In this week’s Week in Charts: the looming TikTok ban threatens SMEs, news content goes unmonetised, and kids content spending faces declines, along with the latest industry share price movements.
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Less Than 10 Percent of Channel 5 Viewing Comes From BVOD
Channel 5 is set to revamp its BVOD service this year, as parent company Paramount seeks to update the existing My5 service. Research from Enders Analysis, based on Barb data, shows that BVOD viewing currently makes up significantly less of Channel 5’s viewing compared to other UK commercial broadcasters.
UK Agencies Increased CTV and YouTube Investments in 2024
UK agencies increased their CTV and YouTube investments last year compared to 2023, according to a new survey from Pixability, a brand suitability and YouTube specialist. 69 percent of respondents said they increased their CTV investments, while 59 percent upped their YouTube spend. The research also suggests that linear TV investments were broadly flat in 2024.
Global Spending on Kids Content Faces Decline
Global spending on kids content is forecast to fall around 15 percent over the next five years, according to forecasts from Ampere Analysis. The data, shared with Kidscreen, suggests that kids content spending peaked in 2022, when broadcasters and streaming companies spent almost $82 billion on children’s commissions and acquisitions, but is forecast to fall to $74.7 billion this year, and $67.7 billion by 2029.
Instagram to Make Up Half Meta’s US Ad Revenues This Year
For the first time, Instagram will make up more than half of Meta’s US ad revenues this year, according to forecasts from Emarketer. The social media app has steadily grown its contribution to the tech giant’s ad revenues, from 44 percent of US sales in 2022, expected to reach 53 percent in 2026.
The Week in Stocks
Agencies
After launching on the Euronext Amsterdam stock exchange last month, Havas has overtaken US agency group Stagwell in terms of market cap.
TV
Netflix stock fell 5 percent over the Christmas period, despite the streaming service drawing an average 26.5 million US viewers for its Christmas Day NFL games.
Publishers
Future’s stock price rose this week but has fallen more than 10 percent over the past month.
Ad Tech
Magnite and Nexxen both saw gains last week after investment bank RBC Capital touted the ad tech firms to investors on Friday.
Tech
Nvidia’s share price rallied last week and has once again overtaken Microsoft in terms of market cap.
