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The Garden Harvest: YouTube's Victory Lap

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Fernando Morett's avatar
Fernando Morett
May 22, 2026
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FRESH CLIPPINGS

YouTube’s Victory Lap

Streaming is now an advertising game. So it’s no surprise that at its Brandcast presentation in New York last week, YouTube announced that brands can now buy ads directly against specific shows on the platform. Alex Cooper, Trevor Noah, Kareem Rahma, and others are the first wave of programming where this is available.

That is exactly how traditional television advertising has always worked, and after years of “no ads,” effectively every streamer has an ad tier (the more things change…). You buy a slot against a specific show, in a specific context, in front of a specific audience. YouTube just built the same infrastructure, but then soon after did something many people might have missed at Google’s I/O conference.

Puck’s Julia Alexander broke down the analysis in a newsletter this week:

Three billion monthly active users globally. Nearly 245 million adults in the United States, roughly 91 percent of the country’s adult population. About 9.5 times the…

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