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Amazon challenges TV giants: Prime Monday upfront slot showcases NBA rights, aiming for $750 million in ad revenues from streaming sports

Insurers鈥� share of ad spend is shrinking. They鈥檒l stay the industry鈥檚 top spender, but insurers are considering how to use their ad dollars more efficiently, like through multichannel creator partnerships. Banks should adapt their ad spend strategies by sticking with what they know. After suffering a sharp pullback in 2022, US banking digital ad spend will jump more than 11% in 2024 and 2025.

In our first edition of the Global Digital Index, created in partnership with the RLC Global Forum, we explore retail and ecommerce in the Gulf States of the Middle East.

As linear TV ad spending continues to dwindle, connected TV (CTV) is more than filling the void. The net result is healthy growth when we look at the combined TV and CTV market. Key Question: How are TV and CTV ad spending performing, and what do those trends mean for ad buyers and sellers? Key Stat: Combined spending on TV and CTV will grow by over $12 billion between 2023 and 2027.

Why are these commerce media networks underrepresented in ad spending? Though they have massive user bases, these companies鈥� ad offerings are somewhat pigeonholed by the nature of their services. Uber and DoorDash don鈥檛 always appeal to endemic retail advertisers, because their primary revenue streams aren鈥檛 linked directly to retail ecommerce.

CTV will rank No. 2 for ad spending growth. Retail media is the only breakout we forecast that we expect to outperform CTV in ad spending growth. CTV will outperform other digital advertising categories (e.g., formats, devices, channels). Retail media and CTV are increasingly overlapping. CTV鈥檚 ad spending growth is, in part, a result of retail media鈥檚 strength.

Mavely campaigns deliver three to five times the return on ad spend across various marketing channels. Why it matters: The creator economy is driving significant M&A activity as the industry shifts toward measurable, creator-led growth. Major deals reflect this momentum:.

As Latin America鈥檚 digital revolution marches on, advertisers and retailers must keep pace with how and where consumers are spending their time鈥攁nd money鈥攊f they wish to maintain a competitive edge in today鈥檚 rapidly evolving business environment.

CTV display ad spending will reach $33.35 billion in 2025, with 98.4% of those dollars going to video ads. Total CTV ad spending will see solid double-digit annual growth rates through our forecast period to reach $46.89 billion in 2028.

For these consumers, Prime鈥檚 shipping and ecommerce benefits are more important than its streaming services. To increase usage of its streaming services and grow its ad revenues, Amazon is investing in improving Prime Video鈥檚 content. Amazon鈥檚 2022 acquisition of MGM expanded its video library. It has partnered with popular creators like MrBeast to create new shows.

Amazon strengthened its grip on ecommerce in 2024: The retailer warded off growing competition from Temu and Walmart by improving delivery speeds, offering deals, and enhancing Prime benefits.

The situation: A perfect storm of consumer pullbacks, rising prices from new tariffs, and the suspension of the de minimis tax exemption will drag US ecommerce sales growth this year to its weakest pace since the Great Recession in 2009. We expect US online sales to grow just 5.0% this year in our moderate tariff scenario, which reflects the current policy landscape. That鈥檚 a 3-percentage-point drop from last year. Looking ahead: We expect ecommerce growth to experience a modest rebound to 5.3% growth in 2026. But more headwinds are on the horizon. The tax-and-spending package known as the 鈥淥ne Big Beautiful Bill鈥� will close the de minimis loophole that lets most packages under $800 enter duty-free from countries outside China and Hong Kong. While that will eliminate the possibility of some workarounds, it could also reshape the economics of cross-border ecommerce鈥攁nd place even more strain on platforms, suppliers, and price-sensitive consumers alike.

With about 5,200 Walmart and Sam鈥檚 Club locations in the US, Walmart can offer in-store ad inventory that meets shoppers where they make purchases. We expect US in-store retail media ad spending to reach $360 million this year and $1 billion by 2028. Walmart鈥檚 retail media success is evident in its quarterly results. Advertising now accounts for approximately one-third of Walmart鈥檚 overall income.

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Brick-and-mortar will be retail media鈥檚 next frontier as in-person shopping returns and the pandemic fades. Retailers like Walmex and Cencosud are turning their physical stores into media assets, allowing brands to place ads on digital screens, shopping carts, and even in parking lots.

The trend: In the wake of the US closing the de minimis loophole, several large Chinese ecommerce and logistics firms have been investing in European warehouses to offset US losses, per Bloomberg. Our take: The days of rapid growth for Chinese ecommerce companies may be over. Europe might soften the blow from US losses, but it is unlikely to replace them鈥攅specially given the weak economic outlooks in France and Germany.