蘑菇AV

Despite these efforts, livestream shopping hasn鈥檛 become big business in the US like it has in China. But the popularity of TikTok Shop, which is integrated with TikTok Live, has kept growth in consumer adoption of livestream shopping in the double digits. We expect that US livestream buyers will surpass 60 million by 2028.

Streaming is dominating US viewership, accounting for 43.8% of total viewing time, per Nielsen, and most of the time spent streaming is coming from YouTube and Netflix. Free ad-supported streaming television (FAST) channels are showing promise, with broadcasting media company MediaCo noting 18% YoY growth in its FAST viewer base. AI-powered tools are transforming marketing.

Brazil鈥檚 digital economy continues to thrive, driven by shifting advertising trends and increased social media usage. This report series explores key media consumption trends in Brazil in 2025.

The first game, 鈥淭he Six,鈥� turns passive ad breaks into bite-sized trivia experiences, and is now available to advertisers in the US and Canada. GameBreaks appears in the first ad slot of commercial breaks and allows for brand customization, from theming to question content.

Samsung TV Plus is forecast to grow steadily in the US, reaching 25.9 million viewers by 2029, but its share of the population is expected to plateau at just 7.5%. Outside the US, Samsung TV Plus continues to expand with programmatic support from Magnite in markets like Singapore, the Philippines, and Thailand. Our take: Addressability is the new battleground鈥攁nd Samsung wants in.

Peacock reduced losses, gained subscribers in Q1: The successes indicate that the streaming platform could become more enticing for advertisers.

Connected TV (CTV) will continue accounting for a growing share of US consumers鈥� media time. Nearly 20% of US adults鈥� media time will be spent on CTV in 2025, per our forecast. CTV鈥檚 share of ad spending, however, lags behind consumer engagement levels. Click here to view our full forecast for US time spent with CTV. GenAI continues disrupting search.

VideoAmp focuses on outcomes as CTV spend thrives: An exclusive 蘑菇AV interview demonstrates how the measurement challenger is elevating big data.

Looking ahead: Disney+ is projected to generate $4.12 billion in US subscription revenues in 2025, per our forecast. That鈥檚 up 8.6% from the prior year, while its ad-supported tier should bring in $1.27 billion鈥攎arking a 20.1% increase. Hulu's ad business, after contracting in 2023, is on track to reach $2.78 billion in 2025, up 4.3% YoY.

Roku delivered strong Q1 results and acquired Frndly TV: The deal boosts live content and supports subscription growth without overspending.

We anticipate Netflix鈥檚 US ad revenues will total $2.15 billion in 2025. Will tariffs change Netflix鈥檚 trajectory? Netflix is expected to be insulated from broader events, including tariff threats and resulting macroeconomic issues. Netflix鈥檚 price hikes have been widely accepted by the platform鈥檚 audience, and given current trends, it will likely remain unshaken.

Streaming grew in March, but tariffs could threaten the CTV ecosystem: Despite upward trends, the CTV ad market could become stagnant in the year ahead.

Click here to view our full forecasts for US programmatic direct nonsocial digital display ad spending and US real-time bidding (RTB) nonsocial ad spending. But PMPs have also gained share of programmatic budgets. In 2020, PMPs and the open exchange each accounted for about half of nonsocial RTB ad spending.

(We forecast US mobile game ad revenues will reach $7.96 billion by the end of this year.) By analyzing in-game behavior, the company offers advertisers precise user segmentation and targeting鈥攕omething that consumers increasingly see as less obtrusive. How does AppLovin compare with competitors like Google and Meta? AppLovin now commands a notable share of mobile ad spending.

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

The update introduces a My Netflix hub and real-time personalization tools, all aimed at helping users find something fast鈥攁nd not flee to YouTube.

Spotify鈥檚 play counts and YouTube鈥檚 two-person plan signal a fierce fight for viewers in the podcast space鈥檚 visual future.

Samsung Ads launches Creative Canvas to streamline interactive CTV ads: It aims to capture midmarket brands focused on speed and engagement.

Vizio boosts Walmart鈥檚 retail media edge: New beta program brings exclusive connected TV inventory under Walmart鈥檚 direct control.