蘑菇AV

Netflix reported 4.9 million global live views and 2.6 million US households tuning in, making it the most-watched Monday Night Raw broadcast in five years, per VideoAmp. Why it matters: Netflix is betting big on wrestling and its mainstream appeal. Negative perception is a hurdle.

Programmatic鈥檚 share of the US display ad market continues to inch upward, despite ongoing disruption from privacy changes. This deck will:. Contextualize programmatic ad spending growth. Explore major challenges shaping programmatic budget allocations. Examine the position of retail media in the programmatic ecosystem.

Ethan, you put together the report for us. The two other gents we have on the call worked on the numbers behind the scenes, but could you set the table for us? What top line is time spent with media looking like this year? Ethan Cramer-Flood (03:35):. Absolutely. Yeah, so this is US time spent with media 2025 hot off the presses.

Don鈥檛 count Roku out: The CTV provider hit 90 million US households, cementing its leadership even as the sector undergoes major consolidation.

Spotify never rolled out its Premium Mini option in the US. The mobile-only plan with ad-free music and limited offline listening didn鈥檛 get a wide release perhaps to avoid losing higher-paying subscribers.

Modelo鈥檚 college basketball ad spend grows 48%: The investment highlights the lucrative opportunity of advertising during live sporting events.

蘑菇AV 1 in 10 US digital ad dollars will go to CTV this year, a total of $33.35 billion, per our forecasts. Of that, 15.0% will come from retail media, up from 11.9% last year. And that figure will rise in years to come. Retail media CTV ad spend is growing about three times faster than retail media search is.

Oscars viewership falls 7% but improves across younger demographics: The ratings decline doesn鈥檛 necessarily mean that live events are a lost cause.

Netflix and YouTube are siphoning subscription revenues from pay TV鈥檚 losses. By the end of 2025, more than half of US video subscription revenues will go to streaming services.

Catering to captive audiences: YouTube is capitalizing on smart TVs and streaming devices surpassing mobile as its dominant US viewing platform to leverage larger screens and high-speed internet connections. TV viewers skew older than smartphone viewers and spend longer sessions on content. YouTube is challenging Prime Video鈥檚 aggregation model, which added Apple TV+ in 2023.

Hulu鈥檚 technical breakdown at the Oscars sparks backlash: Subscribers missed key moments as the stream crashed early, exposing the platform鈥檚 struggles with high-profile live events.

The average US adult will spend more than 8 hours per day on digital media this year, with about half of that time spent on mobile devices and more than a quarter on CTV.鈥�

The Trade Desk and publishers push for a more efficient open internet: Media leaders see programmatic as a way to unlock ad opportunities while reducing reliance on walled gardens and improving supply chain transparency.

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. The proposed merger comes after Fubo sued Disney, Fox, and Warner Bros. Discovery over plans for a sports-streaming service called Venu, which were eventually abandoned.

US CTV advertising will grow 15.8% this year to $33.35 billion, per our forecast, rising to $46.89 billion by 2028. That makes it one of the fastest-growing sectors in digital advertising; we expect the number of billion-dollar CTV ad businesses in the US to rise from two in 2020 to nine by 2026.

WBD grows streaming profits as TV revenues decline: It added 6.4 million Max subscribers, but TV ad declines and cord-cutting continue.

We expect the service to generate over $600 million in US ad revenues this year (see chart). Paramount+ revenues grew 16% in Q4 and 33% for the full year, cementing its role as Paramount鈥檚 most promising business. The service added 5.6 million new subscribers in Q4, reaching 77.5 million total, marking its strongest growth in two years.

Average CTV usage in the US is projected to nearly double from 1 hour and 22 minutes (1:22) in 2020 to 2:37 in 2026, per our forecast. By 2026, it's estimated that 69.9% of the US population will be CTV users. Advertisers are responding to these trends, with 61% planning to increase their CTV ad spend, according to an April 2024 Advertiser Perceptions and Premion study. 3.

Streaming services are shifting from subscriber growth to retention, as churn rates in the US have nearly tripled to 5.5% over the past four years. With costs rising and subscriber growth slowing, reducing cancellations has become a top priority. Consumers are responding to cost savings.The Disney-WBD bundle delivers a clear financial incentive, making it an attractive long-term streaming option.

The ecommerce giant鈥檚 launch of ads on Prime Video instantly gave it the largest audience for an ad-supported subscription video service in the US.