The news: Connected TV (CTV) is overtaking linear as television’s growth engine. Once the undisputed king, linear TV has fallen to just 12% of global ad spending, while CTV is on pace to exceed 40% by 2030, per WARC Media’s Global Ad Trends report. CTV already accounts for nearly half of viewing hours, fueling billions in ad revenues for Netflix, Amazon, and YouTube. The shift signals not just changing audiences but also a fundamental rewiring of how ads are bought, measured, and monetized. Our take: CTV is moving from experimentation to expectation. With US spending expected to balloon in the next few years, the question isn’t if brands should shift budgets—it’s how fast. CMOs who lean into retail integration and creative innovation while demanding accountability will set the pace in a US CTV market projected to reach $51 billion by 2029. Those who wait risk losing share as CTV matures into advertising’s most measurable channel.
NFL RedZone will bring ads to the current NFL season, stepping away from its commercial-free roots for the first time. Ads will initially only account for 1 minute of RedZone’s seven hours of content but could expand to 2 minutes during the season, per AP News. With attention shifting to digital live sports and RedZone’s availability on ESPN’s new DTC streaming service, advertisers have the opportunity to tap into broad audiences in a format that is likely to be more tolerable to viewers than traditional TV ads.
NBCUniversal has sold out all advertising inventory for Super Bowl 60 months earlier than expected, marking record demand for football advertising. Digital sales tied to the game are up 20% YoY as brands invest across NBC, Peacock, and Telemundo. Prices held at $7–8 million per 30-second spot, aligning with Fox’s 2024 benchmark. NBCU’s 2026 slate—which also includes the Winter Olympics, NBA All-Star, and FIFA World Cup—positions the company to capture significant share of sports ad budgets. With ROI on Super Bowl ads nearly doubling since 2020 and consumer enthusiasm rising, NBCU’s cross-platform dominance highlights live sports’ unmatched ad pull.
Some 35% of US retail advertiser spending on Meta in Q2 2025 went to Advantage+ shopping campaigns, up from just 19% two years ago, per a July Tinuiti report.
Despite brands increasing influencer marketing spending, creators are struggling to grow their content business and earn more from sponsorship deals, per Digiday. And while holiday season typically provides a boom, 70% of creators expect traditional sponsored posts to account for under a quarter of their holiday content as focus shifts to performance-driven efforts, according to Collective Voice. Influencer marketing continues its growth trajectory, and the future of the sector relies on how creators adapt to the rise of third-party inventory solutions that divert brand spend away from traditional sponsorships.
A federal court stopped short of ordering Google to divest Chrome, instead requiring it to end exclusive search contracts and share some index data with competitors. Judge Amit Mehta’s ruling allows Google to keep paying Apple for default placement but bans exclusivity that kept rivals sidelined. Alphabet shares rose 8% after hours, while Apple gained 4%. Google faces six years of oversight but avoids a structural breakup sought by the DOJ. The bigger challenge looms outside the courtroom: AI tools, Reddit, and TikTok are increasingly siphoning queries, while Google’s top-result clickthrough rates continue to slide.
AI search engine Perplexity is facing potential ad business struggles with the departure of its head of advertising Taz Patel. The departure comes as Perplexity eyes new avenues for growth and is faced with legal pressures, per Adweek. Patel’s departure signals a deeper issue with AI search ad monetization, reflecting advertiser hesitation to spend without proven formats, measurement, and ROI, even as AI adoption grows.
LinkedIn is urging B2B marketers to embrace unscripted, authentic video after seeing strong engagement growth on the platform. CMO Jessica Jensen told EMARKETER that “real humans talking like real humans” resonates far more than polished assets, encouraging executives to share candid updates and even humor in their posts. The push reflects broader demand: 52% of US B2B marketers used video in 2024, while Millennials and Gen Z—now 71% of B2B buyers—expect casual, social-style content in professional settings. With B2B video ad spend rising nearly 18% this year, LinkedIn is well positioned to capture that momentum.
The Atlanta Journal-Constitution will publish its final print edition on December 31, 2025, before becoming a digital-only outlet on January 1, 2026. Publisher Andrew Morse said the move will allow resources to flow into newsletters, podcasts, video, and a new mobile app. The 157-year-old paper has already posted double-digit digital subscription growth and expanded statewide reach. The shift mirrors broader industry trends: nearly half of US adults never read print newspapers, while digital ad spend continues to climb. AJC’s farewell to print underscores the inevitable math: audiences and advertisers are digital, and adaptation is survival.
On today’s podcast episode, we discuss the biggest discrepancy by device with regards to where we spend our time versus how many ad dollars are aimed there, why social players want to take a page from YouTube’s CTV playbook, and why sub OTT’s unusual path to advertising has created major misalignments. Join Senior Director of Podcasts and host, Marcus Johnson, Principal Forecasting Writer, Ethan Cramer-Flood, and Senior Analyst, Minda Smiley. Listen everywhere and watch on YouTube and Spotify.
