Global Streamers Drive TV M&A as Data Software Becomes Key Asset
· 2h ago · Originally reported by PPC Land
Executives note that holding companies are acquiring data software to create curated ad marketplaces, intensifying competition among publishers to leverage first-party data. This trend is influencing mergers and acquisitions in the TV and streaming sector, with companies like Sky, ITV, RTL, and Rakuten TV mentioned.
Why it matters
As TV and streaming companies consolidate and invest in data capabilities, the balance of power in digital advertising shifts. This affects how ad budgets are allocated and how effectively advertisers can target audiences.
Explain it like I’m new here
Big TV and streaming companies are buying tech to better show ads, making it a race to see who can use their own viewer info best.
Terms in this story
Curation
Curation is packaging inventory from many publishers, often combined with audience data and quality filters, into ready-made deals that buyers can purchase through their DSP.
Publisher
A publisher is any owner of content or a digital property, such as a website, app, streaming service, podcast or screen network, that earns money by selling ad space to advertisers.
First-party data
First-party data is information a company collects directly from its own customers or audience, such as purchases, sign-ups, app use and site behaviour, through its own channels.
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