Digital video has taken over the living room the same way it once took over mobile screens. As ad-supported tiers surge and free services gain ground, pay TV is losing relevance—even as digital pay TV trends upward.

YouTube tops global media with $62 billion in revenues and over $40 billion in ads, putting it ahead of Disney and legacy TV combined.

News consolidation raises advertiser exposure risk, as a Paramount-controlled CNN and CBS might reduce independent national news options.

HBO Max and Paramount+ are planning to merge, pairing scale with ad focus to court marketers.

Streaming consolidation takes a surprise turn: Netflix’s deal exit hands WBD to Paramount, preserving a more diversified studio and ad model.

Paramount+ rose 17%, but TV ads fell 10% as cord-cutting eroded linear’s base.

Paramount's richer amended bid for WBD intensifies pressure on Netflix, adding political and planning risk to streaming’s future.

Netflix is reshaping CTV economics as sports, live events, podcasts, and a potential WBD acquisition push its ad tier toward 10% of spend, with $3 billion in sight this year.

The future of streaming is back in play, as WBD’s reopened talks with Paramount revive consolidation questions.

Paramount upped cash guarantees and fees in its WBD offer, betting richer terms can beat Netflix despite repeated board rejections.

Market power drives Senate scrutiny for good reason; a combined Netflix–HBO Max would concentrate premium CTV buying without expanding total market size.

On today’s podcast episode, we discuss the three big questions surrounding Netflix right now: What are Netflix’s advertising expectations? What will actually happen with Warner Bros. Discovery? And more. Join Senior Director of Podcasts and host Marcus Johnson, along with Senior Analyst Ross Benes. Listen everywhere, and watch on YouTube and Spotify.

Short-form, shoppable, and side-by-side features aim to narrow the gap between Paramount and Netflix, but Netflix remains the safer bet for advertisers.

A major streaming asset sale could reshape the CTV ad market. Bundling would concentrate demand and lift CPMs, while a no-deal would keep fragmentation high. Either way, platform fortunes will diverge.

Regulatory pressure and political alignment are now influencing programming stability, deal viability, and advertiser confidence one year into Trump's second presidency.

Netflix’s ad revenues hit $1.5 billion, with expectations to double in 2026 as its next phase will hinge on broadening inventory advertisers know how to buy.

Netflix’s all-cash WBD bid means a faster deal that would ease streaming uncertainty and help advertisers plan around Netflix’s ad tier.

The ad industry kept busy during the holiday season, so we rounded up the biggest stories from the last two weeks you need to know about.

Netflix’s 2026 ad plans revolve around WBD: The mega-merger would give the burgeoning ad business a major boost for years to come.

On today’s podcast episode, we discuss our “very specific but highly unlikely” predictions for 2026: what Amazon will do with the price of Prime; between OpenAI and Apple, who’s most likely to buy whom; and why a potential WBD acquisition by Netflix might not go through in 2026—if at all. Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Nate Elliott, and Vice Presidents of Content Suzy Davidkhanian and Paul Verna. Listen everywhere, and watch on YouTube and Spotify.