Friday, October 31, 2025

Zuckerberg's Call for Superintelligence Will Change Ad Creative Forever

Here's something your creative services department w\might like to know about: Philip Jay LeNoble, PhD.

 

Commentary

Zuckerberg's Call for Superintelligence Will Change Ad Creative Forever

Mark Zuckerberg has called Meta's push for personal superintelligence “a new era of personal empowerment where people will have greater agency to improve the world in the directions they choose.” it has led to the usual hyperbole about the “end of humanity.”

For advertisers, the push for superintelligence isn’t about a utopian future or nightmarish vision, but a present-day challenge with huge stakes. It’s a potential clash between brand equity built up over decades, and the algorithmic push for high-volume creative.

Delivering one-to-one advertising. Over the past few months there has been a series of mammoth investments from tech giants like Meta, Google, and ByteDance into AI infrastructure and microchips. A large reason for this spending is updating their advertising systems to deliver true personalization -- the crux of Zuckerberg’s vision. 

While this has always been the goal of advertising, a previously unimaginable level of precision is now possible, thanks to huge computational power, faster processing and machine learning. Using billions of behavioral signals they have gathered on users, platforms like Meta and TikTok can now instantly sift through millions of ad variants to serve the right ad to the right person at the right moment. 


The fuel to power these real-time matching engines is in a vast volume of creative options with a need for hundreds of individual ads -- orders of magnitude more than most advertisers are producing today. Yet increased volume is the key to driving better performance.

The volume conundrum. This scaling challenge is what Meta intends to solve using AI. In an interview earlier this year, Zuckerberg described a world where businesses only need to provide a few basic inputs, and Meta's AI will do the rest, generating thousands of tailored ads.

For larger advertisers however, handing over control to the platforms to generate hundreds of ads "on the fly" directly clashes with the requirement for clear guidelines, sign-off procedures, and preservation of long-term brand equity.

So to keep pace, advertisers face a real dilemma: either risk being left behind with insufficient creative volume, or cede control and potentially sacrifice brand integrity and long-term health. So what is the solution?

The marriage of humans and AI. Manually creating and signing off on 500 individual ads would be an immensely time-consuming and costly process, wiping out any performance gains.

AI is therefore essential for advertisers to reach the scale and volume needed to compete. Unfortunately, the output from out-of-the-box AI solutions is often questionable, with many overhyped products (e.g., the classic LinkedIn call to action: "Comment AI on my post for early access").

Meanwhile, the platforms themselves will focus on creating easy-to-use tools for the long tail of their advertisers -- solutions that won’t meet the strict guidelines of larger brands. Therefore, to produce brand-safe, high-quality AI creative, human expertise must guide every stage. 

This involves equipping AI with clear brand guidelines and even relevant performance data, plus applying human judgement on context and taste to shape the creative direction. It also means enforcing strict guardrails with established sign-off procedures to ensure a human expert reviews and approves the final creative output.

Zuckerberg has said, “The rest of this decade seems likely to be the decisive period for determining the path this technology will take.” For brands, the road ahead is clear. In marrying smart human oversight with AI’s scale, they can finally achieve a long-sought advertising goal: building true one-to-one relationships with their audience. That’s the real story.

Trust in News Organizations Is Falling, Pew Reports

Trust In News Organizations Is Falling, Pew Reports

Trust in news providers has fallen among people on both ends of the political spectrum, judging by a study from Pew Research. 

In general, 56% of U.S. consumers have at least some trust in the information they get from national news providers. But that is down 11% from March of this year, and 20% since Pew started asking this question in 2016. 

Of the Republicans surveyed, 44% now have at least some trust in national news media. However, that has fallen from 53% in March and 70% in 2016. 

In contrast, 69% of Democrats have at least some trust in reports from national news organizations. But this is down from 81% in March and is now at the lowest level recorded since the question was first asked.

Overall, 70% of Americans have some trust in coverage from local news organizations. But that, too, has fallen from 80% this past March and 82% in 2016.


Of those surveyed, 64% of Republicans have some trust in local news sources, but that has declined from 75% in March and 79% in 2016. Meanwhile, 78% of Democrats have a certain trust in information from local organizations, versus 87% earlier this year.

On an age basis, only half of readers under 50 have a lot of or some trust in the national news media. And 51% of those 51% trust national news organizations and 50% social media sites.

Older Americans are more trusting, especially Democrats.

Fox Bucks Quarterly Ad Trend: 6% Higher

 

Fox Bucks Quarterly Ad Trend: 6% Higher

Fox Corp. posted 6% higher advertising revenues to $1.41 billion in its most recent quarter ending in September.

Three areas of growth include advertising for Tubi, its free, ad-supported, streaming platform; Fox News Channel and other new content advertising, and NFL ad inventory pricing on the Fox Television Network.

