Part 5/11:
Consumers who sign up for Samba households or use apps tied to cable providers inadvertently share extensive viewing habits, preferences, and demographics. Disney, partnering with Samba, can access this detailed information to serve hyper-targeted ads, making impressions more valuable and cost-efficient.
Streaming as a Secular Headwind
The transition from linear broadcast to streaming is creating a "secular headwind," meaning a long-term challenge to traditional linear TV revenue models. Streaming services like Disney+ and others face declining ad revenue from traditional channels but compensate by leveraging AI and data analytics to offer highly targeted advertising options.