Amazon 1P Data Drives 30M Installs, 900% Ad Spend Growth for Streaming Service
Industry: Direct-to-Consumer (DTC) Streaming Service
Client
Disney+
Goal
To create a data-driven digital advertising strategy for new customer acquisition, focusing on key customer segments and audiences with the highest propensity to install/register for the service.
Challenges
- Leveraging Amazon’s first-party data to demonstrate to Disney+ that Amazon is the right advertising partner.
- Limited historical data for modeling, making it difficult to identify relevant customer segments and audience profiles.
- Managing and tracking attribution across multiple advertising touchpoints to validate installs directly attributable to Amazon.
- Delivering the ambitious goal of 30M installs/registrations within three years without overspending or negatively impacting ROAS.
Solution
The team led by our Fractional Head of AI leveraged Amazon’s first-party data ecosystem as proxy signals — Prime Video viewing behavior, Fire TV streaming app usage (Netflix, Hulu, etc.), and cross-entity engagement (Amazon Music, Alexa, Echo) — to build audience propensity models. Using transfer learning and XGBoost, the team scored Amazon customers on Disney+ download likelihood. As real Disney+ data accumulated post-launch, models were retrained iteratively, progressively improving segmentation accuracy over time.
A unified attribution framework was implemented, integrating Amazon’s DSP with Disney+’s mobile measurement partner (MMP) to track installs across all touchpoints. Using data clean room technology, Amazon matched ad exposure data with Disney+ registration events, enabling accurate attribution without compromising user privacy. A multi-touch attribution model was applied to correctly weight each ad format’s contribution, giving Disney full visibility of Amazon’s direct impact on installs.
Bespoke audience segments were built using Amazon’s first-party data across Prime Video, Fire TV, Amazon Music and Alexa, creating a targeting capability no other advertising partner could replicate. These proprietary signals enabled precise reach of high-propensity Disney+ customers, demonstrating tangible targeting advantages over competitors. This unique data depth became the cornerstone of the partnership narrative, giving Disney measurable confidence in Amazon as the right partner.
With budget constraints limiting scale, the approach prioritized precision over volume. Using propensity models, spend was focused exclusively on highest-scoring audience segments, minimizing wasted impressions. A test-and-learn approach was deployed across Amazon’s advertising stack, initially concentrating on lower-funnel, high-intent formats (Sponsored Ads, Search) before scaling winning audiences via DSP. Continuous ROAS monitoring enabled rapid reallocation of budget toward best-performing placements
Impact:
The objective was to help Disney achieve 30M ad-attributed installs/downloads by Year 3 of launch; that target was met by the end of Year 2.
Disney+ advertising spend with Amazon grew from $5M in Year 1 to $50M in Year 3 — a 900% increase in ad spend overall.
Disney subsequently appointed Amazon to support initiatives across the wider The Walt Disney Company (TWDC).
Context
A direct-to-consumer streaming service sought a data-driven digital advertising strategy to acquire new customers at scale while maintaining strong return on ad spend (ROAS). The goal was to identify the customer segments and audience profiles most likely to install and register for the service, and to deliver 30 million ad-attributed installs within three years. The partner platform provided an extensive first‑party data ecosystem across content viewing, device usage and cross‑service engagement that could be leveraged to compensate for the lack of historical campaign data from the streaming client.
Challenges
The streaming service faced three core challenges: limited and sparse historical install and conversion data to train reliable acquisition models; the need to demonstrate measurable, privacy‑safe incrementality to convince the client that the partner platform was the right acquisition partner; and an ambitious install target that required maximizing efficiency under budget constraints so that scale did not erode ROAS. Additionally, the team needed an attribution approach that could validate installs directly attributable to the partner platform across multiple ad formats and touchpoints without exposing sensitive user-level data.
Implementation
With no historical customer-level conversion dataset from the streaming service, the team treated the partner platform’s first‑party signals as proxy labels and engineered a proprietary feature set from content consumption and device engagement. Signals included streaming viewing behavior on the platform’s video service, third‑party app usage on connected TV devices (competing streaming apps), and cross‑entity engagement such as music listening patterns, voice assistant interactions, and smart speaker usage. Transfer learning techniques were applied to map these proxy behaviors to the streaming service’s likely audience; XGBoost was used to build high‑precision propensity models that scored platform customers on download and registration likelihood. Our Fractional Head of AI led the modeling work and established an iterative training pipeline so that models were retrained as real client registration data accumulated post‑launch, progressively improving segmentation accuracy over time. A unified attribution framework integrated the partner platform’s demand‑side advertising stack with the streaming service’s mobile measurement partner (MMP). Using a privacy‑preserving data clean room, ad exposure logs were matched to registration events to enable accurate attribution without compromising user privacy. A multi‑touch attribution methodology was applied to correctly weight each ad format’s contribution and surface the end‑to‑end path to install. Given early budget limits, the activation strategy prioritized precision over sheer reach: highest‑scoring audience segments received the majority of spend, minimizing wasted impressions. The team adopted a test‑and‑learn approach across the advertising stack—initially concentrating on lower‑funnel, high‑intent formats (sponsored product placements and search) to validate creative and audience hypotheses, then scaling winners programmatically via the DSP. Continuous ROAS monitoring and rapid budget reallocation ensured spend followed performance as campaign learning matured.
Results
The data‑driven approach delivered well beyond expectations. The streaming service’s target of 30 million ad‑attributed installs within three years was met by the end of Year 2, driven by high‑precision audience targeting and ongoing model refinement. Advertising investment with the partner platform scaled from $5 million in Year 1 to $50 million by Year 3, representing a 900% increase in ad spend and demonstrating both confidence in the channel and the cost‑efficient acquisition capability. Attribution fidelity from the unified framework gave the client clear visibility into the partner platform’s direct contribution to installs, and the proprietary audience segments derived from first‑party signals created a competitive targeting advantage no other partner could match. As a result of the success, the streaming service expanded the relationship and appointed the partner to support acquisition initiatives across the wider entertainment company.
*Case studies reflect work undertaken by our Heads of AI either during their tenure with Head of AI or in prior roles before they were part of the Head of AI network; they are provided for illustrative purposes only and are based on conversations with our Heads of AI.