For Fox cable networks, advertising revenue rose 7% higher to $345 million, with Fox Television Network and its TV stations gaining 6% to $1.067 billion.

Other big legacy TV media companies have seen double digit declines in advertising revenue trends.

Distribution revenues moved up at a slower pace -- 2% higher for its Fox Television Network and TV stations to $821 million, and for its cable TV network group, 3% more to $1.01 billion.


Going forward, however, analysts say the company expects accelerated distribution revenue growth in fiscal year 2027. This revenue will include subscription revenue coming from Fox Nation and the new Fox One broad-based entertainment, sports, and news streaming platform.

Tubi had its first quarter ever of profitability with 27% revenue growth to $324 million, according to MoffettNathanson Research estimates.

Fox Corp. stock closed on Thursday up 4.5% to $58.83, and was 8% higher in after-market trading.

Skydance Disruptor Ellison Drives Away Top Producer

 

Commentary

Skydance Disruptor Ellison Drives Away Top Producer

As expected, tech scion David Ellison is taking a hands-on approach to managing and shaping the new company formed from the merger of Skydance Media and Paramount. 

But Ellison, chairman and CEO of the new Paramount Skydance Corp., is not winning them all. 

Most notably, he lost producer Taylor Sheridan to a rival company, NBCUniversal.

Sheridan’s shows form the backbone of Paramount+ -- “Yellowstone,” “1883,” “Mayor of Kingstown,” “1923,” “Tulsa King,” “Lioness” and “Landman.” Coming next year, “Y: Marshals,” a spinoff sequel of “Yellowstone.”


Sheridan has so much clout now in the world of producing successful drama series for streaming that he draws A-list stars to his small-screen productions.

The list includes Sylvester Stallone and Samuel L. Jackson in “Tulsa King,” Harrison Ford and Helen Mirren in “1923,” Jeremy Renner in “Mayor of Kingstown,” and Billy Bob Thornton and Demi Moore in “Landman” -- not to mention Kevin Costner in Sheridan’s first hit, “Yellowstone.”   

The break with Paramount was reportedly due, at least in part, to unwelcome input on present and future productions from Ellison and others.

According to The Wall Street Journal, Ellison and colleagues traveled all the way to one of Sheridan’s two Texas ranches more than once to discuss future projects. 

The story suggests that their approach to the producer, who might be the hottest in television right now, was too heavy-handed.

“[Sheridan] was put off by their suggestions for new television shows, a decision to pass on a project and questions about his spending,” the WSJ said, citing unnamed sources.

The story came after the news broke earlier that Sheridan made a wide-ranging production deal with Paramount rival NBCUniversal to take his skills and creativity to that company starting in 2029, which is when his contract with Paramount reportedly expires.

Meanwhile, Ellison’s headline-making hire at CBS News, Bari Weiss, is making her presence known on West 57th Street, no doubt with behind-the-scenes guidance and encouragement from Ellison, as one top anchorman resigns and other personalities get dropped from high-profile news shows.

The anchorman, John Dickerson, resigned earlier this week after 16 years at CBS News. In a social media post on Monday, he thanked the company and his CBS colleagues.

Dickerson, 57, gave no sign that the turmoil in the news division stemming from Ellison’s public statements indicating he seeks a stem-to-stern overhaul of CBS News, had anything to do with his decision to move on.

The anchorman has been co-anchoring “CBS Evening News” with Maurice DuBois since last January. Since then, ratings have been tepid. 

While that may have contributed to Dickerson’s decision to leave, he might also have begun to feel increasingly uncomfortable working in a Weiss-run news division, especially because he openly criticized his new parent company on “Evening News” earlier this year for caving in to Trump.

On Thursday, stories circulated about layoffs, personnel shifts and restructurings breaking out all over Paramount Skydance.

At the news division, an estimated 100 people were laid off, streaming editions of “CBS Mornings” and “CBS Evening News” were canceled, and the two hosts of “CBS Saturday Morning” -- Michelle Miller and Dana Jacobson -- were taken off the show, according to Deadline.com

This is a new round of CBS News tumult in the wake of Skydance Media’s takeover of Paramount, but one could also make the case that the turmoil has been going on all year.

It dates back to at least last spring when Paramount Global and Skydance were struggling to close the deal with Skydance pending approval by the Trump administration.

The situation depended on Paramount making a settlement with Trump over a lawsuit the then-President-elect filed last year against CBS News and “60 Minutes” over a meaningless edit in a Kamala Harris interview promo.

Rather than be parties to a craven settlement, “60 Minutes” executive producer Bill Owens resigned in April and CBS New President Wendy McMahon resigned in May. The merger closed in Augus

Comcast Buys Into Trump's Ballroom: What Kind of Seat at The Table?

