Evan Shapīro’s Post

Walmart and VIZIO have joined forces in an acquisition deal valued at approximately $2.3 billion. This strategic move has the potential to revolutionize the intersection of retail and entertainment, leveraging VIZIO's innovative SmartCast Operating System and expansive customer base to redefine in-home media experiences. With VIZIO's customer-centric approach and growing advertising business, Walmart sees immense potential in enhancing its media arm, Walmart Connect, to deliver tailored advertising solutions at scale. Does this acquisition bolster Walmart's position in the connected TV market and pave the way for groundbreaking opportunities for advertisers to engage with customers in meaningful ways? Stay tuned for the next chapter in retail and entertainment innovation! #Walmart #VIZIO #Acquisition #Retail #Entertainment #Innovation

VIZIO is to be acquired by Walmart for $2.3 billion according to 9to5Google. “Walmart confirms its plan to buy Vizio for $2.3 billion ($11.50 per share in cash). The deal would see Vizio folded into Walmart and it’s pretty clear what the retailer is focused on with the acquisition. Vizio’s SmartCast operating system in use on all of its TVs, Walmart says, is seen as an expansion opportunity for Walmart’s “Connect” media business, as well as a boost to its advertising business.” Source in comments. #vizio #walmart #mergersandacquisitions #aquisitions #advertising #television #consumerelectronics #SmartCast

Exciting News Alert! 🚀 Walmart's acquisition of VIZIO is shaking up the retail media landscape. Dive deep with Peter V.S. Bond as he unpacks the immense value this union brings to Walmart Connect, advertisers, and the data landscape. Don't miss out! #WalmartConnect #Walmart #VIZIO #Acquisition #RetailMedia

What headlines say: "Walmart to buy Vizio for $2.3 billion." What they mean: "This is just the first acquisition. They'll get into media next." Here's the post-cookie playbook: Step 1: build a marketplace that does real volume Step 2: build a RMN on your audience data Step 3: build or buy hardware so you own the platform Step 4: get into media to maximize ad real estate Step 5: profit Calling it now, Walmart's bundled deal with Paramount+ will turn into an acquisition down the road. Their enterprise value is only $22B and they only have $16B of debt on the books! Easy money. #Walmart #Vizio #RetailMediaNetworks #Ads

"Strategic Moves in Tech: Walmart Acquires Vizio for $2.3 Billion 📺💼 In a move that underscores the growing intersection between retail and technology, Walmart has announced a monumental acquisition of smart TV maker Vizio for $2.3 billion. This acquisition is more than a business transaction; it's a strategic play that could reshape the smart home landscape and bolster Walmart's position in the advertising domain through Vizio's SmartCast OS. Why is this significant? For starters, it highlights the value of smart TVs not just as entertainment devices but as platforms for content delivery and advertising. It also signals Walmart's ambitious plans to expand its footprint in the tech ecosystem, leveraging Vizio's established presence in millions of living rooms. As professionals in the tech and business sectors, this move prompts us to think about the future of content consumption, advertising, and the role of smart devices in our daily lives. How will this acquisition impact the market dynamics of smart TVs and advertising? What could this mean for competitors and consumers alike? I'm eager to hear your thoughts on this strategic acquisition and its potential ripple effects across the tech and retail landscapes. #WalmartVizio #TechNews #SmartHome #DigitalAdvertising"

Walmart acquires Vizio Walmart announced Tuesday it is buying smart-TV maker Vizio for $2.3 billion in a move aimed at supercharging the retail behemoth's burgeoning advertising business. Walmart's proposed offer to buy Vizio for $11.50 per share in cash is another bet on the retailer's fast-growing U.S. advertising business, where ad sales rose 22% in the quarter ended 31st Jan and is a bigger margin driver than its traditional grocery business. The acquisition of Vizio could help the retail giant build out a vast panel of connected TV users through owning and operating Vizio smart-TVs and Vizio's SmartCast operating system, giving it more space to sell ads. Walmart said it sees appeal in Vizio's growing device ecosystem and its Smart TV operating system, SmartCast, which has amassed over 18 million active accounts — growing by roughly 400% since 2018. Analysts expect Vizio to generate nearly $600 million in software/advertising revenue in 2023. #finance #walmart #vizio #stockmarkets #dowjones #business #revenuegrowth

