Something big is happening in the media industry! Walmart's purchase of Vizio is a signal that change is coming. In today's newsletter, I speculate on what this means for the future of media and marketing. The thread leads to an interesting experiential future designed to drive commerce, online and in person. If you think this means more consolidation across differing industries, you're not alone. I predict that sports and live events will be key to getting cooperation between brands, governments, and consumers to create a data goldmine. Samsung, McDonald’s, Walmart, and Amazon are going to transform from sponsors into creators of some of the key cultural sporting and entertainment events. The Mall of the Future is coming, anchored by your favorite team, your dream concert lineup, and convenient retail driving tax dollars in return for government support of data collection. What do you think? And for those who love a good heist story, today's Rabbit Hole leads us down a string of potentially connected weird heists that could have a happy ending. Finally, our author summarizes the news that they thought was interesting from the last week. Check it out!
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It continues to perplex me how the much of press around the Walmart / VIZIO deal is focused on Vizio’s size and place in the deal. Vizio sales are a rounding error on the beast of Bentonville’s books (less than 1%), shouldn’t there be more focus on the bigger fish? Just my HO, with 20 years of conference rooms behind it, many many off sites, quarterly business reviews, etc etc behind it #streamingwars #retailmedia #mergersandacquisition The Wall Street Journal https://lnkd.in/g3a5uyQp
Walmart-Vizio Deal Poses Risk to a Key Source of Consumer Data
wsj.com
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Are Live Sports About to Revolutionize Shopping? 📺🛒🏈 NBCUniversal and Walmart are transforming live sports into a shopping experience. For the first time, Thanksgiving NFL games on NBC and Peacock feature Walmart Connect’s retail data, allowing viewers to shop Black Friday deals via QR codes or “text-to-shop,” blending entertainment and e-commerce seamlessly. What sets this apart isn’t just the tech—it’s the closed-loop attribution. Brands can now directly link ad impressions to in-store sales, offering unprecedented ROI insights. And with features like "Virtual Concessions" rolling out to holiday programming, NBCU is redefining what live TV can do. Is this the next big leap in transforming traditional broadcasting, or just a holiday experiment? How should brands adapt to this new media-commerce integration? #RetailMedia #ShoppableTV #MarketingInnovation #FutureOfMedia #BrandStrategy #AdTech #MediaTrends #BlackFridayDeals
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∀ What Does The Announcement Of Walmart Marketplace Mean For Sports Cards?: It has always been surprising that Walmart has not actively participated in the sports card market. Sure, they sold cards and all that. To start selling on the Walmart Marketplace, you can register here. But as the world’s largest company by revenue and a go-to for retail cards, you would expect them to use some […] The post What Does The Announcement Of Walmart Marketplace Mean For Sports Cards? appeared first on Cardlines. https://lnkd.in/gFMvC9Ha #BuyandSell | CollectingAll.com
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Brands and agencies selling on Walmart: we're back at it again with our latest Walmart Department Performance Report! A few quick observations you can find in the report: 🎉 Party & Occasions was the only category that saw a lift in organic impressions. It also saw the largest increase in sponsorship activity compared to January. 📱 Apple in Electronics and Nintendo in Video Games were the only brands to top market share, paid search, and organic search in a category. 🎮 Video Games continues to see a decline from the holidays with the largest decrease in organic impressions compared to last month. Get the full report for more of the latest category sales and search trends at Walmart.com: https://lnkd.in/eT9zpNxA #walmart #ecommerce #retailseach #retailmedia
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🚨 Big news in the media world: Walmart today completed their acquisition of Vizio for $2.3 billion, merging retail and entertainment in a game-changing way. With this move, Walmart now controls the hardware (Vizio TVs) and the advertising platform, creating seamless shoppable TV experiences. 🎥🛒 Imagine watching your favorite show and purchasing featured products directly from your screen—this is the future of connected TV (CTV). 📺 The acquisition also enhances Walmart Connect, allowing for highly targeted ads and a unified omnichannel approach that connects brands with people where they are. The CTV ad market is projected to hit $44 billion by 2028, and Walmart is positioning itself to lead the charge. 🔮 As this space evolves, it’s clear that the line between entertainment and e-commerce is blurring faster than ever. What are your thoughts on this shift? Drop your take in the comments! 👇