 

Comcast Buys Into Trump's Ballroom: What Kind of Seat at The Table?

So Comcast Corp. is a direct supporter of the controversial new $350 million ballroom for the White House East Wing?

Are NBC News, MSNBC, and CNBC also in the clear when it comes to any future criticism or business financial roadblocks -- from federal regulators? Or otherwise?

It's crazy to think one would even need to bring this up.

Are these or other news organizations in the clear from any forthcoming controversy over their journalistic or editing process?

One might suggest Comcast CEO Brian Roberts' approved donation could be part of the plan, especially now that Comcast is spinning off its cable TV networks.

Cable TV networks are not subject to FCC rule-marking. That said, spun-off cable TV network groups -- as stock-market publicly traded companies -- could be in harm's way.

Should Comcast’s Versant Media cable TV network companies make a deal to buy the Warner Bros. cable TV network group (with CNN)?


Or perhaps with Paramount Skydance's cable TV division (possibly with a CBS News business segment), federal regulators -- under the direction of President Trump -- could put the kibosh on that deal.

Why? Because they can. Major tech companies have been already playing ball with earlier financial donations for the second term of the Trump Administration.

Now Microsoft, Google, T-Mobile, and Palantir Technologies (a software and data analytics company) are some of 37 companies/donators contributing to the ballroom financial fund.

Legacy media companies are joining the move -- especially those that now need to make major transitional changes to how they operate their businesses amid major  disruption by digital-first media companies.

All this is to say that no one is in the clear. So if you can’t beat ‘em -- or hold them accountable with your journalist independence -- join ‘em?

Paramount Global has already paid Trump $16 million to settle a lawsuit over "editing" of a CBS "60 Minutes" Kamala Harris interview during the Presidential race.

The news media has done "editing" for centuries, and in print since the 15th century. Analysts believe CBS ceded to the deal just to complete its $8 billion Paramount deal to be bought by Skydance Media.

Who's to say, however, that Trump won’t try to proceed with more frivolous lawsuits against any media organization in the coming years?

Media organizations that buy into -- and will attend -- the new ballroom for some initial party celebration may think they have it made. Trouble is, now they might have to dance

A Comcast-WBD Deal: CNN As a Sister Network Of MSNBC?

 

Commentary

A Comcast-WBD Deal: CNN As a Sister Network Of MSNBC?


Legacy media companies want smaller, more aggressive business units. But at the same time, they want more control. Can this work?

Consider the potential moves of Comcast, Warner Bros. Discovery and Paramount Skydance -- efforts to spin off media business assets to become more aggressive in the marketplace.

These moves follow those of Fox Corp in 2019 to do just that -- be smaller.

This followed Fox Corp. selling off its TV production and entertainment cable networks -- and by way of Disney, Fox Corp. regional sports networks -- and other legacy media companies are now following its lead.

Selling off TV production and entertainment cable networks -- and by way of Disney, regional sports networks -- other legacy media companies are now following its lead.

But there is a difference. If Comcast makes a deal to buy the Warner Bros. Discovery cable TV networks group -- to be called Discovery Global after WBD’s planned spinoff -- it could still have controlling share power over two companies, with bigger Versant-Discovery Global companies as well as its businesses NBCUniversal (NBC Television Network, Telemundo, Bravo, TV stations, movie and film studios, and Peacock).


What might happen? For one, says Rich Greenfield, partner/media analyst of LightShed Partners, it gives Comcast CEO Brian Roberts some revisionist business history of sorts.

Comcast would instantly rival Walt Disney -- currently the biggest of all legacy media companies when looking at many financial data points.

Greenfield reminds us that 21 years ago, Comcast made a hostile bid to take over Disney. Now Roberts would not only find a way to get much closer as a competitor to Disney, but would do so under two separate publicly traded companies.

This is something analysts have said Disney could be doing as well. Iger has reiterated that the linear TV and streaming TV businesses should benefit each other.

Greenfield, for example, called for Disney to do its own spinoff of ESPN and ABC Television Network as a separately traded public company -- and believes that once Disney CEO Robert Iger departs as planned, this could be a reality.

A deal with WBD eliminates any federal regulatory concerns, since the deal includes no broadcast TV stations -- and that is good news for Comcast.

One downside, however, is that Comcast would now have more TV news networks -- CNN and Headline News, for example -- adding to Versant’s MSNBC and CNBC.

MSNBC will rebrand as MS NOW on November 15, 2025.

Why isn’t that good? Both CNN and MSNBC continue to be a source of distress for President Trump, and news media execs are becoming increasingly weary of the issues and conflict.

But didn’t Roberts just make a big donation to a proposed $350 million White House adjacent ballroom that President Trump has been pursuing?

We don’t know how much of a factor this will be when it comes to consideration of future media deal-making.

