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AUGUST 3, 2026 |
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In this edition: |
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TOP STORY |
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Fox is acquiring streaming platform Roku for $22 billion, creating what analysts call the third-largest player in US streaming by share of viewing. The deal gives Fox direct access to Roku's 100 million households worldwide and positions the combined entity to dominate the free ad-supported streaming TV (FAST) market. |
"For Fox it really jumpstarts their digital ad revenues," said our analyst Ross Benes
on a recent episode of "Behind the Numbers." "Fox is still mostly a legacy company, and what they do have for streaming has largely been acquired, such as Tubi." |
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IN THE NEWS |
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TikTok’s agentic AI strategy points to a new era of ad tech. TikTok is betting that the future of ad tech will shift more toward agentic AI that can connect systems, recommend actions, and help execute workflows, not just generate content—highlighting a broader move from AI-assisted marketing to AI-enabled action across the ad industry. |
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Mobile gaming’s high attention is untapped. Time spent with mobile gaming is reaching a plateau at 29 minutes per day, per our forecast, but its high engagement and positive consumer sentiment shows it’s an untapped opportunity for advertisers to make inroads with consumers. |
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Snapchat promotes its performance potential with agency tools, HubSpot integration. Snapchat is making moves to prove its potential as a performance marketing channel that effectively reaches young consumers. |
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EMARKETER EVENTS |
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Featured Event | On-Demand |
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The New Rules of Brand Discovery: What AI Means for Marketers |
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What determines whether AI recommends your brand? Join EMARKETER’s Stephanie Paterik and Blake Droesch to learn how AI is reshaping brand discovery and what marketers can do to strengthen visibility, with new insights from the AI Visibility Index. |
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Featured Event | September 15 | NYC |
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The Future of Digital |
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The agenda is live! Check out the full lineup of sessions featuring EMARKETER analysts, fresh forecast data, and leaders from top brands like Gotham FC, Colgate-Palmolive, SharkNinja, LG Electronics, and more. Join us at City Winery NYC on Sept. 15 and be part of the conversation shaping what’s next in digital. |
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ANALYSIS |
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This summer, Banana Boat rolled out a creator-led campaign to shine some light on consumer attitudes and to promote its “Sheer Sensitive” sunscreen line with social media, retail media networks, and Major League Baseball media channels. |
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The multichannel campaign, called "Get Outside Stat," had creators promote a consumer survey the brand conducted about sun-related activities. |
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PODCAST |
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We discuss the three biggest questions surrounding Google right now: Is Google spending too much in the AI race? Will the company finally rationalize its AI product naming conventions? And what will the next phase of YouTube's growth look like? “Behind the Numbers” is made possible by Awin. | | |
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