Ä¢¹½AV

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

The tie-up should help boost ´¡´Ú´Ú¾±°ù³¾â€™s growth: We forecast ´¡´Ú´Ú¾±°ù³¾â€™s US payment value will increase 12% YoY in 2026 to total $34.25 billion.

Steep discounts drove shoppers to spend on Cyber Monday: The Monday after Thanksgiving is poised to be the biggest online shopping day in US history.

With most of the US already watching, growth in overall OTT viewership has slowed to a crawl. But some platforms, formats, and service tiers are still booming, and digital pay TV is complicating the linear TV narrative.

96.3% of Gen Zers are digital video viewers, compared to 80.5% of the overall US population, per our May 2025 forecast.

It’s also keeping retailers and other companies from investing in US-based manufacturing, and driving many to pull their financial guidance. Our take: Tariff uncertainty is slowing US retail sales growth. Earlier this year, we revised our US retail sales growth forecast down to 1.5%, a marked cut from the 2.9% we projected before the first wave of tariffs.

US advertisers will spend 82% of their media budget on digital in 2025, and allocate 66% of that budget to mobile, per a March Ä¢¹½AV forecast.

Here’s what a TikTok-less America would look like for marketers, users, and creators, based on our latest forecasts.

We forecast US Amazon Music listeners to reach 57.6 million by 2028, an 8.5% increase from 2024. That’s just over half of Spotify’s US listener forecast of 111.6 million by 2028.

US advertisers will spend $25.9 billion on AI search ads in 2029—13.6% of all search ad spending, up from just 0.7% in 2025, according to Ä¢¹½AV's May forecast.

The number of social network users in the US will tick up 1.7% YoY this year, while adult users will see almost 2% growth. But time spent on social networks among adult users will peak this year, meaning the battle for engagement is on.

US financial media network ad spend will soar to $1.22 billion in 2026, nearly doubling from $640 million in 2025—a 66.8% compound annual growth rate (CAGR), per our May 2025 forecast.

Worldwide programmatic display ad spending will grow 14.6% in 2025. This report explains our programmatic forecasts for six countries to map global spending trends.

US retail ecommerce sales will reach $1.720 trillion by 2027, hitting a milestone of more than 20% of overall retail sales, according to our forecast.

If the Germany launch goes well, the company will likely bring the feature to other markets, including the US, to capitalize on growing demand for in-store mobile proximity payments: We forecast US mobile proximity payment transaction value will jump 17.5% YoY in 2026. This would create new and potentially fierce competition for Apple Pay.

Steep discounts drove shoppers to splurge on Black Friday: Consumers scooped up bargains across several categories, helping online sales jump 14.6% YoY the day after Thanksgiving.