Member Mailing #271: AVOD after the 2021 Upfronts

"Off the hook" results for this year's Upfronts, but AVOD CPMs were punished, and the advantages of first-party data and scale may lie outside of media mergers

Key Takeaways

  • Ad sales rates are up after Upfronts but primetime audiences are down and therefore primetime ad volume is down.

  • In theory, addressable connected TV and streaming inventory at higher CPMs should be making up for the shortfalls in revenue from lower primetime inventory.

  • The only open question is whether media companies seeking more scale unde…

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