The news: Spotify will bring high-fidelity, “lossless” audio to premium subscribers over the next two months across 50 markets, putting an end to years of speculation that it might gate the feature behind a more expensive subscription tier. Our take: Lossless audio certainly won’t be a detractor for Spotify and could help make it an even stickier service with low churn—something the company already excels at. While it is unlikely to drive subscriptions and doesn’t address the company’s advertising pains, it doesn’t hurt to add features that will keep users from cancelling or drifting to competitors.
TikTok shared new data to highlight the potential of its search ads for driving action. TikTok showed that activations with dedicated search campaigns led to 2 times higher purchase lift overall, while enterprise advertisers saw 2.2 times higher purchase lift and higher incremental return on ad spend (ROAS). TikTok’s success with search ads is promising, but advertisers ultimately need answers about the platform’s longevity in its core market. Questions about data security, content moderation, and political pressures are still casting a shadow.
What CMOs say they expect to gain from AI: Efficiency and cost savings top the list of perks the industry hopes to gain from the disruptive tech.
US ad revenues grew 10.3% in Q2, excluding political advertising, continuing a trend of steady gains in 2025 despite tariff headwinds, per Madison & Wall. Digital advertising overall grew 15.8% and represented about a 70% share of ad spending. Ad growth is maintaining momentum, but the slowdown from 2024 indicates that advertisers are already becoming more cautious as tariffs and a recession could lead to a demand shock that affects advertising strategies.
Advertisers are missing opportunities to capitalize on strong connected TV (CTV) engagement from diverse audiences, per LG Ad Solutions’ “The Inclusive Screen 2025” series. Targeting ads to diverse audiences stands to benefit brands by tapping into consumers who are likely to take action when they feel represented—but a tailored strategy over a one-size-fits-all approach is critical.
Google and commerce media company Criteo announced an onsite retail media integration on Tuesday, marking the first of its kind for Google and opening opportunities for brands across digital commerce. Criteo and Google’s integration provides clear direction for advertisers struggling to capitalize on retail media’s potential, offering a seamless ecosystem that will connect brands with customers likely to take action.
Netflix and Amazon Ads have struck a global partnership to bring Netflix’s ad inventory to Amazon’s demand-side platform (DSP) across 12 markets, including the US, UK, France, Japan, and Brazil. The move expands Netflix’s programmatic footprint as it aims to nearly double US ad revenues this year and approach $3 billion globally by 2027. For Amazon, adding Netflix strengthens its DSP’s position; the deal underscores a shift toward centralized TV planning, where Amazon’s DSP increasingly serves as the central gateway for connected TV advertising.
YouTube’s NFL Brazil broadcast was a massive success, breaking livestream records in the country with over 17.3 million average-minute-audience (AMA) members, including more than one million non-US viewers. YouTube’s record-breaking NFL success proves that, for advertisers, the marketing playbook is moving to platforms where reach, relevance, and results converge.
Threads, Patreon, and Substack escalate fight for writers: Platforms add features and perks to encourage creator loyalty.
Ahead of an impending US sale deadline, ByteDance-owned TikTok has announced significant growth in Europe, adding 5 million active users YoY and seeing over 200 million EU users monthly. Even as TikTok grows in the EU and other key markets, the platform faces an uphill battle to reassure advertisers amid persistent uncertainty over its US regulatory future.
Brands are testing the waters with AI-generated influencers as AI becomes a staple of advertising and everyday life. Telecommunications brand Vodafone is the latest to jump on the trend. Despite consumer hesitancy, AI is increasingly shaping the ad ecosystem, necessitating that advertisers take a balanced approach to leverage AI for its creative and operational potential without alienating consumers.
Ad tech company PubMatic filed a lawsuit Monday against Google for alleged anticompetitive and monopolistic actions in the digital advertising ecosystem. The lawsuit claimed Google took illegal actions that impacted PubMatic and harmed its ability to grow revenues. PubMatic’s lawsuit underscores that structural shifts in ad tech could eventually reshape how advertisers access and value Google’s search inventory and digital ad offerings.
Netflix has secured exclusive streaming rights in Japan for the 2026 World Baseball Classic, its first live sports play in the country. The deal covers all 47 games live and on-demand, expanding on Netflix’s MLB collaborations. Japan’s WBC viewership dwarfs US levels—the 2023 finale drew Super Bowl–level shares and over 30 million viewers for most Japan games. Netflix, already strong in regional SVOD revenue, faces tough youth competition from U-NEXT, d-anime, and Abema Premium. By betting on baseball, Netflix is testing whether national sports passion can drive subscriber growth, retention, and cultural relevance in one of its toughest markets.
Peacock is striking partnerships to grow its audience: The streamer is now available via Walmart+, adding millions of potential viewers ahead of a crucial year.
Linear TV ad spending will drop more than 11% in 2026, reaching $139.1 billion, per a World Advertising Research Center study cited by MediaPost. Linear has dropped 28% in absolute dollars in a 12-year period. The format’s share of global media has plummeted: Spending now accounts for 12.4% overall, compared with 41.3% in 2013. Ad spending shifting away from linear might align with consumers’ shift to digital, but linear’s potential to generate action remains stronger than CTV, which means brands need to use a diversified channel strategy.
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.
The NFL is challenging Nielsen’s ratings accuracy, with chief data and analytics officer Paul Ballew telling the Wall Street Journal the firm is “systematically undercounting” millions of viewers. Nielsen countered that its new “Big Data + Panel” product—combining set-top box data with digital signals from 45 million homes—makes this season the most accurate yet. The dispute highlights mounting pressure on Nielsen as streaming reshapes sports viewership. While rivals gain traction, Nielsen remains the dominant measurement firm, but slow integration of first-party data from streaming services leaves major partners like the NFL frustrated. The debate underscores urgency in modernizing TV ratings.
Warner Bros. Discovery has sued AI image generator Midjourney, alleging “mass theft” of copyrighted TV and film IP. The complaint highlights prompts producing near-identical images of characters like Bugs Bunny, Batman, Superman, and Scooby-Doo. Disney and NBCUniversal filed similar claims, arguing Midjourney diverts consumers from licensed products while profiting from subscriptions. Studios seek damages up to $150,000 per infringed work. The case raises critical questions over whether training AI on copyrighted content qualifies as “fair use.” With marketers already using AI image tools at scale, the lawsuit underscores mounting legal, financial, and reputational risks tied to unlicensed generative content.
Brands are finding growth in controversy. American Eagle added 700,000 new customers tied to its controversial Sydney Sweeney ad campaign and a Travis Kelce collaboration. The campaigns generated a combined 40 billion impressions, helping American Eagle bounce back from a difficult quarter. American Eagle’s strategy shows that controversy can reignite attention and that generating buzz can pay off. But smaller or inclusivity-minded brands must weigh the potential long-term cost of missteps.
As the connected TV (CTV) market matures, new ad formats are giving brands tools to capture attention in cluttered streaming environments. India’s Smart TV OS CloudTV launched a 3D ad unit on Thursday across its OS-powered devices, with the goal of providing a premium user experience and outperforming traditional ad formats in attention capture. CTV is a critical investment for advertisers looking to capitalize on the shift to digital, and 3D ad formats’ innovative ability to engage fragmented viewers will become increasingly important as the market expands.
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