Behind the Numbers: an EMARKETER Podcast

On today’s podcast episode, we discuss the three big questions surrounding Netflix right now: What are Netflix’s advertising expectations? What will actually happen with Warner Bros. Discovery? And more. Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Analyst Ross Benes. Listen everywhere, and watch on YouTube and Spotify. Get more insights like these with our free, industry-leading newsletters covering advertising, marketing, and commerce. Sign up at emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-wbd-deal-netflix-s-ads-2026-what-3-big-questions-netflix-behind-numbers © 2026 EMARKETER Seedtag applies advanced AI to deliver privacy-first advertising at scale. As the creator of neuro-contextual advertising, Seedtag moves beyond traditional contextual targeting methods such as keywords and categories. Instead, Seedtag understands deeper signals of interest, intent, and emotion to create custom audiences based on a brand’s objectives.

On today’s podcast episode, we discuss the impact of President Trump’s second year on media, advertising, and technology, including how AI chips are influencing innovation, marketing contingency plans, and the changing role of the CEO. Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Director of Content Jeremy Goldman and Senior Analyst Gadjo Sevilla. Listen everywhere, and watch on YouTube and Spotify. Subscribe to EMARKETER's newsletters. Go to https://www.emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities, contact us: advertising@emarketer.com For more information, visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-president-trump-s-second-year-how-administration-will-impact-media-advertising-technology-be © 2026 EMARKETER

On today's podcast episode, we introduce our 'Unofficial Monthly Retailer Awards', or the U.M.R.A.s, for the 'Most Impactful Campaign', 'Best IRL Initiative', and 'Greatest Under-the-Radar Move'. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Principal Analyst Sky Canaves, and Analysts Arielle Feger and Rachel Wolff. Subscribe to EMARKETER's newsletters. Go to https://www.emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-unofficial-monthly-retailer-awards-january-coach-sims-bags-nespresso-store-more-reimagining- © 2026 EMARKETER

Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing how AI will automate credit card rewards personalization and what happens when Agentic AI turns mobile banking into a personal financial concierge. Join the discussion with guest host Senior Director of Podcasts and host Marcus Johnson, Senior Analyst Grace Broadbent, and Principal Analyst Tiffani Montez. Get more insights like these with our free, industry-leading newsletters covering advertising, marketing, and commerce. Sign up at emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-great-bake-take-off-banking-payments-trends-2026-how-ai-powers-personalized-rewards © 2026 EMARKETER

On today’s podcast episode, we discuss the new Disney-OpenAI deal: why Disney did the deal, what's in it for OpenAI, and everything that might happen next. Join Senior Director of Podcasts and host Marcus Johnson, Senior Analyst Ross Benes, and Principal Analyst Max Willens. Listen everywhere and watch on YouTube and Spotify. Get more insights like these with our free, industry-leading newsletters covering advertising, marketing, and commerce. Sign up at emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-disney-openai-deal-disaster-waiting-happen-future-of-storytelling-behind-numbers © 2026 EMARKETER

Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing how, as Gen Alpha turns 13, the war between time spent on YouTube and TikTok will heat up—and how gaming will become an alternative social media space for this young generation. Join Senior Director of Podcasts and host Marcus Johnson, along with Analyst Paola Flores-Marquez and Vice President of Research Jennifer Pearson. Listen everywhere, and watch on YouTube and Spotify. Get more insights like these with our free, industry-leading newsletters covering advertising, marketing, and commerce. Sign up at emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-great-btn-bake-take-off-gen-alpha-trends-2026-youtube-vs-tiktok-gaming-behind-numbers © 2026 EMARKETER

Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing how retailers will be restructuring their commerce media teams and focusing on hard launching their in-store retail media capabilities. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, along with Analyst Arielle Feger and Principal Analyst Sarah Marzano. Report mentioned: https://content-na1.emarketer.com/commerce-media-trends-watch-2026 Get more insights like these with our free, industry-leading newsletters covering advertising, marketing, and commerce. Sign up at emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-great-btn-bake-take-off-commerce-media-trends-2026-behind-numbers © 2026 EMARKETER

Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing why Dr. Google will give way to Dr. ChatGPT in 2026 and how Americans will increasingly use AI for mental health therapy and support this year. Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Analysts Rajiv Leventhal and Beth Snyder Bulik. Listen everywhere, and watch on YouTube and Spotify. Report mentioned: https://content-na1.emarketer.com/health-trends-watch-2026 Get more insights like these with our free, industry-leading newsletters covering advertising, marketing, and commerce. Sign up at emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-great-btn-bake-take-off-digital-health-trends-2026-dr-chatgpt-ai-therapy-behind-numbers © 2026 EMARKETER

Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing why podcasts will be more important to digital audio marketers than music and how FAST services will help push AVOD viewership across the 200 million milestone. Join Senior Director of Podcasts and host Marcus Johnson, along with Principal Forecasting Writer Ethan Cramer-Flood and Senior Director of Forecasting Oscar Orozco. Listen everywhere, and watch on YouTube and Spotify. Subscribe to EMARKETER's newsletters. Go to https://www.emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities, contact us: advertising@emarketer.com For more information, visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-great-btn-bake-take-off-forecast-trends-2026-podcasts-beat-music-marketers-fast-fuels-avod © 2026 EMARKETER

On today’s podcast episode, the team reports straight from the show floor at NRF’s Big Show 2026 to break down the most compelling themes dominating the conference, noteworthy insights from off-stage and hallway conversations, and what retail leaders should prioritize next based on what mattered most at one of the retail industry’s most influential events. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, along with Principal Analysts Sky Canaves and Sarah Marzano. Subscribe to EMARKETER's newsletters. Go to https://www.emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-what-everyone-talking-about-nrf-s-big-show-2026-reimagining-retail © 2026 EMARKETER

Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing why lawsuits and regulations will begin to fundamentally shift how kids use social media and how brands are going to use creators to figure out generative engine optimization (GEO). Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Analyst Minda Smiley and Principal Analyst Max Willens. Listen everywhere, and watch on YouTube and Spotify. Subscribe to EMARKETER's newsletters. Go to https://www.emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities, contact us: advertising@emarketer.com For more information, visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-great-btn-bake-take-off-social-media-trends-2026-laws-reshape-kids-social-use-brands-use-cre © 2026 EMARKETER

Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing why Google may overtake OpenAI in 2026 and how the AI boom could get a reality check this year. Join Senior Director of Podcasts and host Marcus Johnson, along with Principal Analyst Nate Elliot and Analyst Jacob Bourne. Listen everywhere, and watch on YouTube and Spotify. The reports mentioned: Tech Trends to Watch in 2026 AI Trends to Watch in 2026 Get more insights like these with our free, industry-leading newsletters covering advertising, marketing, and commerce. Sign up at emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-great-btn-bake-take-off-genai-trends-2026-google-overtakes-openai-behind-numbers © 2026 EMARKETER

Our analysts (or “bakers”) will compete in a Great British Bake Off–style episode, discussing how the digital shelf for ecommerce will adapt to speak to AI audiences and how retailers will counter AI’s rise by connecting with customers IRL. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Principal Analyst Sky Canaves, and Senior Analyst Blake Droesch. Subscribe to EMARKETER's newsletters. Go to https://www.emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-reimagining-retail-trends-2026-how-ai-will-change-digital-shelf-irl-customers-interactions © 2026 EMARKETER

Our analysts (or “bakers”) will compete in a Great British Bake Off–style episode, discussing how new standards will unlock agentic ad buying and selling, and how (and why) YouTube will benefit most from the surge in video podcasts. Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Analyst Ross Benes and Principal Analyst Yory Wurmser. Listen everywhere, and watch on YouTube and Spotify. Subscribe to EMARKETER's newsletters. Go to https://www.emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities, contact us: advertising@emarketer.com For more information, visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-great-btn-bake-take-off-digital-trends-2026-agentic-ad-buying-video-podcast-winners-behind-n © 2026 EMARKETER Campaigns take flight with Viasat Ads. Unlock access to over 250 million passengers annually across leading global airlines, with high-engagement ad formats and real-time delivery. Viasat Ads provides access to a verified audience in a captive environment, so your message reaches passengers when they are ready to engage. Join their journey with Viasat Ads.

On today’s special podcast episode, we discuss the major headlines we expect to see and some significant milestones in the coming year—and bundle it all into a giant quiz. What happens to YouTube in 2026? What will shoppers start letting AI agents do for them? And much, much more. Join Senior Director of Podcasts and host Marcus Johnson, along with Vice Presidents of Content Suzy Davidkhanian and Paul Verna, and Senior Analyst Blake Droesch. Listen everywhere, and watch on YouTube and Spotify. Subscribe to EMARKETER's newsletters. Go to: https://www.emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-big-2026-quiz-random-trivia-future-major-headlines-defining-moments-behind-numbers © 2026 EMARKETER

In today’s episode, we explore consumers’ use of agentic AI in their financial lives, and the development of stablecoin payment rails becoming “bank grade” in 2026. Join the discussion with host and Head of Business Development Rob Rubin, and Senior Analysts Grace Broadbent and Myra Thomas. Subscribe to EMARKETER's newsletters. Go to: https://www.emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-welcome-2026-ai-agents-manage-money-bank-grade-stablecoin-economy-banking-payments-show © 2025 EMARKETER Campaigns take flight with Viasat Ads. Unlock access to over 250 million passengers annually across leading global airlines, with high-engagement ad formats and real-time delivery. Viasat Ads provides access to a verified audience in a captive environment, so your message reaches passengers when they are ready to engage. Join their journey with Viasat Ads.