Amazon closed its second annual Upfronts with “significant growth” across independent agencies and holding companies, per Adweek. An Amazon spokesperson cited excitement surrounding live sports offerings on Prime Video as a key driver of growth. Amazon is positioned for sustained ad growth if it continues relying on its sports properties to draw advertiser interest in Prime Video. With Prime Video only making up a fraction of Amazon’s overall ad revenues, the service is far from hitting its ceiling—and future investment in tentpole sporting events will put Prime Video on par with its bigger competitors.
Google is enhancing its retail ad offerings with loyalty-driven personalization tools aimed at retention. New features include personalized pricing and shipping perks for loyalty members, a “loyalty mode” in Google Ads’ retention goal to optimize for high-lifetime-value customers, and personalized annotations in Performance Max campaigns. Sephora, an early adopter, reported a 20% lift in click-through rates from loyalty-focused annotations. The launch comes as loyalty ranks high on shoppers’ holiday priorities and as CMOs lean on loyalty programs to bolster first-party data. With Amazon pulling away from Google, the updates position Ads as a retention engine in the retail fight.
The news: YouTube TV may drop Fox News, Fox Sports, and Fox Broadcast Network this week if Google and Fox Corporation don’t agree on renewal terms. A blackout removing seven Fox channels could ding YouTube TV’s engagement—especially during live sports and election season, when Fox’s properties pull massive audiences, per CNBC. Our take: Fox Sports specifically drives real-time viewership. Losing it weakens YouTube TV’s live-programming value proposition. For streaming platforms like YouTube TV, it’s a warning—content gatekeepers are no longer willing to share access without premium payouts. YouTube can negotiate partial or sports-only rights to minimize disruption, but the cost will likely be passed on to subscribers. If Fox goes dark on YouTube TV, advertisers must reallocate spend or risk diminished ad performance.
The news: Legacy news is facing mounting threats after President Trump suggested on Truth Social that ABC and NBC could have their broadcast licenses revoked. Accusing the networks of serving as “AN ARM OF THE DEMOCRAT PARTY,” the news follows a string of scrutiny against public broadcasting from the current administration—and has implications for the advertisers that rely on these channels. Our take: As news channels face more scrutiny, advertisers are being forced to reconsider where they spend—but political volatility still needs to be weighed against long-term loyalty among key demographics.
TikTok’s 2024 revenues in the UK, Europe, and Latin America surged 38% to $6.3 billion, more than doubling 2022 levels, per filings cited by Forbes. The growth underscores TikTok’s strength outside the US, where a divest-or-ban standoff continues. Yet regulatory scrutiny in Europe looms large, with over $1 billion reserved for fines, ongoing probes across multiple countries, and potential penalties under the EU’s Digital Services Act. TikTok’s UK penetration tops 32%, with ad revenues projected to triple by 2027. Still, layoffs in trust and safety roles and a pivot to AI moderation could test regulators and user trust.
Streaming accounts for almost half (45.3%) of total US time spent with ad-supported TV, according to a July report from Nielsen.
On today’s podcast episode, we discuss our ‘very specific, but highly unlikely’ predictions for the future of digital in 2026 and beyond. Why browsers will become the new AI battleground, what does it mean if agentic AI doesn’t take over shopping, and can GenAI actually lead to more of the jobs it can easily destroy? Join Senior Director of Podcasts and host, Marcus Johnson, Senior Director of Briefings, Jeremy Goldman, Principal Analyst, Sara Marzano, and Vice President of Content, Paul Verna. Listen everywhere and watch on YouTube and Spotify.
The news: NFL ads are more effective than anything on linear—but ads during streaming-exclusive games outperformed in the 2024-25 season. Streaming ads were 66% more effective than the cable and broadcast average during the most recent NFL season, per data from EDO. Our take: With streaming platforms capturing engaged audiences for tentpole sports like the NFL, advertisers can leverage CTV not just for reach, but for its superior ability to drive measurable action through precision targeting and interactive formats that linear doesn’t offer.
Acxiom, IPG Mediabrands, and IRIS.TV have partnered to launch Acxiom Contextual CTV, a privacy-safe targeting tool powered by IRIS_ID. The solution analyzes content context—genre, subject, tone—without using personal identifiers, addressing rising privacy concerns as cookies disappear. Already present in 17–40% of US bidstream inventory, IRIS.TV enables more accurate targeting, while early pilots show higher video completion rates and stronger brand lift. Publishers benefit too, with CPMs rising as much as 25%. With CTV ad sales projected to hit $46.9 billion by 2028, this approach could set a new industry standard for performance, compliance, and contextual relevance.