Programmatic on the big screen; TikTok changes ad policies

Plus: Why we think Amazon might create a Prime Day event in the spring, and what it could look like [Insider Intelligence]( [Emarketer Daily]([Emarketer Daily]( Charts. News. Analysis AUGUST 8, 2023 | By Sara Lebow, Arielle Feger, and Becky Schilling Want to create a road map for digital transformation success? Learn to secure executive buy-in our “Embracing Change: Making the Case for Companywide Digital Transformation” webinar, tomorrow at 2pm ET. [Sign up here](. Was this email forwarded to you? Sign up [here](. TOP STORY [National CineMedia plans programmatic advertising in movie theaters]( National CineMedia (NCM) announced Monday that it will sell movie screen inventory programmatically starting in Q4 of this year. Most US programmatic display ad spend growth comes from video, which will grow 30.2% between 2023 and 2025 for a total of $96.98 billion, per our forecast. NCM wants in on that growth. [National CineMedia plans programmatic advertising in movie theaters]( [Keep reading]( NEWS AND VIEWS [TikTok rolls out major Ads changes to meet EU regulations]( Our view: All advertisers need to pay attention to EU regulations, because ads that violate community guidelines will be removed globally. In the EU, ads can no longer target teens, and any user can turn off personalization. [Microsoft’s Bing Chat is coming to third-party browsers, including on mobile devices]( Our view: Microsoft wants to be an AI contender everywhere, including on Google’s Chrome and Apple’s Safari. While Microsoft is playing from behind in the race for search dominance, the company is working hard to maintain an AI innovation edge. [US advertising sector hits record jobs high—but some major holding companies drop their 2023 outlooks]( Our view: The ad industry is seeing mixed messages, with jobs rising slowly and agencies and media companies reporting inconsistent results. The overall picture is sluggish but not unhealthy. ANALYSIS [Why we think Amazon might create a Prime Day event in the spring, and what it could look like]( Calendar context: With the invention of Prime Day, Amazon created an industrywide retail holiday consumers can now count on in the summer each year. Last year, Amazon also launched its Prime Early Access Sale in October. “We now have three key tentpoles,” said our analyst Andrew Lipsman on “Behind the Numbers: Reimagining Retail,” referring to Prime Day, the Prime Early Access Sale, and Black Friday. But spring remains untapped. “A question I get is, ‘Is Amazon going to do more of these?’ And I think the answer is yes, eventually,” said Lipsman. [Keep reading]( THINGS TO KNOW 💼 [Industry news: Shifts at Pereira & O’Dell, BBDO, and more]( 🏰 [Disney reportedly creates task force to explore AI, cut costs]( 📉 [US credit rating downgrade: How it affects advertising]( ▶️ [AI comes for YouTube’s thumbnail industry]( 👣 [Digital footprints are meaningless now]( PODCAST [Behind the Numbers: The Daily]( Why Snap continues to stall, how Pinterest is getting on, and social media habits by generation. Tune in on [Apple Podcasts](, [Spotify](, or wherever you listen to podcasts. [Follow us on Instagram.]( “Behind the Numbers” is made possible by Awin. [Listen in]( THE BIG QUESTION Musically: TikTok is launching a livestream music contest called Gimme the Mic, in which the winner will receive what? A) 10,000 Dabloons B) 50,000 Diamonds C) 12 million guaranteed views D) A job at TikTok [Get the answer]( Email sent to: {EMAIL} If you cannot view the HTML newsletter, [please read it in your browser here](. [Become a Premium Subscriber]( | [Advertise with us]( [Manage your email preferences]( | [Unsubscribe]( | [Terms of Use]( | [Privacy Policy]( ©2023 Insider Intelligence, 11 Times Square, New York, NY 10036 [LiveIntent Logo]( [AdChoices Logo](