On today's podcast episode, we give out our '2025 Retail Awards' for the 'Must-Visit Store of the Year', 'Glow-Up of the Year', 'AI Power Move', 'Collab of the Year', and 'Campaign of the Year'. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Senior Analyst Blake Droesch, and Analysts Arielle Feger and Rachel Wolff. To learn more about our research and get access to PRO+ go to EMARKETER.com Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-reimagining-retail-2025-retail-awards-must-visit-glow-up-best-collab-ai-impactful © 2025 EMARKETER Campaigns take flight with Viasat Ads. Unlock access to over 250 million passengers annually across leading global airlines, with high-engagement ad formats and real-time delivery. Viasat Ads provides access to a verified audience in a captive environment, so your message reaches passengers when they are ready to engage. Join their journey with Viasat Ads.

On today’s EMARKETER Miniseries—AI-Driven Media Management—we explore the core building blocks of AI innovation, what partnering with Amazon Ads looks like in practice, and advice for leaders or teams who don’t come from technical backgrounds but need to build or use AI systems. EMARKETER Senior Director of Content Jeremy Goldman speaks with Adam Epstein, co-founder and CEO of Gigi. Listen everywhere you find podcasts, and watch on YouTube and Spotify. To learn more about our research and get access to PRO+ go to EMARKETER.com Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-ai-driven-media-management-with-gigi-amazon-ads-part-2-emarketer-miniseries © 2025 EMARKETER Amazon Ads offers full-funnel advertising solutions to help businesses of all sizes achieve their marketing goals at scale. Amazon Ads connects advertisers to highly relevant audiences through first-party insights; extensive reach across premium content like Prime Video, Twitch, and third-party publishers; the ability to connect and directly measure campaign tactics across awareness, consideration, and conversion; and generative AI to deliver appropriate creative at each step. Amazon Ads helps advertisers reach an average monthly ad-supported audience of more than 300 million in the U.S. across Amazon's owned and operated properties and third-party publishers.

On today’s podcast episode, we discuss airline passengers’ receptiveness to ads, share best-in-class examples of contextual campaigns, and explore where in-flight ads are headed next. Join Senior Director of Podcasts and host Marcus Johnson, Senior Director of Content Jeremy Goldman, and Ragu Kamakshisundaram, Vice President of Media and Monetization at Viasat Ads. Listen everywhere, and watch on YouTube and Spotify. To learn more about our research and get access to PRO+, go to EMARKETER.com Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities, contact us: advertising@emarketer.com For more information, visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode, click here: https://www.emarketer.com/content/ podcast-next-generation-of-in-flight-advertising-passenger-receptiveness-contextual-campaigns-what-c © 2025 EMARKETER Campaigns take flight with Viasat Ads. Unlock access to over 250 million passengers annually across leading global airlines, with high-engagement ad formats and real-time delivery. Viasat Ads provides access to a verified audience in a captive environment, so your message reaches passengers when they are ready to engage. Join their journey with Viasat Ads.

On today’s podcast episode, we discuss our “very specific but highly unlikely” predictions for 2026: what Amazon will do with the price of Prime; between OpenAI and Apple, who’s most likely to buy whom; and why a potential WBD acquisition by Netflix might not go through in 2026—if at all. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Nate Elliott, and Vice Presidents of Content Suzy Davidkhanian and Paul Verna. Listen everywhere, and watch on YouTube and Spotify. To learn more about our research and get access to PRO+ go to EMARKETER.com Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-behind-numbe-what-if-prime-cost-less-openai-bought-apple-netflix-wbd-deal-never-happens © 2025 EMARKETER Campaigns take flight with Viasat Ads. Unlock access to over 250 million passengers annually across leading global airlines, with high-engagement ad formats and real-time delivery. Viasat Ads provides access to a verified audience in a captive environment, so your message reaches passengers when they are ready to engage. Join their journey with Viasat Ads.