Is Microsoft overspending on AI? Earnings call may hold the answer
Microsoft is set to report its second-quarter earnings on Wednesday, with investors closely watching how the company addresses concerns over AI spending and competition from China’s DeepSeek. The em...
Inside the Stream: 3 Key Themes from This Week’s NewFronts
This week’s NewFronts highlighted three key and interlocking themes: TV OEMs’ emphasis on FASTs, AI’s role in driving video ads’ value, and CTV evolving to full funnel. We discuss each of th...
Inside the Stream: Interview with Zone TV’s CEO on Block Deal
This week we interview Jeff Weber, CEO of Zone TV, which was just acquired by Block Communications. Zone TV has been operating for 22 years, and has recently been focused on streaming and FASTs. Jef...