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The impact: Venu will combine the linear sports assets of Disney, Fox, and WBD, creating a titan of sports streaming that will put significant pressure on YouTube TV (the current home to NFL Sunday Ticket and the largest digital pay TV provider in the US). Venu鈥檚 $42.99 monthly launch price will put significant pressure on YouTube鈥檚 Sunday Ticket offering.

Comcast鈥檚 streaming ad platform aims for SMBs: Universal Ads will launch with partners like Roku and WBD as competition for SMBs increases.

The NFL Christmas Day games shattered streaming records: the Chiefs-Steelers matchup drew 24.1 million viewers, while the Ravens-Texans game attracted 24.3 million, making them the most-streamed NFL games in US history. The broadcasts drew the highest Christmas Day viewership among 18- to 34-year-olds since Nielsen began tracking in 2001, with 5.1 million US viewers in that demographic.

Fubo pioneers interactive TV ads: New formats aim to move commerce from second screens to big screens with seamless shopping experiences.

US programmatic video ad spend will grow $22.51 billion between 2023 and 2025, a 30.2% increase, according to our forecast.

US social video spend is still growing, reaching 45.2% of total digital video ad spend, or $48.89 billion, this year, per our March 2024 forecast. But that share growth is slowing, with rates increasing just 1% between 2024 and 2026.

YouTube TV had grown to over 8 million subscribers as of February, making it the fourth-largest US pay-TV service behind Charter, Comcast, and DirecTV. It is projected to surpass Comcast as the top US pay-TV provider by 2026. Our take: While the YouTube TV price increase might test subscriber loyalty, YouTube's broader living room strategy appears hard to beat.

Comcast is leading this industry shift, announcing plans to separate its cable networks into 鈥淪pinCo,鈥� a new public company that will house major networks like USA Network, CNBC, and MSNBC, while NBCUniversal retains the Peacock streamer. Disney is also restructuring, merging its TV studios, cutting 300 corporate jobs, and laying off 75 employees at ABC News and its local stations.

Netflix will near $1 billion in US ad revenues this year. Netflix鈥檚 ad revenues are growing quickly from a small base. In 2024, just its second full year offering ads, Netflix will make nearly $1 billion from them in the US. In May, Netflix will host its first in-person upfront.

The US, China, and UK are expected to remain the largest markets for ad revenue growth in 2025. US political advertising reached $15.1 billion in 2024, up 30% from 2020. The Asia-Pacific region, particularly China, leads retail media growth, with India expected to see retail media surpass search advertising revenues by 2025. Channel shifts:.

Video ad spend is much higher in the US than anywhere else. Video ad spend in the US will hit $108.15 billion this year, up 20.8% over 2023, per our March 2024 forecast. That puts the US around four times ahead of China, the next biggest video ad spender. In the US, video will make up 35.7% of total digital ad spend, while in China it鈥檚 18.7%.

FreeWheel debuts contextual marketplace: New tech enables privacy-friendly, precise ad targeting for streaming TV by analyzing video content in real time.

Our take: US digital video ad spending will grow 20.8% this year to $108.15 billion; while expansion will slow over the next few years, it will reach $176.67 billion by 2028, per our forecast. Commerce video is poised to play a notable role as brands increasingly turn to this format to capitalize on the rapid shift toward digital shopping.