In 2024, traditional TV accounted for less than half of US total video subscription revenues for the first time. Its share of video subscription revenues will slip to about one-third by the end of our forecast in 2028.

With party games, GTA, and AI-powered development, Netflix is diversifying. But inconsistent strategy and low TV gaming interest could make this a tough sell.

Netflix’s ad business reaches maturity: The company is launching its own ad tech stack ahead of Upfronts.

Amid economic uncertainty and trade concerns from abroad, Canada’s digital ecosystem is expected to remain strong, fueled by innovation from publishers, advertisers, and retailers.

This year, streaming services will finally earn more than traditional TV in subscription revenues.

Many notable data points emerged from this busy week, including Google's search usage, resounding global trust in influencer recommendations, and most Americans don't know they're using AI-enabled products (even though 99% recently have).

Amazon scores a win with “Beast Games”: The reality series from controversial YouTuber MrBeast attracted 50 million viewers.

Netflix, Disney, and Amazon lead relief efforts for wildfire victims: Corporate and celebrity donations underscore the intersection of disaster response and cause marketing.

Social fuels streaming: Netflix invests in BookTok sensation “Twisted Love” as TikTok reshapes publishing and adaptation strategies.

This report presents five of the most intriguing and/or under-the-radar forecasts for 2025 that clients should be aware of, as compiled by our forecasting team.

The net neutrality reversal makes deep pockets more important than relevance, threatening SMBs and reshaping the battle for online visibility.

2025 is a crucial year for Netflix’s future: The streaming leader’s first sports rights deal begins in days, teeing up future opportunities.

Mobile-first gaming leads the charge into 2025: Smartphones and portable consoles are reshaping gaming as enhanced hardware makes premium mobile games a competitive force.

Netflix's NFL debut sets records: Despite technical hiccups, Christmas Day games drew over 24 million viewers each, boosting the platform’s sports ambitions.

Digital sports viewership surpasses TV: Fragmentation challenges consumers, while younger audiences drive demand for highlights and streaming innovation.

Amazon’s ad launch will define streaming for years to come: In less than a year, Prime Video became a top dog in streaming advertising.

After a slew of technical failures during November's Mike Tyson vs. Jake Paul boxing match live stream, advertisers are more aware than ever of what can go wrong during a popular event. And with Netflix's "NFL Christmas Gameday" just around the corner, which will feature Beyoncé performing during the Ravens vs. Texans halftime show, brands can strategize to make the most of a potential broadcast outage.

Connected TV is no longer a niche ad channel—it’s the new normal. With streaming platforms adding ad-supported tiers and Amazon flooding the market with inventory, CPMs are dropping while ad opportunities expand.

By Q2 2025, Netflix and Max will be the only streaming services to have average CPMs higher than $30, per our September 2024 forecast.

The connected TV ad opportunity is growing significantly in scope. The promise of broad yet targeted reach, retail media tie-ins, campaign measurement, and ad interactivity are fueling strong spending growth.