Walmart is reportedly in talks to #buy Vizio for $2 billion, according to the WSJ. The Wall Street Journal reported on Tuesday. Walmart would gain control of almost 20% of the U.S. television market and improve its #advertising business. Vizio shares jumped 24.6% Tuesday. They surged 36% to their greatest since November 2022. Walmart fell 1%. The #rumored bid price is 30% higher than Vizio's $1.54 billion market value on Monday (close). Walmart sells ads on its #website, digital diplays, connected TVs, and radio to maximize reach and shopper data. J.M. Smucker and Kraft Heinz (KHC.O) may promote to Walmart's 5,000 U.S. stores' 130 million weekly #shoppers with more Vizio TVs. Source - www.reuters.com To share your startup story write us on - contact@startuprise.io #walmart #vizio #us #news #buying

Is it only a matter of time until Walmart’s ad business becomes its main source of revenue? Not for a very long time.  But this is a pretty big step in that direction. Yes, I’m talking about the big news coming out of a holiday weekend:  Walmart’s acquisition of Vizio in a $2.3 billion deal. By integrating Vizio’s SmartCast operating system, which has over 18 million active accounts, Walmart significantly expands its advertising reach, offering advertisers access to a wider audience. This points to a shift towards a more diversified revenue model for Walmart, with advertising playing a very key role in driving future growth. #walmartconnect #CTV #retailmedia

Walmart announced the #acquisition of smart TV maker VIZIO this week for $11.50 a share. A whopping 53% premium to the unaffected price prior to the WSJ scoop albeit a far cry from the $26 peak in mid 2021. An Interesting deal that touches #consumer #electronics, #retail, #media and #advertising all in one. On the deal front, the enterprise value is $2.2 billion and while the EBITDA multiple looks high that's just due to $VZIO's being barely breakeven. The revenue multiple is a measly 1.2x even with the large takeover premium .... consumer electronics is a tough (commodity) business. Since VZIO's founder controls 89% of the voting power and has already approved the transaction, no other stockholder vote is required. Another suitor is unlikely despite the go-shop provision. The fact that #Walmart generated c. 50% of #Vizio's revenue last year must have made some for some interesting deal dynamics and should scare away any interlopers in any case. But while Vizio is known for its TVs (15% US share) Walmart emphasized in its press release Vizio's SmartCast operating system as a key strategic merit which has been the driver of Vizio's growth while device revenue has declined significantly in the past couple of years. Even if Walmart acquisition track record is mixed, this is an interesting play that will (i) accelerate Walmart's ad business, (ii) bring an additional direct distribution and communication channel to reach Walmart consumers after web and app. Walmart owning its own pipe is surely something that will raise some eyebrows at competitors and partners. The wealth of available data on both sides is both exciting and scary. The acquisition should accelerate SmartCast's user base by integrating it into Walmart's existing private label TV brand #onn Walmart's private label TV brand #onn is currently powered by Roku Inc. and Roku's stock price has not reacted to the news well (down 29% from last week, losing nearly $4bn in market value! 😱 ) So now Walmart will know all the things that you buy and eat... and all the things that you watch. Think about that for a second.

Walmart is buying VIZIO for $2.3 Billion. Here is what's really going on with the big move. This isn't just about selling TVs; it's Walmart making a strategic leap into blending shopping with entertainment. With this deal, Walmart aims to change how we watch TV and ads, stepping up its game to compete with giants like Amazon. Owning VIZIO means Walmart can now offer more personalized ads and content right on your TV, making your viewing experience better. But, with Amazon already a big player in this space, Walmart has some catching up to do. Discover the game plan Walmart is betting on to change the way we watch TV and shop. Read the full story from the link in the comments.✌️ #TVAdvertising #RetailMedia #SmartTV #GrowthMarketing