Media effectiveness platform DoubleVerify rolled out streaming TV products on Thursday designed to improve transparency and advertising quality in connected TV (CTV). DV’s new tools offer hope to marketers who are relying on CTV more amid shifting viewing habits but who struggle with placement and measurement.
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.
Podcast advertising is maturing into an attractive and reliable channel for repeat advertisers and strategic testing. US podcast ad spending in Q3 grew 26% YoY, per Magellan AI’s Q3 Podcast Advertising Benchmark Report. Ad loads have held steady at around 8% for five straight quarters, reflecting balance between monetization and user experience. CMOs should capitalize on podcasts’ potential for high recall and context-rich storytelling. Start by finding the best shows and hosts for placements and adapting marketing materials from social or print to fit audio channels.
Spotify’s Q3 2025 results show a company redefining success around efficiency and engagement rather than scale. Revenue rose to $4.62 billion, with 713 million monthly active users and 281 million premium subscribers, up 12% YoY. Gross margin reached 31.6% as AI integration, subscription pricing, and product diversification drove profitability. The company’s upcoming leadership transition—Daniel Ek to executive chairman, Gustav Söderström and Alex Norström to co-CEOs—signals continuity through maturity. While ad sales grew just 7%, Spotify’s dominance in user time and audio engagement positions it as the anchor of digital audio. The next chapter: sustainable margins, smarter growth, and steady leadership.
Netflix and iHeartMedia are discussing a deal that would allow the popular streaming platform to license iHeartMedia’s video podcasts, shortly after Netflix inked a similar deal with Spotify, per Bloomberg. An expanded video podcast portfolio will unlock new opportunities for marketers if Netflix chooses to sell ad space on podcast content.
Nintendo reported blockbuster financial performance for its most recent quarterly earnings, with revenues surging over 90% YoY and profits rising more than 270%, per CNBC. This growth is largely driven by the successful launch of its Switch 2 flagship console, which debuted in June. As gaming consumption shifts to handheld and hybrid devices, brands should explore partnerships and placements that align with Nintendo’s highly curated experiences rather than disrupt it. Because Switch 2 and its games are ad-free, brands can engage players through co-branded campaigns, limited-edition content, and cross-platform tie-ins on Twitch, Discord, YouTube, and social media.
Consolidation in the streaming industry is leading connected TV (CTV) budgets to become more concentrated, per our latest US TV and CTV Ad Spending Forecasts. Key changes on the horizon: Mergers on the horizon, as well as companies concentrating their streaming options, could change who holds power in the TV industry. CMOs should prepare for a CTV landscape dominated by fewer, data-rich platforms. That means deepening direct partnerships with leading streaming providers to gain priority access to premium inventory, and investing in AI-driven analytics to enhance creative testing and budget optimization inside walled gardens.
On today’s podcast episode, we discuss the big 3 questions surrounding Netflix in Q3 and beyond: expectations for its ad business, the impact of Netflix House, a new deal with Spotify, or something else? Join Senior Director of Podcasts and host, Marcus Johnson, Senior Analyst, Ross Benes, and Senior Editor of Briefings, Daniel Konstantinovic. Listen everywhere and watch on YouTube and Spotify.
Disney channels, including ESPN and ABC, have officially been removed from leading pay TV platform YouTube TV after Disney and Google failed to resolve a distribution dispute. Even as YouTube TV gives subscribers access to a large number of non-Disney channels, its ad effectiveness could be harmed without as broad of a sports portfolio—necessitating cautious investment.
OpenAI signed a seven-year, $38 billion cloud compute deal with Amazon Web Services (AWS), its first partnership with the cloud market leader. The development effectively ended the startup’s exclusive reliance on Microsoft, its primary backer, per CNBC. OpenAI will use existing AWS data centers, and Amazon will build dedicated infrastructure for OpenAI as part of the ChatGPT maker’s expansion. While hyperscalers like AWS, Microsoft, and Google race to secure workloads, costs for training and inference are expected to decline. For brands, this means reduced outage risks and increased options for deploying AI-driven creative, analytics, and automation systems at scale.
NBCUniversal’s Peacock reduced losses to $217 million in Q3 compared with $436 million in 2024, but struggled to boost revenues and attract new subscribers—raising questions about the platform’s advertising value. Peacock shows potential for the future as it works to build its portfolio and partnerships beyond live sports—but stagnant subscriber growth for two quarters means brands should remain cautious.
Fraudulent streaming is siphoning royalties from human artists, complicating ad targeting for marketers, and leading consumers to listen to AI-generated music without their knowledge. Fraudulent genAI content can degrade users’ streaming experience and make it harder for advertisers to accurately plan campaigns since they may not know what user data is legitimate, Inna Vasilyeva said. With data quality and trust serving as major elements of campaign deployment and optimization, brands must demand transparency from streaming platforms and prioritize verified ad inventory.
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.
Ad-supported and free ad-supported streaming TV (FAST) are surging in popularity—what started as low-cost, complementary streaming options are becoming primary destinations for discovery. Total US hours spent watching FAST services reached 1.8 billion in August, per Comscore’s 2025 State of Streaming report, up 43% YoY. Advertisers should view FAST and ad-supported streaming options as a crucial part of the CTV media mix, tapping into rising demand for budget viewing options and the services’ wealth of user engagement data for campaign optimization.
Sell-side company Magnite announced a private marketplace in collaboration with ITN on Thursday that will enable programmatic access to local linear TV, representing a new milestone in linear. The private marketplace represents a new opportunity in linear that helps reignite its relevance for brands. Automation helps modernize linear programmatic advertising, delivering the same efficiency capabilities that are standard in digital.
Most video game players treasure the end of the year, both to splurge on their favorite hobby and to spend more time in-game.
YouTube is reorganizing staff within its product teams, which won’t directly involve eliminating any roles, per Business Insider. Starting November 5, those teams will fall into three categories with distinct priorities. At the same time, the company implemented a “voluntary exit program” with severance offers for US employees. YouTube’s now-separate product segments could open up new pathways for TV ads and influencer marketing, and brands should watch for how these siloed divisions could change campaign development and ad placement, and whether outreach with YouTube will become more complicated.
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.
Hulu + Live TV and Fubo have struck a deal that will see the streaming platforms merge into a live TV streaming business after initially announcing an acquisition in January. Brands will benefit from access to growing subscribers and vast sports audiences that increasingly embrace digital, as the platforms combine scale with innovative ad formats.