分组1 - Consumer demand for online platforms has proven resilient in the latter half of the year, benefiting companies like Amazon, DoorDash, and Expedia Group, setting them up for a strong 2026 according to Evercore ISI analysts [5] - The trends in consumer demand span various sectors including ride-sharing, online travel, and e-commerce, indicating robust performance across multiple industries [5] - The article highlights the ongoing competition among major tech companies, particularly in the AI space, with Amazon naming a new AI group leader amid its battle with Microsoft and Google [10]

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Group 1 - Instagram has introduced a new privacy setting that defaults all new and existing underage accounts to an automatic private mode [1] - The company is testing its Instagram for TV app in the U.S. via Amazon Fire TV, aiming to expand its video platform capabilities beyond smartphones [2] - The Instagram for TV app will feature TikTok-like Reels videos, which are produced by individual creators and recommended to users [3] Group 2 - Meta is focusing on providing a great user experience for the TV app before considering monetization strategies [4] - The company plans to expand the TV app to other device makers in the future, although specific names were not disclosed [3] - Instagram's strategy includes enhancing content delivery for mobile users in a way that is designed for TV [4]

Instagram is expanding Reels-viewing beyond mobile, the social network announced on Tuesday. The company is piloting IG for TV, a new experience that lets you watch Reels on TV, starting with Amazon Fire TV.By bringing Reels to TVs, Instagram can better compete with YouTube, which largely dominates the TV space. Instagram likely wants viewers to switch to its TV app while watching content on the couch, similar to flipping through TV channels. For example, you could be watching something on Netflix and decid ...

Core Insights - Prime Video is evolving from a mere perk of Amazon Prime membership to a significant strategic asset and growth engine for the company [2][15] - The introduction of an ad-supported model and integration with Amazon's retail ecosystem positions Prime Video as a powerful player in the connected TV (CTV) market [5][11] Strategic Shift - Initially, Prime Video was designed to enhance customer loyalty and reduce churn by providing video content to e-commerce customers [4] - The service has transitioned from a defensive strategy to a core component of Amazon's business model, now offering third-party subscriptions and ad-supported content [5][6] Advertising Potential - The rollout of ads on Prime Video has opened access to over 200 million global viewers, making it one of the largest ad-supported streaming platforms [8][9] - Amazon's advertising model leverages retail data to allow brands to target viewers based on purchasing behavior, creating a seamless shopping experience [10][13] Connected TV Strategy - Prime Video serves as Amazon's entry point into the living room, with over 200 million Fire TV devices sold, enabling control over the CTV ecosystem [12] - This integrated approach allows Amazon to collect first-party data and enhance ad effectiveness, positioning it as a leader in the CTV advertising space [11][13] Ecosystem Integration - Prime Video is a crucial element in Amazon's strategy to merge commerce, content, and advertising, creating a defensible business model [14][16] - The interconnectedness of Amazon's services enhances overall growth, making Prime Video a vital asset for future expansion [15][16]