In this week’s Week in Charts: LiveRamp casts a wide net for AI partnerships, blunt brand safety tools demonetise Super Bowl content, and Criteo stock jumps at retail media growth.
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Charts of the Week
Retail Media Offsets Performance Declines for Criteo
Criteo saw its total 2024 revenues drop 1 percent YoY, according to the French ad tech firm. But while the company’s performance media revenues fell in every quarter, the retail media business saw consistently strong growth. Criteo’s share price climbed 17 percent at the results.
Streaming Services to Overtake Commercial Broadcasters in Global Content Spend
Global content spend by streaming companies is set to overtake spending by commercial broadcasters this year, according to forecasts from Ampere Analysis. While broadcasters’ contribution to total content spend has been in decline in the last five years, spending by streaming services has increased, and is expected to reach $95 billion in 2025.
Publicis Claims “Largest Advertising Group” in Revenues (For Now)
Publicis ended 2024 as the world’s “largest advertising group”, according to the French holding company’s full-year earnings. Publicis revenues overtook those of US agency group Omnicom in 2022 and has grown the gap in the last two years. However, Omnicom’s upcoming merger with Interpublic Group is projected to knock Publicis from the top spot.
Amazon Accounts for 37 Percent of SVOD Movie Library in US
Amazon Prime Video grew its film catalogue by 71.7 percent in 2024, according to Parrot Analytics, ending 2024 with 37.3 percent of the total SVOD movie library in the US. The content expansion ate into all the other major streaming services’ share, apart from NBCU’s Peacock, which grew its film library by 17.8 percent.
The Week in Stocks
Agencies
IPG shares are down ahead of the agency group’s Q4 results tomorrow, when the company is expected to deliver a year-on-year decline.
TV
Disney’s stock price fell in light of news that the company will take a $50 million hit from scrapping Venu Sports, its sports streaming joint venture with Warner Bros. Discovery and Fox.
Publishers
Shares in The New York Times dropped 10 percent amid weak forecasts for the current quarter.
Ad Tech
Ad tech stocks have performed strongly so far during the current earnings round, with Criteo’s retail media growth spurring a 17 percent rise.
Tech
Nvidia stock rallied on Monday, pushing the chip maker’s market cap above $3 trillion after its $600 billion decline last month.
