Xbox 组建影视部门 XP 布局广告变现,Meta 对未订阅商业页面外链收费
Xbox Wants What TV Has (As In, Ads); Meta’s Link Toll
- 1Xbox 成立影视部门 XP,并把赞助与品牌合作正式化列为未来重点投资方向
- 2Meta 测试 Meta One 全球订阅包,未订阅商业页面帖文超两条外链需付费,新规扩至评论区
- 3中型独立代理商加速并购组成混合控股集团,Mars CEO 称广告主越来越少愿与其合作
- 4简讯还包括 USA Today 起诉 OpenAI 侵权、苹果更换并购负责人等人事与诉讼动态
平台变现逻辑正在改变,既有免费流量被改为订阅或外链收费,游戏平台开始把广告当正式生意。
- 影响:在 Meta 运营商业页面的企业需重算外链引流成本,超限后链接会变成不可点击文本;游戏内品牌赞助将有更正式的入口;与独立代理商合作的广告主可选对象在减少。
- 参考:可考虑盘点自有 Meta 页面的外链使用频次并测算付费或订阅成本;品牌方值得评估游戏场景赞助的报价方式;挑选代理商时可把独立公司的并购动向与规模纳入比较。
- 依据:Xbox 广告化方向出自其 CEO 致员工的内部备忘录,属官方口径;Meta 外链收费经 Press Gazette 报道,新闻页面豁免但认定标准未明;代理商判断引自 Mars CEO 受访。
Friday, October 9th, 2026 – 12:03 am
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Xbox TV … We Guess?
Everything is TV now, whether you like it or not.
Xbox unveiled a new TV and film division this week, aptly named XP, a reference to a video game colloquialism that means “experience points.” Leading XP is Kayleen Walters, head of Xbox-owned Mojang Studios. Maria Angelidou-Smith will take over as CEO of Minecraft and Mojang.
The news comes on the heels of Xbox’s most recent round of layoffs following the Activision Blizzard acquisition. Last month, more than 260 positions were cut from the Halo Studios division.
For Xbox, XP represents several monetization opportunities, according to the memo Xbox CEO Asha Sharma sent around to staff on Thursday. One of those opportunities is “formalizing” sponsorships and brand partnerships as a key investment area for Xbox moving forward.
It was no secret that Xbox has been cooking up plans for an ads biz for quite some time, despite the fact that gamers are notoriously averse to advertising. TV viewers, however, expect (and reluctantly tolerate) ads for the most part.
While it’s still unclear how Xbox would split advertising rev shares with content partners, what is more certain is the fact that advertising creates a high-margin revenue line. Brands will often pay a pretty penny to reach engaged users in TV environments.
For One And All
Meta is currently testing something that looks very different from its traditionally free, ad-supported model in the form of Meta One, a new global subscription bundle.
And now it’s in the early monetization phase of a strategy Meta has been executing for years – turning organic ecosystem privileges into a paid utility. Apparently, external traffic is no longer welcome unless you pay for the privilege.
For example, Meta is juicing additional revenue by requiring nonsubscribed business or professional pages to pay to include more than two external links in their posts. Press Gazette reports that news pages are exempt from the rule – although that opens a whole other can of worms in terms of deciding who’s a news publisher and who isn’t.
Recently, Meta started tightening the rule further by extending it to comment sections, which, until now, weren’t covered by the link restrictions. For pages that have exceeded the limit, the URLs they post are simply nonclickable text.
The rule has a few amusing exceptions, though: Pages can still include links in ads, Meta affiliate links and links to Meta’s own services, such as WhatsApp and Threads. Because of course, of course.
Hold On
Some holdcos don’t even want the title.
During her first investor call last year, WPP CEO Cindy Rose declared her new home “no longer a holding company.” Meanwhile, Bob Lord, president of Horizon Media Holdings, is an avowed holdco skeptic.
Regardless, agencies are intent on growing and adding services.
Midsize indie agencies, for instance, are merging their way into hybrid holdcos. Ad Age cites Wpromote’s deal for Giant Spoon and the recent acquisition of Colossus by Chemistry. Acadia buying Crush is another example.
But these indie mergers pale in comparison to dealmaking at the top of the market. Setting aside Omnicom-IPG, there’s the joint venture launched last year between Horizon Media and Havas (dubbed Horizon Global), and 2025 was the first full year that commerce agency Mars United was under the Publicis banner.
“It’s going to be harder for [indie agencies] to compete,” Mars CEO Rob Rivenburgh told AdExchanger at the time. He’d led Mars for 23 years before the deal, then stayed on at Publicis for roughly a year.
The pressure is coming from clients, too: Rivenburgh said fewer marketers are willing to include indie agencies in their roster of partners.
For indies, staying independent may mean getting bigger.
But Wait! There’s More!
Apple might have fixed The Trade Desk’s problem with Safari ads, but that doesn’t mean everything is going back to the status quo. [Adweek]
The freelance graphic designer who made the M logo for Meta’s Muse AI assistant is getting hate for her work – on Threads, ironically. [Wired]
Agencies are embracing agentic media, but clients are still worried about those agents going rogue. [Digiday]
Meta is testing a new video-first user experience for Facebook in India. [TechCrunch]
USA Today sues OpenAI for copyright infringement. [Reuters]
Cable has a regional sports network problem. [CFX]
You’re Hired!
Apple replaces its longtime M&A chief Adrian Perica with his lieutenant Steve Smith and promotes Carson Oliver to VP of the App Store. [Bloomberg]
Skydance announces a number of new hires and promotions, including Jay Askinasi as head of ad sales, David Decker as head of content sales and Ray Hopkins as head of distribution. [Variety]
Infra TV, the parent company of ad tech platform Tatari, names Teg Grenager as SVP of product. [release]
Smartly appoints Netflix vet Kelly Uphoff as CTO. [release]
McCann CEO Tyler Turnbull is set to take over as WPP Creative’s global CEO. [Ad Age]
来源:AdExchanger · adexchanger.com