Top Stories

  • Apple Inc. announced a new smartwatch, virtual fitness service and digital subscription bundle during its first virtual-only product introduction, in a break from the company’s eight-year tradition of unveiling its newest iPhone each September. The fitness offering, Fitness+, includes access to virtual workout classes for $9.99 per month, while the new subscription bundle, Apple One, offers Apple Music, TV, Arcade and iCloud storage starting at $14.95 per month, as Apple continues to rely on revenue from services with iPhone sales declining. (The Wall Street Journal)
  • Amazon.com Inc. has launched Luxury Stores, an invite-only platform for high-end fashion designers such as Oscar de la Renta, presenting another hurdle to department stores which have already been struggling amid the pandemic. Amazon is promoting the platform with a 30-second film that stars Cara Delevingne. (Ad Age)
  • AT&T Inc. will launch a less expensive version of HBO Max next spring that is supported by a “light ad load,” said AT&T Chief Executive John Stankey, joining rivals such as Hulu and Peacock in offering ad-supported tiers after HBO’s 47-year run without commercials. The new offer, which Stankey said will cost less than HBO Max’s current price of $14.99, sets the streaming service apart from longtime competitor Netflix Inc., which continues to refuse ads. (Bloomberg)

Chart Review

Events Calendar (All Times Local)

09/16/2020
Digiday Media Buying Summit
Adweek’s Brandweek Masters Live 2020
NAB’s Radio Show
09/17/2020
Digiday Media Buying Summit
Adweek’s Brandweek Masters Live 2020
09/18/2020
Digiday Media Buying Summit
Adweek’s Brandweek Masters Live 2020
View full calendar


Watch the Webinar On Demand – The Gen Z Threat

Recently, Morning Consult hosted a webinar breaking down our latest report, Gen Z’s Most Loved Brands of 2020.

You can access a recording of the webinar here for insight into how the pandemic is transforming Gen Z’s relationship with brands, and how brands should adapt to meet the changing expectations of this generation of the future.

Advertising

AT&T considers cellphone plans subsidized by ads
Sheila Dang et al., Reuters

AT&T Inc. is considering offering wireless phone plans partially subsidized by advertising as soon as a year from now, Chief Executive John Stankey said in an interview on Tuesday.

Translation Teams Up With Nielsen to Measure Cultural Impact
Erik Oster, Adweek

The offering is designed to help marketers reach audiences at scale with culturally relevant work and extends to Nielsen’s planning, activation and measurement solutions to Translation’s cultural intelligence.

IAB Tech Lab’s Project Rearc Chugs Along On Open Standards, But The Browser Makers Are Wildcards
Allison Schiff, AdExchanger

Sixteen ad tech companies and agencies pledged their support for Rearc on Tuesday, including GroupM, GumGum, Index Exchange, LiveRamp, MediaMath, Neustar, OpenX, Oracle Data Cloud, The Trade Desk and Xandr.

Analysis Shows Broadcast Campaigns Performing As Well, If Not Better, During COVID-19 Pandemic
Joe Mandese, MediaPost

The analysis released this morning by performance analytics firm Veritone shows that on average, TV and radio ad campaigns are generating nearly 7% greater “lift” — defined as increased traffic to the advertiser’s website — over the course of the 15 months analyzed.

Media and Entertainment

Peacock Signups At 15 Million Vs 10 Million Six Weeks Ago, Comcast CEO Brian Roberts Says News Soon On NBCU Programming Chief
Jill Goldsmith, Deadline

Comcast CEO Brian said Peacock signups have surged 50% in six weeks and the app is the second most popular on its OTT product Xfinity Flex behind Netflix, and number three on Xfinity X1 behind Netflix and YouTube.

NFL’s First Week Draws Fewer Viewers Amid Sports Bonanza
Joe Flint, The Wall Street Journal

Most networks see double-digit loss; Fox gets bump from Tom Brady debut.

Movie Theaters Returned. Audiences Didn’t. Now What?
Nicole Sperling and Brooks Barnes, The New York Times

People aren’t going to the movies at anywhere close to the numbers that Hollywood hoped, prompting studios to postpone more big releases. Marvel’s “Black Widow” could be the next to retreat.

CBS All Access will be rebranded as Paramount+
Jessica Conditt, Engadget 

CBS All Access will become Paramount+ early next year as ViacomCBS attempts to wrangle all of its series under a single streaming banner.

Social Media and Technology

Triller aims for TikTok with additions of influencers like Charli D’Amelio and Addison Rae
Sarah Perez, TechCrunch

Just this week, Triller snagged TikTok’s queen herself, Charli D’Amelio, whose current TikTok account has 87 million followers, and another top TikToker, Addison Rae, will make her way to Triller this week, as well.

