蘑菇AV

Disney鈥檚 ad-supported automated inventory goes global: The move unlocks new opportunities for advertisers to capitalize on Disney鈥檚 massive reach.

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

YouTube TV is poised to claim a 10% share of the $85 billion US pay TV market by the end of 2026; our own forecast has the service making just shy of $10 billion this year in the US. Per MediaPost, YouTube generates $0.18 per streaming hour in US ad revenues, behind Pluto TV but ahead of Tubi and The Roku Channel. Why it matters: Our data reinforces the bullish outlook.

These deals aren鈥檛 just PR鈥攖hey鈥檙e lifelines for companies under pressure to commercialize AI fast, with Nvidia providing the hardware and software edge to do it.

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.

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

This deal would place Fubo as 鈥渢he sixth largest player in the pay TV space by subscribers,鈥� per Fubo CEO David Gandler. The deal has faced some backlash, with US Senator Elizabeth Warren arguing that it could lead to higher prices and less market competition while giving Disney a lead as the second-largest digital pay TV provider.

Target teams up with Disney on a new bedding collection: The expansion of its Pillowfort private-label line should help drive sales and brand loyalty.

Disney-WBD streaming bundle sees strong retention: 80% of subscribers stay after three months, outperforming Netflix in that regard.

The Disney-Fubo deal could signal a shift toward further market consolidation in the already concentrated streaming and pay TV sectors. Disney expanding its control could reduce competition in a space where rivals are already struggling to maintain their footing.

First-party data is becoming essential: As third-party cookies disappear, brands like The New York Times, Disney, and McDonald鈥檚 are leveraging direct consumer relationships to improve ad targeting and measurement.

Digital live sports viewers have surpassed traditional pay TV live sports viewers in the US, per 蘑菇AV forecast. This trend will continue next year, when 114.1 million people will watch sports via digital while 82.0 million will watch via TV.