television stations to offer locally branded streaming experiences featuring their own programming alongside national PBS content.

Cascade PBS, which is based out of KCTS (Channel 9) in Seattle, said Local Public originated as an internal effort to improve its own digital strategy before evolving into a business serving stations nationwide.

Unlike national streaming platforms that offer standardized experiences, Local Public allows stations to curate programming tailored to their communities, highlight locally produced content and create direct pathways for viewers to support their local public media organization.

“Public media has always been strongest when it is deeply rooted in the communities it serves,” Cascade PBS President and Chief Executive Officer Rob Dunlop said in a statement. “Streaming shouldn’t diminish that connection — it should strengthen it. Local Public gives stations the tools to create digital experiences that reflect their communities, deepen audience engagement and build a more sustainable future for public media.”

Some of Local Public’s partners have already shipped new connected TV apps that complement the offerings of PBS Passport, which is available to most viewers with a recurring donation. In Sacramento, KVIE relaunched its PBS KVIE streaming TV app as KVIE Plus (stylized as KVIE+) earlier this year. KVIE Plus offers free access to KVIE’s broadcast multiplex over streaming, along with local programming and acquired shows, movies and documentaries.

Read the Full Story: TheDesk.net

Share of Demand for US Series

Presented By:

The long-standing dominance of American entertainment is shrinking both at home and abroad - a massive shift in global viewing habits that challenges conventional industry strategies.

Key Findings

  • Between 2022 and 2025, the global share of demand for US series fell from 51.0% to 41.9%, and American audiences themselves are also swapping domestic shows for imports, with US demand for local series dropping from 78.2% to 68.3%.
  • Contrary to the industry assumption that viewers are pivoting to their own local programming, 89% of countries actually saw an increase in demand for content that is neither US-made nor produced in the viewer's home country.
  • With viewers worldwide becoming highly receptive to foreign-language media, the winning strategy for streamers is to create authentic local productions that have the power to cross borders and scale globally.

In Case You Missed It

  • Marketers Know Your Clicks. They Just Don’t Know You. The Streaming Wars
  • The U.K. Is Turning Paramount’s Biggest Remaining Regulatory Risk into Reality. The Streaming Wars
  • How Peacock Turned Distribution Into Customer Acquisition. The Streaming Wars
  • Sony’s Cosm Investment Turns Immersive Venues into a Studio Distribution Bet. The Streaming Wars
  • Comcast Is Unwinding Its Biggest Bet Because Vertical Integration Lost Its Premium. The Streaming Wars
  • Basics of Streaming: How Rights Windows Work in the Streaming Era. The Streaming Wars
  • From the Archives: Before “Because You Watched,” There Was “Customers Who Bought This Also Bought”. The Streaming Wars

Powered by

FOR B2B TECHNOLOGY COMPANIES DONE BLENDING IN.

Most companies don't have a product problem.

They have a positioning problem.

43Twenty helps B2B technology companies define their category, sharpen their narrative, and build market perception that creates leverage.

Because when buyers understand why you matter, growth gets easier.

  • No buzzwords.

  • No content spam.

  • No shortcuts.

If everyone else sounds the same, that’s your opening.

We help you take it.