Insights on CTV Inventory and Pricing

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  • This morning, AdExchanger published an insightful piece highlighting a critical challenge in the Connected TV space—premium publishers increasingly bundling their streaming inventory in opaque ways that limit advertiser visibility. Rather than providing app and show-level transparency within the bid stream—where it can be actioned—advertisers are often left with fragmented, one-off reports that offer little opportunity for strategic optimization. By adopting these black-box models, publishers are inadvertently undermining their own value. Their most significant asset—the premium content they produce—is being devalued when advertisers cannot effectively align their investments with the programming that resonates most with their audiences. The reality is that advertisers are willing to pay higher CPMs for impressions with full content transparency because it allows them to make more informed decisions and, ultimately, drive better performance. This principle has long been the foundation of linear TV, where show-level buying had created a thriving, demand-driven ecosystem rooted in transparency and accountability. At Rain the Growth Agency, we’ve seen firsthand how transparency fuels success in CTV. By leveraging show & channel level data and aligning our digital buying strategies with the programming that has proven effective in our clients’ linear campaigns, we’re driving significant performance gains. And are willing to pay higher cpms than we otherwise might. We’re working with partners like Spectrum Reach, Samsung Ads, fuboTV Network & DIRECTV which provide the transparency needed at the show & network level to make data-driven investment decisions that maximize ROI through our custom algorithms & buying strategies. A notable example is Alexander Groysman at Spectrum Reach, who has led the charge in developing one of the most comprehensive and well-structured content metadata sets in the industry. His work has set a new standard for transparency, enabling advertisers to better understand performance at a granular level and optimize their spend accordingly. As streaming networks attempt to replicate the playbook of tech companies, they risk overlooking a crucial difference: they are not technology companies. They lack the same product offerings, incentives, and advertiser appeal that drive digital platforms’ success. In chasing the tech model, they may ultimately lose what has always differentiated them—high-quality, trusted content that brands are eager to invest in when they can do so with confidence and clarity. Publishers who prioritize transparency stand to gain the most, while those who don't risk leaving money on the table and eroding advertiser trust. It’s time to rethink the approach before it’s too late. Link to article in comments.

  • View profile for John Hamilton

    Experienced AdTech Exec and Successful Entrepreneur | Former: Founder, TVDataNow, LiveRamp, Triggit, QuinStreet, McKinsey, Diamond

    3,118 followers

    The Future of CTV Ad Growth: A Tale of Two Markets There’s a growing debate about where the next wave of CTV ad spend is coming from—and more importantly, how buying and selling CTV inventory will evolve. One side argues that CTV will look like linear TV, with supply constrained and dominated by big-brand, awareness-driven advertisers. This makes sense for the top 5-10 publishers (Netflix, Hulu/Disney, Warner Bros., etc.), who command premium content and high demand. The other side believes CTV will mirror the digital world, with more supply than demand, leading to an influx of digital-native, performance-driven advertisers shifting budgets from paid social and display. Here’s my take: For most publishers, the second scenario isn’t just likely—it’s inevitable. Beyond the top 10, fill rates tell the real story. Publishers outside the top 75? They’re already in a digital-like market, struggling with 25-50% fill rates (with some exceptions for niche, high-demand content). Torso publishers (ranked 10-50, think Fubo, Plex, etc.) may have slightly higher fill rates, but many still have significant unsold inventory. Meanwhile, the top 5-10 can afford to play the linear TV game, but that’s not the reality for the rest of the ecosystem. What this means for publishers: If your fill rates are below 75%, waiting for big-brand TV dollars to save you is a mistake. The economics of CTV are bifurcating, and publishers outside the top tier need to start actively supporting digital-native advertisers—buyers who think in terms of ROAS, conversions, and data-driven decision-making, not just brand awareness. This means: - Making it easier for smaller, performance-driven advertisers to buy inventory. - Offering better transparency, targeting, and measurement options. - Embracing self-serve and automation to scale beyond traditional ad sales. CTV isn’t a monolith—the economics will differ based on whether you’re a head, torso, or tail publisher. If you’re outside the top 10 and you aren’t adapting for digital-native buyers, you’re leaving money on the table. The question isn’t if CTV will evolve—it’s whether publishers will evolve with it. What do you think? Will CTV follow the digital model, or will supply constraints keep it looking like linear TV? #CTV #StreamingAds #AdTech #DigitalAdvertising #Programmatic #SelfServe #CTVAdvertising #Marketing

  • View profile for Mark Stenberg

    Senior media reporter at Adweek

    6,539 followers

    New: Amazon has quietly introduced a deal structure to Prime Video & Amazon MGM Studios that changes one of the most entrenched norms in the CTV ecosystem: fixed pricing. With "private auctions," buyers no longer have to set deals with fixed CPMs, bringing CTV one step closer to real-time bidding. This pricing flexibility is common in digital display and open web video, but it marks a first for the CTV ad market. With the new feature, savvy marketers are already saving 10% to 20% on costs—if they're willing to accept a few tradeoffs. Thanks to Gigi's Adam Epstein, Plug Media's James Duffy, and Rain the Growth Agency's Kendra Tang for the insights. My latest for ADWEEK: https://lnkd.in/gD3xRzNd

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