Regulators are diverging on Big Tech acquisition and opening opportunities for blockbuster mergers despite mounting antitrust concerns.
Total media ad spending in the US will pass the $350 billion mark this year, but growth is slow at just 3.8%, according to our forecast. “That is not great compared to almost anything in recent memory; however, there is a U-shape to this line,” our analyst Ethan Cramer-Flood said during our “US Digital Ad Spend Outlook” webinar. Connected TV and retail media will prove to be bright spots, but social media could be a challenge.
Netflix addresses criticisms, will cut $300 million in spending: Password sharing is getting delayed further as the company figures out a rollout.
NBCUniversal highlights Peacock at upfront: Media titan reflects the industry's digital tilt amidst picketing and leadership changes
Twitch moves to support streamers and foster audience growth: The platform introduces a new clip editor tool for easy creation of short clips.
This week’s upfronts may be judged in relation to recent NewFronts: Presentations highlighted advances in streaming, ad targeting, short-form video, and AI.
US connected TV (CTV) ad spend will continue to grow through 2027, when it will reach $40.90 billion, according to our forecast. Apart from a small bump next year, ad spend on TV (including broadcast and cable TV) will decline over the next few years. Still, TV’s share of total ad spend is larger than CTV’s, indicating it remains a key player in marketers’ ad strategies.
The Trade Desk thrived in Q1: Amid a programmatic slowdown, the company leans into CTV growth to continue its ascendancy.
Who’s using AR and VR headsets for healthcare? Ownership is still relatively low, but interest in health-related uses is high, especially for Gen Z and millennials.
Caught between FCC mandates and cheaper, Chinese-made network equipment, small carriers are left exposed as costs skyrocket and shortages delay replacement plans.
ByteDance takes aim at Amazon’s book sector prowess: Building on its engaging algorithm and #BookTok’s success, ByteDance’s new social media platform for bookish users might pull sales away from Amazon.
Mix Twitter and Tucker Carlson to create advertising poison: Carlson’s audience hasn’t made him appealing to advertisers, and he can’t reverse Twitter’s decline.
Fubo-iSpot partnership will enhance CTV ad measurement: Advertisers stand to make better-informed decisions with their ad budgets.
Price hikes helped Disney offset subscriber losses: Disney remained relatively still in its earnings report, but the year ahead will have major shifts.
Worldwide mobile AR revenues will more than double from $18.67 billion this year to $39.81 billion in 2027, per ARtillery Intelligence. These figures encompass revenues from both consumer and enterprise applications, such as productivity software, advertising/marketing applications, consumer spending on in-app purchases and premium apps, entertainment and games development, and retail/ecommerce enablement software.
This year’s upfronts have been unusual, with the haze of the Writers Guild of America strike and a decisive shift toward streaming. From YouTube’s mixed messages to Netflix’s ad-supported tier’s less-than-impressive beginning, here are five trends pinpointed by our analyst.
LinkedIn leads in news trustworthiness among social players: Platforms with lower info reliability scores could suffer from lower time spent, which affects ad revenues.
How long will the writers strike go on? Countless high-budget productions have stopped in their tracks, but the fight could go on for months.
Is Google reversing its tone with publishers? A $100 million deal with The New York Times is good news for the newspaper but doesn’t affect other publishers.
China is way ahead on the necessary guardrails to ensure adoption of the technology. Beijing hopes to lead global AI standardization.