Walmart/Vibe is not a CTV consolidation story

June 30, 2026

Last week, Walmart announced that it has agreed to acquire Vibe.co, a CTV-specialized DSP, for a reported $1.4BN. From The WSJ's coverage (emphasis mine): On Tuesday Walmart announced it would buy Vibe.co, a company that enables advertising through connected televisions, particularly focused on small and medium-size advertisers that often have smaller budgets and less access […]

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