As the cliche goes: We just follow the actions of executives -- not always what they say.

Going small might be a way to find a space -- some niche area where they can go about their business without too many people noticing.

Thursday, October 23, 2025

Local TV Faces Strong Crosswinds in 2026

 

TV News Check

Broadcast Industry News - Television, Cable, On-demand

Local TV Faces Strong Crosswinds in 2026


Unpredictable economic, regulatory and technology environments will keep broadcasters on their toes next year, says BIA’s Rick Ducey.

00:26Daily Market Update

NEW YORK — Broadcasters face confusing crosswinds as they plan for the immediate future, with macroeconomics, regulation and technology all in heavy flux, said Rick Ducey, managing director, BIA Advisory Services, at TVNewsCheck’s Local TV Strategies conference at NAB New York on Wednesday.

The immediate forecast for broadcasters is positive, with political spending expected to come in strong in 2026. Local TV, including cable, is predicted to rake in nearly $4 billion in political spend next year, or about 45% of the total amount spent on local video, while connected TV (CTV) and over-the-top (OTT) offerings will snag nearly $1 billion, or 11% of the total spend. PC/laptop video, including social media, will take in 13.5% at $1.2 billion, BIA estimates. 

Beyond the overall crosswinds, there are several factors in play that make it hard to predict how politicians, campaigns and Super PACs will spend in 2026. The Supreme Court is expected to decide on a case that could loosen regulations on political spending. Analysts are still waiting to see how Democrats are going to position and place their messaging, and redistricting could impact the competitiveness of many local races. 

As a baseline, BIA predicts that in 2025 the total local advertising marketplace will equal nearly $30 billion, with local over-the-air TV taking nearly half of that investment at $14.3 billion. Breaking that down further, local PC/laptop video will nab 16.3% of that at nearly $5 billion, mobile video will take 12.1% at $3.6 billion. CTV/OTT and local cable tie at 7.4% each or $2.2 billion. Finally, digital out-of-home sweeps up 5.1% of that money, equaling $1.5 billion. 

While political spending brings big dollars to broadcasters every other year, and local over-the-air broadcast is still the biggest platform for local advertising by far, core spending on local broadcasting continues to decline, while CTV/OTV makes inroads. In 2023, core spending on local TV hit $15.6 billion. That declined to $14.9 billion in 2024, $14.3 billion in 2025 and is predicted to fall again to $13.9 billion in 2026. Spend is moving to CTV/OTT because marketers prefer the ease of buying targeted campaigns on self-serve platforms where they can also get immediate performance metrics. 

“Campaigns layered on top add value and pizazz to campaigns so that’s where we see marketers going,” Ducey said.

Looking at the biggest spenders on local media in the past year, Ducey identified real estate, which is up 10.4% to $6.12 million; restaurants, up 7.8% to $15 million; finance/insurance, up 4% to $23 million; retail, up 3% to $25.17 million and automotive, up 1.4% to $11.9 million. 

While automotive, typically one of the largest spenders on local media, has been soft due to post-pandemic economic conditions, “it’s still one of the highest growth categories,” Ducey said.

As anyone would expect political dropped off almost completely in off-cycle 2025, declining 83%. Also down are media, healthcare and pharmaceutical, and general services. Pharmaceutical is a huge spender on local media, but the category is potentially facing regulation that could limit pharmaceutical companies’ ability to place advertising on TV. Education is up a bit, 0.3%, but education advertisers are turning to the targeted options of local CTV/OTT. 

Unsurprisingly, CTV/OTT is expected to be the fastest-growing media in 2025, increasing 29.3% from 2024. Categories such as legal services, hospitals, new car dealers, automotive manufacturers, and supermarkets and other grocery stores are all increasing buying on CTV/OTT platforms. New car dealers have upped their spend in this space by about 25%, while the other categories are all up about 30%.

Key vertical spenders on local TV in 2025 are legal services at $1.7 billion, auto manufacturers at $989 million, pharmaceuticals at $882 million, tier 2 automotive at $795.7. million and quick-service restaurants at $703 million. 

As broadcasters plan for the future, competition in the local video marketplace is getting stronger. Big video providers like Netflix, Amazon Prime Video and Disney have entered the space with ad-supported video on demand (AVOD) offerings. Consumers are moving off of subscription-based services and on to FAST and AVOD platforms as they look to save money, while short-form vertical and shoppable video are attracting a lot of local eyeballs. For their part, advertisers are seeking targeted cross-platform solutions and automated buying options. And on the technology side, artificial intelligence is coming to advertising, both in terms of generative AI helping to create commercials and machine learning helping to manage the process on the backend. 

But change can come to local broadcast, Ducey said, quoting Microsoft founder Bill Gates who said: “We tend to overestimate what we can achieve in one year and underestimate what we can change in 10.”