In this week’s Week in Charts: Apple gets hit by trade tariffs, Roku advertisers shift to short-term deals, and ITV stock rises on takeover rumours.
To have Week in Charts delivered to your inbox, you can sign up to the newsletter here.
Quote of the Week
Number of the Week
Charts of the Week
VOD Services Take One-Quarter of UK TV Ad Spend
UK ad spend figures from the Advertising Association and WARC have expanded to include VOD services outside of broadcaster-owned apps, including Netflix, Disney+ and Prime Video, as well as free ad-supported streaming TV (FAST) channels. While linear TV spend continues to fall, ad spend on VOD has almost doubled since 2021, and now makes up more than one-quarter of total TV spend in the UK.
ITV Shares Climb Amid Ongoing Sale Rumours
ITV’s share price has risen amid various reports of bidders emerging to buy parts or all of the UK broadcaster, signalling investor support for a potential sale of ITV Studios. Last week, reports suggested that French TV company Banijay was planning a takeover offer, sending ITV’s stock price up 3 percent. However, industry analysts remain sceptical over the value of selling ITV Studios in a weak TV advertising market.
Digital Video Ad Spend Overtakes Linear TV in US
Digital video ad spend surpassed linear TV in the US last year, according to the IAB, rising from 29 percent of total video spend in 2020, to 51 percent in 2024. And digital video is expected to eat further into linear TV’s share of ad spend this year, forecast to account for 58 percent of total video spend in 2025.
Almost Three-Quarters of US TV Viewing Was Ad-Supported in Q1
US measurement giant Nielsen launched ‘The Ad Supported Gauge’ last week, a quarterly report tracking audiences across ad-supported TV environments. The inaugural report found that 72.4 percent of TV viewing in Q1 2025 went to ad-supported channels and streaming services, with streaming making up 42.4 percent of total ad-supported TV viewing.
The Week in Stocks
Agencies
WPP shares are up almost 4 percent after reporting its Q1 earnings, missing revenue expectations but maintaining its full-year outlook amid ongoing macroeconomic uncertainty.
TV
Roku’s stock price fell 11 percent following its Q1 earnings update, despite a 16 percent YoY revenue bump, due to weak outlook for the current quarter and full year.
Publishers
Reach’s share price dropped 6 percent after the UK publishing group posted revenue declines of 3.7 percent YoY during Q1 2025.
Ad Tech
Criteo’s stock price hit a 52-week low on Monday after falling almost 18 percent last week.
Tech
Shares in Apple declined 5 percent following the tech giant’s latest earnings update, in which CEO Tim Cook warned of rising costs caused by trade tariffs.
