Disney Advertising vs Vibe

NFL Ads Outperform Primetime, But Audience Metrics Questioned

New data from EDO shows NFL regular-season ads generate the impact of 73 typical primetime ads, with playoff ads delivering 172 primetime ads' impact. However, fragmented distribution across broadcast and streaming complicates audience measurement, as analysts like Dan Rayburn highlight discrepancies in metrics like total audience delivery and average minute audience. EDO's analysis of 1,443 on-screen sponsorships reveals variations by category and format, with halftime studio shows performing best. Marketers are advised to use outcomes data alongside audience figures to evaluate NFL ad investments.

• EDO measured every national TV ad during the 2025-26 NFL season and found regular-season NFL ads performed 15% better year over year versus primetime benchmarks.
• Playoff NFL ads delivered the impact of 172 primetime ads, and Super Bowl spots matched 1,455 primetime ads.
• EDO analyzed 1,443 on-screen sponsorships across 79 nationally televised NFL games.

Amazon Ad Revenue Nears $20B; Walmart Data on Vibe CTV

In the third quarter, Amazon's advertising revenue reached nearly $20 billion, a 12% year-over-year increase, contributing to total revenue of $201.9 billion. The company highlighted Amazon Ads Agent, an AI-driven buying tool that integrates sponsored ads, display, video, and audio, claiming beta tests showed up to 67% higher return on long-term ad spend. Separately, Walmart has integrated its first-party shopper data into Vibe's self-serve CTV platform, enabling advertisers to target CTV campaigns based on purchase behavior and life stages. Third, an analysis by Press Gazette based on Ipsos Iris data showed that Reach-owned titles experienced the steepest audience declines among the UK's top 50 news sites in September, with Chronicle Live down 45.8% and Daily Record down 42.1%, reflecting broader declines across the industry.

• Amazon's ad revenue reached $19.64 billion in Q3, up 12% year-over-year.
• Amazon Ads Agent, an AI-driven buying tool, showed up to 67% higher return on long-term ad spend in beta tests.
• Walmart made its first-party audiences available on Vibe's self-serve CTV platform.

Walmart Opens Shopper Audiences to Advertisers on CTV Platform Vibe

Walmart is making over 3,300 first-party shopper audience segments available to advertisers on its self-serve CTV platform, Vibe, starting this week. This move aims to give small and medium-sized businesses access to Walmart's rich shopping data for more targeted CTV advertising. It is the first major product development since Walmart acquired Vibe in June for a reported $1.4 billion. The integration allows advertisers to leverage Walmart's web and in-store purchase data to inform their CTV campaigns, expanding the retail media network's reach beyond its own properties.

• Walmart opens over 3,300 first-party shopper audience segments on Vibe CTV platform.
• The move targets small and medium-sized businesses using Vibe's self-serve platform.
• This is the first major product development since Walmart acquired Vibe in June.

Introducing Walmart Audiences on Vibe

Target your CTV campaigns with Walmart Audiences, built from Walmart's first-party commerce signals, or let Smart select propose a starting list.