蘑菇AV

Samsung GameBreaks turns ads into games: A new CTV ad unit lifts brand recall by 53% and signals a shift toward high-engagement, opt-in formats.

Podcast ad revenues surpassed $2 billion in 2024: As revenues maintain consistent growth, advertisers must tap in to meet audiences where they鈥檙e at.

Amazon expands Prime Video鈥檚 sports portfolio with NBA deal: The addition will boost its live sports offering and create new opportunities for advertisers to run cross-league campaigns.

Connected TV (CTV) has emerged as the fastest-growing ad channel tracked by 蘑菇AV. Its ad spend outpaced other digital ads, search, social media, and retail media in 2024.

Apple Q2 revenues grow 5% YoY, but Services are slightly below expectations: Despite revenue gains, tariffs and an antitrust case could cause the tides to turn.

Studio and linear remain a dark cloud for WBD and Paramount: Revenues were down YoY for both companies, but streaming remains a beacon of hope.

Broadcasters already have multiple partnerships with retailers for CTV campaigns, with rich first-party data helping drive video-on-demand ad revenues. It鈥檚 still a minority share of overall broadcaster revenues but is growing quickly. Retail media鈥檚 rise is helping Amazon muscle in on the duopoly. The Google-Meta duopoly has been losing share for a few years.

Disney鈥檚 鈥渃ontent everywhere鈥� strategy, broken down: The company is working to maintain advertising dominance by capitalizing on live events.

9% of Amazon shoppers plan to participate in retailer boycott: The spending blackout is unlikely to stick as Amazon鈥檚 convenience makes it indispensable to shoppers.

Amid economic uncertainty and trade concerns from abroad, Canada鈥檚 digital ecosystem is expected to remain strong, fueled by innovation from publishers, advertisers, and retailers.

Amazon鈥檚 earnings follow a familiar pattern: The retailer expects solid sales growth as investments in convenience resonate with shoppers, but profits will be pressured as tariffs take their toll.

Netflix鈥檚 ad business reaches maturity: The company is launching its own ad tech stack ahead of Upfronts.

The traditional TV bundle will further decay as more live sports embrace streaming.

Trump鈥檚 鈥淟iberation Day鈥� tariffs landed harder than expected. Uncertainty remains, given the pause on reciprocal tariffs for countries willing to negotiate with the US鈥攁long with an escalating trade war with China. Which markets will take the greatest hits? And how might our US forecasts change?

In 2024, traditional TV accounted for less than half of US total video subscription revenues for the first time. Its share of video subscription revenues will slip to about one-third by the end of our forecast in 2028.

Gen Zers are on a path to take the lead on most platforms, while millennials remain a stable digital population and other generations pick up new habits.

The new TV looks like YouTube: Forget old-school programming鈥擸ouTube鈥檚 Shorts, podcasts, and second-screen features are reshaping television into an interactive, on-demand experience powered by creators.

The OTT platform鈥檚 premium content releases, including 鈥淭he Knockout,鈥� 鈥淒estined,鈥� and 鈥淢ysterious Lotus Casebook,鈥� have been well received and helped attract new viewers to the Baidu-affiliated video-on-demand service. Content delays have hurt Tencent Video. We forecast viewers of the service to decrease by 1.0% in 2023.

Netflix and Amazon Prime Video are the biggest video-on-demand (VOD) platforms in the UK in terms of user numbers. However, the BBC鈥檚 iPlayer service is adding users at a much faster rate, and it鈥檒l be about a million users behind Prime Video by 2027. ITV鈥檚 on-demand service continues to thrive following its relaunch late last year.

Latin America鈥檚 digital economy will undergo significant changes in 2025 as retail innovation and regulatory changes redefine business dynamics for global and local players alike.

On today's podcast episode, we discuss what the verdict is on Netflix's sports streaming experimentation and how small and mid-sized advertisers are spending more on CTV ads. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Senior Analyst Ross Benes and Vice President Paul Verna. Listen everywhere and watch on YouTube and Spotify.