TikTok set to become a standalone US company to satisfy White House
James Fontanella-Khan and Miles Kruppa, Financial Times

ByteDance will place TikTok’s global business in a new US-headquartered company with Oracle investing as a minority shareholder, said people briefed on a plan presented to US officials to avoid a ban of the popular video app by President Donald Trump.

Celebrities Plan an ‘Instagram Freeze,’ but Reaction Is Icy
Kellen Browning, The New York Times

Stars including Kim Kardashian West, Katy Perry and Mark Ruffalo said they would protest Facebook by freezing their Instagram accounts on Wednesday. The responses were far from positive.

Twitch is testing mid-roll ads that streamers can’t control
Bijan Stephen, The Verge

Twitch has started automatically running ads in the middle of streams for some viewers. It’s been very careful to frame the move as an experiment, probably because the company knows backlash from the community is coming.

FTC Preparing Possible Antitrust Suit Against Facebook
Brent Kendall et al., The Wall Street Journal

The Federal Trade Commission is gearing up to file a possible antitrust lawsuit against Facebook Inc. by year-end, according to people familiar with the matter, in a case that would challenge the company’s dominant position in social media.

Engagement With Video And Social Content Soars During Pandemic
Jack Neff, Ad Age

Theories of what’s behind mystery surge include people being free from their bosses and teachers, loneliness, or simply a spike in click fraud.

Pinterest Reveals How Pinners Are Going ‘Back to (Home) Life’
David Cohen, Adweek

Overall, Pinners continued to reflect on personal growth, improvements and mental wellness, with a 64% leap in searches for positivity in July compared with July 2019. Life goals and travel plans are being replaced by personal projects.

PR and Marketing

Bankrupt Chuck E. Cheese Parent Wants to Shred 7 Billion Tickets
Leslie A. Pappas, Bloomberg Law

Chuck E. Cheese’s parent company asked a bankruptcy court to approve settlements to destroy 7 billion paper Prize Tickets that have built up in the company’s supply chain as a result of the Covid-19 pandemic.

Spin Studio Operator Flywheel Sports Shuts Down
Soma Biswas, The Wall Street Journal

Flywheel Sports, hit by Covid-19 shutdowns and litigation with rival Peloton, files for chapter 7 bankruptcy.

One in three Americans would happily never set foot in a store again, a new survey of consumer behavior shows
Grace Dean, Business Insider

35% of Americans would be happy to avoid traditional in-store shopping, according to a survey by sensor company Sense Photonics and Harris Insights and Analytics, the market research company.

Molson Coors Forms Joint Venture to Brew and Sell Yuengling Beers
Jennifer Maloney, The Wall Street Journal

Partnership aimed at making Yuengling available in up to 25 more U.S. states as both brewers cope with pandemic-fueled sales drop.

Red Lobster and PepsiCo Launch ‘the Dew Garita,’ the Unofficial Official Cocktail of 2020
David Griner, Adweek

The restaurant chain and PepsiCo say it’s the first of several menu collaborations.

Why Miller Lite turned its beer can into a TV antenna for NFL football
Jeff Beer, Fast Company

The brand and its ad agency DDB San Francisco saw that more than a third of sports viewers get their sports through streaming, a lot of which is done on illegal sites littered with pop-up ads and the constant specter of a buffering wheel spinning up some soul-crushing aggravation.

Starbucks Sales Recovery Has ‘a Ways to Go’ as Pandemic Quiets Cities
Heather Haddon, The Wall Street Journal

Starbucks Corp. said its sales recovery in the U.S. is at least another six months away as consumers continue to work from home and many of its stores in central business districts remain closed.

How we work out together now
Alex Abad-Santos, Vox

Group fitness was popular before the pandemic. Here’s how we work out together from home.

Zoom Invests in Big Messaging Upgrade in Challenge to Slack
Kevin McLaughlin, The Information

Zoom Video Communications became a household name with a video conferencing service that has become a ubiquitous tool for businesses and students during the pandemic. Now Zoom is looking to seriously up its game in another important area: messaging. 

Patagonia says its new ‘vote the a–holes out’ clothing tag is a call to action on climate change
Catherine LeClair, Business Insider

The tags are a call to vote against politicians who deny climate change, according to Patagonia spokesperson Tessa Byars.

Cision and Meltwater, the two largest PR software companies, are planning a merger, and the DoJ has explored whether it would hurt competition
Patrick Coffee and Sean Czarnecki, Business Insider Premium

Three people said the Justice Department contacted them in early summer, asking about the PR software industry, how a potential merger of Cision and Meltwater would affect their competitors, and if they believed it would raise prices for their customers.

Opinions, Editorials, Perspectives and Research

Watch out, Bezos. Walmart+ could take millions of customers from Amazon Prime
Lance Lambert, Fortune

Fortune and SurveyMonkey polled 2,717 U.S. adults on their likelihood to use the service, and data suggests a strong Walmart+ launch: Among U.S. adults, 27% say they’re likely to subscribe. That could translate to tens of millions of signups.

Morning Consult