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Amazon鈥檚 $1.8 billion ad milestone solidifies a streaming leader: The launch of ads on Prime Video and Thursday Night Football are responsible for a meteoric rise.

In September 2024, Shopee launched a new partnership with YouTube, enabling users to purchase products directly on the video-on-demand platform. Bukalapak.com exited ecommerce to seek greener pastures. Facing fierce competition, the company announced plans in January 2025 to cease selling physical goods on its platform.

Our latest forecasts for CTV and digital video viewers in Canada show that audiences are now a match for linear TV and exceed it in some age groups.

Top-line time spent with media will grow very little in the US going forward, making it essential to identify which formats and platforms are winning the newly zero-sum competition for consumer attention.

CTV inventory has surged, but the linear TV ad market remains much larger.

This report presents five of the most intriguing and/or under-the-radar forecasts for 2025 that clients should be aware of, as compiled by our forecasting team.

Insights from IAB NewFronts: Streaming and AI innovation are transforming marketing鈥攂ut in a period of rapid change and economic unrest, adaptation is key.

FAST streaming is growing fast: The number of active channels has nearly doubled in several key markets, with the US showing the most growth, but user experience remains key.

New forecasts for US Amazon CTV ad revenues and ad-supported viewers for select streaming services.

Why CPMs are falling at Upfronts: Increased inventory and viewership is causing streamers to soften prices during the buying season.

YouTube is also adding "immersive previews," with automatically playing trailers similar to Netflix, aligning it more with traditional video-on-demand services. While videos are playing, the updated TV app will feature a more prominent subscribe button, as well as QR codes generated from links in video descriptions, in a bid to increase subscribers and engagement.

Streaming services are leaning more on advertising than they used to, resulting in increased overall ad spending but lower ad prices.

Roku delivered strong Q1 results and acquired Frndly TV: The deal boosts live content and supports subscription growth without overspending.

KERV鈥檚 video analysis can analyze both VOD and live content in actual real-time (within the curse delay) and adjust the ad placement for the very next pod, so if breaking news interrupts previously scheduled programming, KERV鈥檚 tech can swap advertisers ahead of the very next commercial break.

The connected TV ad opportunity is growing significantly in scope. The promise of broad yet targeted reach, retail media tie-ins, campaign measurement, and ad interactivity are fueling strong spending growth.

Vimeo Streaming empowers creators with subscription tools: The platform helps monetize video content through branded apps, AI tools, and flexible pricing.

YouTube nears top spot in media revenue: The video giant is expected to overtake Disney (excluding parks), leading the global media industry.

On today鈥檚 podcast episode, we discuss the next waves to hit the streaming world: which platform will emerge as the streaming hub, how will 鈥渃ontent tiers鈥� change viewer behavior and subscriptions, and can streaming maintain sizeable enough audiences for awards shows and Presidential debates? Tune in to the conversation with Director of Podcasts and host Marcus Johnson, our Senior Editor Daniel Konstantinovic, and Vice President Paul Verna. Listen everywhere and watch on YouTube and Spotify.

OTT digital video services are now popular everywhere, although fee-based sub OTT is not yet mainstream in every country. The outlook is positive for both free and paid OTT around the world, but growth will slow significantly.

YouTube tops TV rankings: Nielsen鈥檚 February data shows YouTube capturing 11.6% of TV viewing, overtaking Disney and redefining the streaming landscape.

Spotify鈥檚 play counts and YouTube鈥檚 two-person plan signal a fierce fight for viewers in the podcast space鈥檚 visual future.

AI鈥檚 role in Hollywood expands: The Russo brothers' new studio will explore AI-assisted filmmaking AI skepticism persists in the industry.