Mike Shields

1 month ago | mikeshields.substack.com | Mike Shields

I have to admit - I didn’t see the TV manufacturers sticking with operating TV ad sales businesses and TV ad tech platforms, for the long haul. Yet here are Samsung, LG and Vizio (now part of Walmart) going bigger each year, hosting NewFronts and hiring armies of sellers. Thanks for reading Next in Media! Subscribe for free to receive new posts and support my work.

1 month ago | mikeshields.substack.com | Mike Shields

This post is part of a special three-part series on the state of the video advertising sector, produced in partnership with National CineMediaThe past few years in advertising have been marked by Retail Media Fever. Now, the entire industry may be hit with a case of the Trump Tariff Flu. So if you thought that this red-hot ad category was already of great interest - just wait.

Feb 20, 2025 | bigtechnology.com | Mike Shields

In an instant, Apple brought the hammer down on Meta’s ad business. After allowing developers to monitor people’s activity from app to app, the iPhone maker asked them if they wanted to be tracked. Most, unsurprisingly, said no. That hit Meta right where it hurt. The social giant's secret weapon was its ability to target people with great precision — since most used their real identities on Facebook, Instagram and WhatsApp — and figure out whether the ads they saw led to purchases off Facebook.

Feb 11, 2025 | mikeshields.substack.com | Mike Shields

I was looking for a recent headline regarding the state of the open web when it comes to advertising, and was first served this Gemini AI overview, which sort of says it all:AI OverviewThanks for reading Next in Media! Subscribe for free to receive new posts and support my work. Learn moreYes,the open web is facing significant challenges and is considered by many to be in trouble, particularly in the face of increasing dominance by large tech companies and walled gardens.

Dec 6, 2024 | tvrev.com | Mike Shields

Is Walmart going to start selling CTV ad inventory within VIZIO-distributed apps? What data are Walmart advertisers going to get from VIZIO’s viewership, and vice versa? How will both parties use that data in targeting? Like for example, can Walmart advertisers re-target people on VIZIO TVs? Will CTV advertisers be able to use viewership data to reach different retail media shoppers? What does this mean, if anything, for VIZIO’s FAST service, WatchFree+? Do the partnerships change?