Walmart’s Post

a smart home and digitial ad targeting play. right in your alley

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.

💣 Begun the Clone **TV** wars have. 💵 Remember this news from many moons ago? Well, Walmart has finally completed its Vizio acquisition. With this, Walmart and Walmart Connect have a huge piece to put in the market, from ad inventory to an incredible new in-house brand. 📺 Can Walmart make the in-house flywheel work? Can this new acquisition make Vizio the dominant mid-market TV? I am excited to find out. #commerceIQ #retailmedia #vizio

Walmart's move to acquire Vizio is a calculated chess move in the retail media arena, merging data, inventory, and attribution to create a marketer's dream. With eyes on shoppable TV and attribution, Walmart aims to challenge Amazon's dominance in both retail and advertising. While advertising currently accounts for less than 2% of Walmart's revenue, this acquisition signals a shift towards a more aggressive advertising strategy.

📺 Why I think Walmart is stepping into the future in Offline & #CTV / #OTT Data in VIZIO buyout…💰🤔 🎉Ars Technica article this week in the retail-tech space absolutely caught my eye! Why…for several reasons but let me tell you a story. 📚 🏬 When I first saw Walmart’s acquisition of Vizio I knew this isn’t just a business revenue or growth move; it’s a bold step into the future of #Data. Not just the latest in data but a future that’s sure to come where personalized shopping and advertising. I have a name for this called the “Phygital” landscape. (Ya, I know not a great name) I’ll keep working on it. - But the idea remains the same, our Physical shopping behaviors and Online data and identify are one in the same and the journey isn’t one or the other - it’s both. 💻🙋♀️🙋♂️ 🤔Imagine walking through Walmart, picking up your favorite snacks and gadgets, and then seeing ads for those very products or similar ones on your TV at home. That’s where we’re headed. By integrating Vizio’s smart TV tech with Walmart’s rich in-store shopper data, we’re looking at a future where your shopping experience is seamlessly connected, from store to screen.📺🏬 🙌This isn’t just about smarter ads; it’s about creating a shopping experience that’s tailored to each of us, making our lives easier and maybe even a bit more exciting. It’s a testament to how data and technology can work together to understand our needs better.🎂🧘🌐 I’m all for innovation that brings us closer to what we love while respecting our choices and privacy. What do you think?❓ However for me; this will need to be done in a privacy consented way, and there’s a way to do it, and the future is here…🌐 Are we ready for this next level of personalized shopping with the “Phygital” data advertising motion? 🤔 #Innovation #RetailTech #Personalization #SmartShopping #WalmartVizio #firstpartydata #dataprivacy Share: Rowena Lam Mindy Buckalew Jesse McCambridge Steve Pruett Brian Pasch, MA Josh Axler, CFA Bob Lanham Gary Walter Joseph Reid Brice Englert Ross Adams Ashley Reckmeyer Phil Sura Allison Schiff Tammy Henault Andrea Zapata Derrick Horner Shari Levitin Neil Sweeney Eli Heath Manoj Ramnani Andrew Gonzales Mark Ailsworth Cedric Peillet https://lnkd.in/eMH533hU

Earlier this year, Walmart checked VIZIO off its M&A shopping list after the retailer offered $2.3 billion for the smart TV-maker. The “Save Money. Live Better.” company needs to spend money to advertise better, like Amazon does, analysts noted, in the wake of the news. Adding Vizio to the Walmart portfolio would help with that. With any acquisition, plenty of due diligence is in order for investors, and that goes well beyond financial statements and channel checks of customers. It includes the IP. One thing to consider with any target company is the nature and desirability of its patents. On the surface, Vizio sells televisions and soundbars. But an examination of its inventions tell another story. IFI took a look at the patent portion of this deal. Here is what we found: https://lnkd.in/ei7qaRsB #IFI #Patent #Data #Walmart #Vizio #Acquisition #Amazon

Walmart has confirmed the acquisition of Vizio Holding Corp. for $2.3 billion, marking a strategic move to enhance its presence in the entertainment and media sectors. The purchase, at $11.50 per share, aims to leverage Vizio’s SmartCast Operating System to offer innovative TV and in-home entertainment experiences. Seth Dallaire, EVP of Walmart U.S., expressed enthusiasm for Vizio’s customer-centric approach and profitable advertising potential, highlighting synergies with Walmart Connect’s retail media business. Vizio’s CEO, William Wang, sees the acquisition as a pivotal moment, aligning with Vizio’s mission while unlocking value for shareholders. Analysts anticipate the deal strengthening Walmart’s competitive edge, particularly in the consumer electronics market, and enhancing its supply chain and direct-to-consumer capabilities. With Walmart Connect’s growth and expansive customer reach, the acquisition signals Walmart’s commitment to redefining the retail-entertainment intersection and solidifying its position as a retail industry leader. To learn more about the disruptions in the grocery industry, subscribe to our newsletter at: https://lnkd.in/dCeFB-8y

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

📊 1 WEEK 1 DEAL - WALMART ACQUIRES VIZIO   Walmart's recent $2.3B acquisition of Vizio is a game-changer!   This strategic move is all about advertising! By merging with Vizio, Walmart aims to redefine retail and entertainment intersections.   #1Week1Deal #InvestmentBanking #OneWeekOneDeal #MergersAndAcquisitions

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!