Netflix will officially acquire Warner Bros. Discovery’s (WBD) streaming and studio assets in an $82.7 billion deal, the company announced Friday morning. Netflix stated it has secured $59 billion in financing from a collection of banks to finalize the deal. This is a coup for Netflix. Acquiring Warner Bros. will provide exclusive control over intellectual property such as DC, Harry Potter, Lord of the Rings, and HBO Originals. Ted Sarandos agreed, framing the acquisition as a rare but necessary shift for Netflix to maintain its leadership.

Out-of-home (OOH) ad revenues reached an all-time Q3 high, according to the Out of Home Advertising Association of America (OAAA). OOH ad revenues grew 4.5% YoY in Q3, reaching $2.13 billion—the 18th consecutive quarter of growth reported by OAAA. Sustaining investment in OOH will remain critical because the format offers reach unmatched by other channels by leveraging high-traffic locations and providing unavoidable exposure.

The share of time spent with streaming continues to eat away at time spent with linear, per Samba’s Q4 2025 State of Streaming report. 60.7% of time spent with TV in August was with streaming platforms. Omnichannel strategies that incorporate both traditional and digital media will offer the best results in a highly fragmented market.

This is the second installment of our “UK Ad Spending Benchmarks” series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.​

Q3 was a record-breaking quarter for the three largest ad platforms, but heavy spending on AI is compressing margins and raising questions about how the technology will impact the future of digital advertising.

The Trade Desk posted another strong quarter, with revenue up 18% to $739 million and EBITDA margins above 40%, but CEO Jeff Green’s focus remains philosophical. On the Q3 call, Green said the company’s “AI-first” Kokai platform and new tools—Open Ads, Deal Desk, Audience Unlimited, and Trading Modes—position TTD as the infrastructure layer of an open, transparent internet. CTV now accounts for half of total revenue, with Disney and Hearst partnerships lifting publisher yields by 23%. Yet Green acknowledged the open web’s challenges, calling the vision “more aspirational than factual” as walled gardens tighten control.

Direct-to-consumer TV advertising doubled the collective sales of many of the largest pharma TV advertisers across the last three years, per a recent analysis by VAB. Big Pharma’s large TV ad budgets are still paying off despite the industry-wide shift towards digital. The VAB findings highlight TV’s ability to generate brand awareness that also fuels downstream digital engagement.

StackAdapt is overhauling programmatic out-of-home advertising with tools that let buyers see exactly where their ads will appear. The new platform experience includes real-world map views, screen previews, and venue-level pricing, solving one of OOH’s biggest pain points: visibility. VP of Inventory Development Gregory Joseph said the update responds directly to advertiser demand for proof of placement and transparency. As agencies push for unified reporting across CTV, mobile, and OOH, StackAdapt’s approach gives digital buyers the data and validation they expect. For advertisers, it marks a turning point—OOH can finally be planned, measured, and optimized alongside digital media.

Netflix is reportedly exploring an acquisition of Warner Bros. Discovery (WBD)’s studio and streaming operations—its boldest move yet to consolidate the streaming market. The deal would include HBO, Warner Bros. Pictures, and HBO Max but exclude cable properties. For Netflix, the acquisition would supercharge its ad-supported tier with premium, long-tail content, expanding both viewership and inventory. The potential combination of HBO’s prestige programming and Netflix’s data-driven ad platform could redefine connected TV advertising, pressuring rivals like Disney+ and Peacock. If successful, the merger would mark streaming’s biggest consolidation since Amazon’s MGM purchase—and a new era for premium video.

Samsung Ads and AdGood have launched a partnership enabling nonprofits to advertise on connected TV for the first time at scale. Samsung will donate ad inventory from its free streaming service, Samsung TV Plus, to AdGood’s nonprofit exchange, allowing mission-driven organizations to reach viewers across premium streaming environments. The initiative reflects a broader shift in the CTV ecosystem—where unused inventory and automation are being repurposed to advance social impact, equity, and accessibility in digital media.

Twilio’s new tools solve a major marketing bottleneck: unreliable customer data signals. Its update turns Twilio Segment into a real-time control tower by giving marketers and engineers a shared view of what’s working and what’s broken across the customer journey, per MarTech. Marketers don’t need more data—they need usable data. Twilio’s tools clean the pipes and light up dashboards, turning signal chaos into signal clarity while giving brands the confidence and autonomy to act without second-guessing. Brands that delay addressing unreliable signals risk falling behind as data blind spots widen and personalization breaks down.

YouTube now reaches 76.3% of Mexico’s internet users and has become the default screen in Mexican homes, per DataReportal. But the bigger story is how it’s being watched—mostly through connected TV (CTV). YouTube now sits at the center of Mexico’s CTV and cultural ecosystem. There’s an opportunity for marketers to capture attention by seeking out partner creators for sponsorships. Brands looking to connect should prioritize long-form CTV strategies that hold attention on the big screen, collaborate with local creators who understand community dynamics. and develop original, Spanish-language content that reflects local culture and values.

Premium media delivers measurable value: Ads that integrate smoothly into trusted environments boost purchase intent by 40% and trust by 85%.

YouTube creators are becoming media companies in their own right, argues Nic Paul, co-founder and president of Spotter. In an interview, Paul said top creators now operate like TV networks—producing serialized, appointment-style content that builds audience loyalty and predictable viewership. Spotter’s own data shows 78% of creator watch time now happens on connected TVs, blurring the line between streaming and social. For advertisers, that means treating creator content as premium media, not influencer collateral. “The click is gone,” Paul said. “It’s about engagement, completion, and fandom.” Brands that adapt fastest will win the next era of audience attention.

Video is now core to B2B marketing. This report shows how trust-building through creators, as well as increased AI use, are supporting video’s rise—and how to link performance to pipeline despite rising costs and resource gaps.

Kroger Precision Marketing (KPM) has introduced a new suite of off-site capabilities, aiming to help small- to mid-sized brands navigate the complexities of programmatic channels.

YouTube wants to be the home for both product discovery and ecommerce as it rolls out new shopping features across long-form videos and Shorts, per The Verge. Incoming additions include dynamic brand segments for swapping out sponsors, AI tagging of eligible products, and brand links in Shorts. YouTube is announcing new features—like shoppable masthead ads and text-to-video tools—at a breakneck pace, looking to capitalize on its growth across platforms. Brands should partner with both top creators and smaller influencers to boost discovery and purchases.

Connected TV (CTV) is nearing a third of overall TV ad spending as audiences shift attention to streaming platforms, per Madison and Wall. Linear TV still accounts for around two-thirds of overall US TV ad spending, but CTV increased its share by three percentage points YoY (excluding political ads). The path forward for advertisers depends on balance, not an either-or approach. Audience attention will continue shifting to CTV, making it a critical touchpoint—but with ad reach still low on streaming, linear will remain relevant.

The digital ad market is shifting fast. In court, Google admitted the “open web is already in rapid decline,” contradicting its public claims, as AI Overviews erode publisher traffic. The Trade Desk’s stock plunged 12% after Netflix’s Amazon DSP deal, with Morgan Stanley citing CTV headwinds and higher fees. Meanwhile, Reddit is positioning itself as a publisher ally, rolling out Reddit Pro to help offset traffic losses from search. Together, these moves underscore a fractured open web ecosystem: Google under pressure, The Trade Desk undercut by Amazon, and Reddit stepping up as publishers seek new discovery sources.