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Linear TV keeps dropping: WARC expects linear TV ad spending to decline 6.3% in 2025, dropping below retail media for the first time, while Magna estimates global television ad revenues will fall 5% to $132 to $135 billion, as streaming continues to erode linear’s share. Why it matters: Marketers are clearly tilting toward measurable, performance-driven formats amid economic pressure.

While pitched for fun, Character AI’s animated model could pave the way for enterprise uses like customer service and AI-driven job interviews

As they grew up in an increasingly digital-first world, Gen Zers default to digital over traditional channels for entertainment, such as video streaming instead of linear TV. Gen Zers are harbingers of future generations’ digital habits.

US adults spend over 32.3 hours monthly on the Spotify app, compared with 3.5 hours on Amazon Music and less than an hour on Apple Music, according to a January 2025 Comscore study.

Tariffs remain a wildcard that could ding ad sales for Roku and streaming competitors, but Roku’s manufacturing and pricing agility could help mitigate the blow.

The total includes separately branded Twitch and Freevee streaming services. Disney also surpasses 10% when its separate brands—Hulu, ESPN, and Disney+—are combined. Hulu and Disney+ together will capture 10.8% of CTV ad sales in 2026. We do not have an estimate for ESPN ad revenues. OTT companies do earn ad dollars outside of CTV.

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

Google, Anthropic, and Microsoft unleash tools that automate, integrate, and generate—yet steep prices and security concerns could limit how fast businesses dive in.

The news: Snapchat and McDonald’s have launched a collaboration giving MyMcDonald’s Rewards members a chance to exchange points for a one-month Snapchat+ subscription. The offer marks the first time McDonald’s is offering a digital subscription service as a reward. The program is only available to new Snapchat+ subscribers. Our take: Snapchat’s decision to collaborate with McDonald’s shows its evolving strategy to bolster user monetization through premium subscriptions. Attracting new users to the platform and convincing them to become long-term paid subscribers could help alleviate this issue.

On today’s podcast episode, we discuss the battle between linear TV and CTV, one mobile device metric that is going down, and a surprising finding about which age group uses YouTube the most. Join Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, and Senior Director of Forecasting Oscar Orozco. Listen everywhere and watch on YouTube and Spotify.

B2B influencer marketing has become a key strategy for driving trust and engagement. Buyers turn to industry experts, micro-influencers, and thought leaders for credible insights. Marketers should use video and events to maximize reach as well as AI for efficiency and measurable ROI.

The news: WhatsApp will begin showing ads for the first time since Meta’s 2014 acquisition, starting with the Updates tab’s Status feature. Sponsored search placements and optional paid subscriptions will also be added to WhatsApp Channels. Ads won’t appear in encrypted chats or groups, and targeting will rely only on minimal metadata unless users opt in to link accounts. Our take: Meta is threading a careful line—monetizing WhatsApp while keeping privacy promises intact. With over 3 billion global users and deep consumer trust, the platform’s subtle shift into ads and subscriptions could deliver big returns if Meta avoids sparking user backlash over commercialization.

The news: News publishers are investing in social media presence that may not be creating meaningful referral traffic. Although publishers are working to meet audiences where they are—on social and video platforms—their content is being watched, not clicked, per Digiday. Our take: Despite social media not converting engagement into referral traffic, news publishers have little option but to remain—leaving social platforms means losing user attention. Publishers may need to boost their efforts in community-driven channels like Substack and podcasts to foster engagement and reader loyalty.

The news: At Cannes Lions 2025, Netflix announced it has added Yahoo’s DSP to its growing list of programmatic partners, joining Google, The Trade Desk, and Microsoft. The expansion boosts flexibility for advertisers targeting Netflix’s 94 million monthly ad-tier users across 12 countries, with new capabilities for first-party data and interest-based buying. Our take: With its Ads Suite now live globally, Netflix is done crawling—it’s competing directly with YouTube and social platforms for CTV budgets. As its per-user ad revenues rebound and its content ecosystem broadens, Netflix is evolving into a full-funnel marketing platform poised to reshape premium video monetization.

On today’s podcast episode, we discuss how anti-US sentiment, live tourism, and tariffs are all shaping people’s 2025 summer travel plans. Join Senior Director of Podcasts and host Marcus Johnson, Vice President of Research Jennifer Pearson and Analyst Rachel Wolff. Listen everywhere and watch on YouTube and Spotify.

On today’s podcast episode, we discuss the various definitions of artificial general intelligence (AGI) and try to come up with the best one we can. Then we look at how smart humans are compared to current AI models. Join Senior Director of Podcasts and host Marcus Johnson, and Analysts Jacob Bourne and Gadjo Sevilla. Listen everywhere and watch on YouTube and Spotify.

On today’s podcast episode, we discuss what area of people's lives artificial general intelligence (AGI) will change the most, the argument for AI developers asking permission from society to build these models, and when AGI might actually get here. Join Senior Director of Podcasts and host Marcus Johnson, and Analysts Jacob Bourne and Grace Harmon. Listen everywhere and watch on YouTube and Spotify.

On today’s podcast episode, we discuss how Americans’ feelings towards AI have changed this year, the gaps in concern between AI experts and the general public, and the best ways to get started with AI. Join Senior Director of Podcasts and host Marcus Johnson, Analyst Grace Harmon, and Senior Vice President of Media Content and Strategy Henry Powderly. Listen everywhere and watch on YouTube and Spotify.

On today’s podcast episode, we discuss how advertisers have gone from navigating uncertainty to navigating whiplash, and how they can prioritize and get the most out of ad measurement with a limited budget. Join Senior Director of Podcasts and host Marcus Johnson, Senior Analysts Evelyn Mitchell-Wolf and Max Willens, and the Director of Product Management at Cint Stephanie Gall. Listen everywhere and watch on YouTube and Spotify.

On today’s podcast episode, we discuss our ‘very specific, but highly unlikely’ predictions for 2025. What would happen if Google preemptively broke itself into smaller pieces, if online shopping flatlined, and if the audio ad space doubled in size in short order. Join Senior Director of Podcasts and host Marcus Johnson, Director of Reports Editing Rahul Chadha, and Senior Analysts Blake Droesch and Max Willens. Listen everywhere and watch on YouTube and Spotify.