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Hot List: Who Will Buy Warner, Shoppable TV, And More

Hot List: Who Will Buy Warner, Shoppable TV, And More

“We’re confident that AI is going to help us and help our creative partners tell stories better, faster and in new ways — we’re all in on that,” said Netflix CEO Ted Sarandos. “We’re not worried about AI replacing creativity.

The TL;DR

 Netflix All in on Leveraging AI as Tech Creeps into the Industry [CNBC]

  • TL;DR: In an earnings call last week Netflix says that generative AI presents a “significant opportunity” across its streaming platform, including improving its recommendations, ads business, and movies and TV content. “We’re empowering creators with a broad set of GenAI tools to help them achieve their visions and deliver even more impactful titles for members,” the company said.

Walmart pushes retail media full-funnel with CTV, influencers and in-store screens [The Drum]

  • TL;DR: Walmart Connect’s Ryan Mayward unveiled the company’s shift from lower-funnel sponsored search to a truly full-funnel retail media strategy spanning CTV, in-store screens, off-site display, and influencer programs. Walmart’s CTV footprint—fueled by its Vizio partnership—is now its fastest-growing channel, offering brands measurable reach on the biggest screen in the home. The broader message: retail media is evolving into a holistic marketing platform driving awareness, consideration, and conversion through unified data and attribution.

Amazon brings shoppable ads to Twitch in livestream commerce push [EMarketer]

  • TL;DR: Twitch is launching native, in-stream shopping ads powered by Amazon’s ad platform, letting users purchase products (like e.l.f. Cosmetics) during streams without leaving the viewing experience.

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