Adam Weiler’s Post

It continues to perplex me how the much of press around the Walmart / VIZIO deal is focused on Vizio’s size and place in the deal. Vizio sales are a rounding error on the beast of Bentonville’s books (less than 1%), shouldn’t there be more focus on the bigger fish? Just my HO, with 20 years of conference rooms behind it, many many off sites, quarterly business reviews, etc etc behind it #streamingwars #retailmedia #mergersandacquisition The Wall Street Journal https://lnkd.in/g3a5uyQp

Is it only a matter of time until Walmart’s ad business becomes its main source of revenue? Not for a very long time.  But this is a pretty big step in that direction. Yes, I’m talking about the big news coming out of a holiday weekend:  Walmart’s acquisition of Vizio in a $2.3 billion deal. By integrating Vizio’s SmartCast operating system, which has over 18 million active accounts, Walmart significantly expands its advertising reach, offering advertisers access to a wider audience. This points to a shift towards a more diversified revenue model for Walmart, with advertising playing a very key role in driving future growth. #walmartconnect #CTV #retailmedia

Exciting News Alert! 🚀 Walmart's acquisition of VIZIO is shaking up the retail media landscape. Dive deep with Peter V.S. Bond as he unpacks the immense value this union brings to Walmart Connect, advertisers, and the data landscape. Don't miss out! #WalmartConnect #Walmart #VIZIO #Acquisition #RetailMedia

See TV? When I was much younger, last December, I predicted that #MergersandAcquisitions mania would be a huge gravitational force in the Media Universe this year. https://lnkd.in/euyx4c9U Long ago, at that *same link*, I also predicted that #RetailMedia would be the fastest growing lane in #advertising. I specifically pointed to retail media as a big driver of revenue on the #connectedTV - billions in *new ad revenue* streaming across CTVs in the next few years (Source: The Trade Desk). Today's news merged these predictions into one massive, game-changing move: "WALMART HAS AGREED TO BUY VIZIO, the companies announced, as the largest U.S. retailer grows its high-profit *ad business.* Walmart and its Sam's Club warehouse chain have long been major sellers of Vizio devices. But in buying the company, #Walmart touted the potential to boost its *ad business* through Vizio’s Operating System, which allows users to stream free ad-supported content on their TVs." https://lnkd.in/gk7nMW9r It's February, and a good share of my Top 10 Predictions for 2024 have actualized. At this pace, I MIGHT be done the list by July 4.

Sameer discussed his involvement in holiday Q4 campaigns at Walmart, highlighting their initial conventional and somewhat mundane approach. He specifically mentioned a major toy drive, emphasizing how toys were a pivotal category during Q4. Their strategy involved extensive advertising from various toy manufacturers, in-store demonstrations at Walmart, and showcasing toy catalogs. However, Sameer felt these tactics were typical and expected from a retail perspective. He found Walmart's innovation compelling as they transformed their approach. Instead of sticking to conventional methods, they integrated holiday-oriented gift products in a culturally disruptive and entertaining manner, making their campaigns stand out. This shift in strategy made the marketing approach significantly more engaging and impactful. #marketing #retail #innovation #Q4 #advertising Streaming on Instagram, Spotify, Apple, TikTok, & YouTube Follow us on: Adeel's LinkedIn | Adeel Mitha Salim's LinkedIn | Salim Gheewalla Sameer's LinkedIn | Sameer Badruddin

While a decision is still in the works, CivicScience data points out that the acquisition of VIZIO would be a great opportunity for Walmart. Vizio ownership over-indexes among Walmart+ and Sam’s Club members (Walmart’s chain), with 27% owning a Vizio TV. Full story: https://hubs.la/Q02lcMsh0 #CivicScience #insights #data #trends #intelligence #marketresearch #mrx #consumerbehavior #consumerinsights #consumerintelligence

Walmart and VIZIO have joined forces in an acquisition deal valued at approximately $2.3 billion. This strategic move has the potential to revolutionize the intersection of retail and entertainment, leveraging VIZIO's innovative SmartCast Operating System and expansive customer base to redefine in-home media experiences. With VIZIO's customer-centric approach and growing advertising business, Walmart sees immense potential in enhancing its media arm, Walmart Connect, to deliver tailored advertising solutions at scale. Does this acquisition bolster Walmart's position in the connected TV market and pave the way for groundbreaking opportunities for advertisers to engage with customers in meaningful ways? Stay tuned for the next chapter in retail and entertainment innovation! #Walmart #VIZIO #Acquisition #Retail #Entertainment #Innovation

Never a dull moment in advertising. Walmart + Vizio Walmart gets direct access to over 18 million households; boost Walmart plus membership, Vizio OS revamp with Walmart integration The impact to ACR data partnership with Inscape will be something to watch out; Walmart’s ad business gets the 🚀 at the right time as Amazon starts ad sponsored Prime. Are Walmart Originals on the card too? Roku; oh boy!! #walmart #vizio #adtech #ctvadvertising

This is a very smart move from Walmart. There is a clear synergy between retail media and CTV. Will help to accelerate their ad business, understand more about thier customers & offer more holistic campaigns to advertisers. The key phase ""The move would give Walmart more places where it can sell ads and pitch shoppers on goods." https://lnkd.in/eWKU8c32