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Though growth rates are slowing, the company's US podcast ad revenues are expected to rise from $204.6 million in 2023 to $426.5 million in 2027. Spotify and YouTube are racing to dominate video podcasting, each rolling out new tools to attract users and advertisers. Netflix is moving into video podcasts to rival YouTube, offering long-form creators more exposure and income potential.

New data reinforces this shift: 41% of US retail media/brand professionals say retail media鈥檚 top use is reaching high-intent audiences. But a third of respondents also cite lookalike audience building, suppression list targeting, and remarketing鈥攑roof that brands are viewing these platforms as tools for segmentation, not just conversions. Why it matters:.

US subscribers will also have the ability to attend Disney movie premieres like the upcoming 鈥淔reakier Friday鈥� and enter contests for a Disney cruise. Users can also receive discounts and free trials with partners like Duolingo and DoorDash. The perks program will be rolled out to international audiences later this year.

What do brands need to know about the next wave of digital growth?

Fubo debuts biddable pause ads: The move is the first time a CTV platform has offered biddable pause ads, but will require rapid scaling to remain effective.

Ultimately, the goal is to get users familiar with the idea of purchasing products from their TVs: 鈥淵ou can imagine a world where you are sitting down with your family to watch a movie on your Vizio TV, and we鈥檙e able to then allow you to buy pizza,鈥� Seth Dallaire, chief growth officer of Walmart US, said in an interview at Cannes Lions.

Prime Video offers show-level ad reporting: The move positions it as a testing ground for streaming鈥檚 evolution, where transparency matters as much as viewer data.

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The news: Instagram and TikTok are working on plans to develop connected TV (CTV) apps to mimic the success of YouTube鈥檚 big-screen push, per The Information. Our take: Advertisers may be hesitant to spend on placements before user adoption is proven. TikTok and Meta should prepare for initial losses and, to ensure a robust content pipeline for TV, introduce new simple editing tools or financial incentives to help creators optimize vertical posts for the horizontal big screen.

The news: Dick鈥檚 Sporting Goods鈥� retail media arm, Dick鈥檚 Media, is partnering with Roku to bring its shopper data to connected TV, per Adweek. Our take: Dick鈥檚 sees retail media as a long-term growth engine, and its partnership with Roku should enhance its ability to compete with larger players by combining rich loyalty data with precise streaming insights. While Dick鈥檚 Media already offered brands a robust mix of in-store and digital ad opportunities, the expanded Roku partnership enables more targeted, measurable, and high-impact campaigns鈥攅specially as connected TV becomes a core pillar in the modern advertising mix.

The DOJ also found that Google monopolized the US ad market and is pushing Google to sell AdX and DoubleClick for Publishers, claiming it illegally monopolized ad tech and harmed publishers by bundling services. Why it matters: By tying Amazon鈥檚 practices to Google鈥檚 DOJ case, The Trade Desk is actively trying to reframe the regulatory conversation around digital advertising.

The news: Linear ad impressions declined 4.25% YoY in Q1, falling from about 92% of impressions in early 2023 to around 86% in March 2025, per iSpot鈥檚 Q1 TV Ad Transparency Report. But despite the decline, linear ad spend grew 4% in Q1, reaching $12.34 billion鈥攊ndicating that while audience preferences are shifting, advertiser interest in linear remains steady. Our take: The most effective ad strategies will strike a balance between sustaining investment in linear to capitalize on its scale and reliability, and steadily increasing investment in streaming to align with evolving viewer behavior and future-proof campaign performance.

At Cannes Lions 2025, commerce media partnerships once again reigned supreme. Once the domain of digital shelf tactics and retail data, commerce media is now reshaping how brands show up across social platforms, connected TV (CTV), and in-store displays. This year鈥檚 festival offered a glimpse into a more integrated, AI-driven future鈥攐ne where conversational ads, programmatic pipes, and real-world touchpoints blur the lines between media and purchase.

The news: YouTube Shorts now average 200 billion daily views, a 186% increase from 70 billion in 2024. The platform also sees 1 billion daily TV watch hours, leading Nielsen鈥檚 streaming rankings with 12.5% of total TV viewership, surpassing Netflix, Disney+, and Prime Video. Our take: As audiences increasingly favor quick, viral videos, marketers have the opportunity to explore partnering with rising creators and scaling campaigns across mobile and CTV to maximize reach and impact.

Even with higher spending on original content, Apple TV+ is still expected to grow by only 5.6 million US viewers between 2025 and 2029. Converting theatrical victories into enduring streaming loyalty is the next challenge.

The news: As the 2025 economy tightens under the pressure of tariffs, AI disruption, and shifting global trade policy, brands are embracing adaptability. Retail growth forecasts have been slashed, inflation-wary consumers are scaling back, and even luxury sentiment is weakening. Our take: Resilient brands are leaning into agile planning, reallocating media spend to ROI-focused channels like search and digital out-of-home, and anchoring value in trust and quality鈥攏ot just price. As emotional volatility shapes consumer decisions, marketers who show relevance and reassurance will lead. The brands that win won鈥檛 wait for stability鈥攖hey鈥檒l build strategies that succeed amid constant change.

The news: Streaming watch time outpaced cable and broadcast combined for the first time ever. Streaming accounted for 44.8% of TV viewing in May, per Nielsen, compared with broadcast鈥檚 20.1% and cable鈥檚 24.1%.Our take: With TV viewership increasingly fragmented, advertisers that abandon cable and broadband entirely could leave many consumers behind. Brands should use a hybrid placement model that makes selective investments in linear TV while using streaming to reach younger cord-cutters, helping to retain flexibility as user habits fluctuate.

International daily active users grew 41% YoY鈥攄ouble the US rate鈥攁nd Reddit鈥檚 $78.5 million in non-US revenues represented an 82% annual gain. Reddit now supports developing communities in 13 languages.

Smaller markets played a role in lower viewership, with Oklahoma City and Indianapolis ranking 47th and 25th among US TV markets. But market size isn鈥檛 the whole story鈥攜oung viewers favor highlight-driven, mobile formats over live TV. Altman Solon found 18鈥�24-year-olds watch 2.7 hours of sports highlights weekly, more than viewers 35 and older who prefer full broadcasts (see chart).