- Cablevision (NYSE:CVC) has set an agreement to sell new addressable advertising products to ESPN and Disney (NYSE:DIS), they confirmed during ESPN's upfront today.
- The deal gives Disney access to first-party data from Cablevision's set-top boxes, nearly 7M of them in the New York market, which Disney will aggregate with its own 40M-user database.
- Cablevision announced its Total Audience Application product two weeks ago to offer census-level audience data, and that product's in testing phase.
- The company is pursuing additional revenue streams as video margins dwindle. "Our philosophy is that video is akin to the eggs and milk in a convenience store," CEO James Dolan said. "You have to have it, but you don't make money on it."