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Walmart completed its $2.3 billion acquisition of VIZIO, gaining control of its hardware, #SmartCast operating system, and ad-supported WatchFree+ streaming platform. Here are 𝟖 𝐫𝐞𝐚𝐬𝐨𝐧𝐬 why this matters: 1. 𝐀𝐝 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐆𝐫𝐨𝐰𝐭𝐡: Walmart integrates Vizio’s ad tech with Walmart Connect, expanding its high-margin advertising business. 2. 𝐃𝐚𝐭𝐚 𝐒𝐲𝐧𝐞𝐫𝐠𝐲: Combines Vizio’s viewing data with Walmart’s shopping insights for highly targeted and measurable advertising. 3. 𝐂𝐓𝐕 𝐌𝐚𝐫𝐤𝐞𝐭 𝐄𝐧𝐭𝐫𝐲: Positions Walmart as a competitor to Amazon and Roku in the CTV advertising space. 4. 𝐑𝐞𝐭𝐚𝐢𝐥 𝐌𝐞𝐝𝐢𝐚 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩: Strengthens Walmart’s position in the $59 billion retail media market. 5. 𝐅𝐮𝐭𝐮𝐫𝐞 𝐂𝐨𝐧𝐭𝐞𝐧𝐭 𝐄𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧: Opens opportunities to develop or distribute exclusive content, potentially enhancing Walmart+. 6. 𝐑𝐨𝐤𝐮 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧: Could disrupt Roku’s dominance, particularly with Walmart’s ability to influence in-store shelf space and distribution. 7. 𝐆𝐥𝐨𝐛𝐚𝐥 𝐑𝐞𝐚𝐜𝐡: Leverages Walmart’s massive retail footprint to scale Vizio’s adoption and ad capabilities internationally. 8. 𝐇𝐢𝐠𝐡𝐞𝐫 𝐏𝐫𝐨𝐟𝐢𝐭 𝐌𝐚𝐫𝐠𝐢𝐧𝐬: Shifts focus from low-margin retail goods to high-margin advertising and digital offerings. What did I miss? CC: The Streaming Wars
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Further reading 👀 📘
CEO of 43Twenty & The Streaming Wars | Content Marketing & Promotion for B2B Media & Entertainment Companies
Walmart completed its $2.3 billion acquisition of VIZIO, gaining control of its hardware, #SmartCast operating system, and ad-supported WatchFree+ streaming platform. Here are 𝟖 𝐫𝐞𝐚𝐬𝐨𝐧𝐬 why this matters: 1. 𝐀𝐝 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐆𝐫𝐨𝐰𝐭𝐡: Walmart integrates Vizio’s ad tech with Walmart Connect, expanding its high-margin advertising business. 2. 𝐃𝐚𝐭𝐚 𝐒𝐲𝐧𝐞𝐫𝐠𝐲: Combines Vizio’s viewing data with Walmart’s shopping insights for highly targeted and measurable advertising. 3. 𝐂𝐓𝐕 𝐌𝐚𝐫𝐤𝐞𝐭 𝐄𝐧𝐭𝐫𝐲: Positions Walmart as a competitor to Amazon and Roku in the CTV advertising space. 4. 𝐑𝐞𝐭𝐚𝐢𝐥 𝐌𝐞𝐝𝐢𝐚 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩: Strengthens Walmart’s position in the $59 billion retail media market. 5. 𝐅𝐮𝐭𝐮𝐫𝐞 𝐂𝐨𝐧𝐭𝐞𝐧𝐭 𝐄𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧: Opens opportunities to develop or distribute exclusive content, potentially enhancing Walmart+. 6. 𝐑𝐨𝐤𝐮 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧: Could disrupt Roku’s dominance, particularly with Walmart’s ability to influence in-store shelf space and distribution. 7. 𝐆𝐥𝐨𝐛𝐚𝐥 𝐑𝐞𝐚𝐜𝐡: Leverages Walmart’s massive retail footprint to scale Vizio’s adoption and ad capabilities internationally. 8. 𝐇𝐢𝐠𝐡𝐞𝐫 𝐏𝐫𝐨𝐟𝐢𝐭 𝐌𝐚𝐫𝐠𝐢𝐧𝐬: Shifts focus from low-margin retail goods to high-margin advertising and digital offerings. What did I miss? CC: The Streaming Wars
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If you’re like me, you can’t stop thinking about Vizio TVs, especially after Walmart announced it's purchasing the brand for $2.3 billion. 💰 What sort of presence does the TV brand, turned Walmart financial line item, have out in retail? 🤔 This video reveals that there are 36% fewer Vizio TVs available YoY & 61% less compared to the brand's peak in late 2021. 📉 Vizio's new stance as a vehicle for Walmart ad dollars may also mean that there will be fewer retailers even carrying Vizio TVs in the future. 📺 https://lnkd.in/gF85rcm4
Analyst Spotlight Video: Shoppers Encountering Fewer Vizio TVs
https://www.loom.com
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a smart home and digitial ad targeting play. right in your alley
Today, we announced the completion of our acquisition of VIZIO. We’re excited to officially welcome VIZIO to the Walmart family! VIZIO offers great products at prices our customers love. This acquisition – which includes VIZIO’s SmartCast Operating System – will help Walmart serve customers in new ways. And for Walmart Connect advertisers, new and differentiated ways to meaningfully connect with customers at scale. https://bit.ly/4fWu9eg
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This isn't about selling TV's. It's about Walmart's investment into retail media and competing with Amazon's Amazon Prime TV. This gives Walmart another (profitable) media channel they can offer their advertisers/CPGs.
Today, we announced the completion of our acquisition of VIZIO. We’re excited to officially welcome VIZIO to the Walmart family! VIZIO offers great products at prices our customers love. This acquisition – which includes VIZIO’s SmartCast Operating System – will help Walmart serve customers in new ways. And for Walmart Connect advertisers, new and differentiated ways to meaningfully connect with customers at scale. https://bit.ly/4fWu9eg
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