In this week’s Week in Charts: Paramount and Warner Bros. Discovery’s combined advertising power, Disney+ and Netflix’s ad tier growth in the UK, and Google’s rising market value.
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Quote of the Week
Number of the Week
Charts of the Week
Netflix and Disney+ Ad Tier Reach in UK Has Doubled Over Past Year
The reach of Disney+ and Netflix’s ad tiers in the UK has more than doubled over the past year, according to Barb’s latest Establishment Survey. In Q2 2025, 31 percent of Netflix homes were on the ad tier, reaching 18.7 percent of UK households. Meanwhile 28 percent of Disney+ homes were ad tier subscribers, totalling 7.1 percent of UK homes.
Almost Half US Adults Aged 35+ Still Start Viewing with Live TV
Google’s Market Cap Tops $3 Trillion for First Time
Google’s market cap topped $3 trillion for the first time on Monday, days after the US antitrust decision that allowed the search giant to keep the Chrome browser despite calls for its divestment. Google’s stock price has been knocked in recent months by fears the business could be broken up in various antitrust cases, both in the US and EU, but the landmark ruling appears to have sparked renewed confidence in the company’s ability to fight off major penalties.
Hybrid Working Improves Productivity Finds All In Survey
Two-thirds of the UK ad industry say their productivity has improved since their organisations switched to hybrid working, according to a Credos report based on the latest All In Census data. The report, ‘The Hybrid Era in Adland’, comes as many companies push return-to-office mandates on staff to supposedly improve productivity. “It is perhaps surprising, then, that ‘productivity’ is beaten only by worklife balance as the factor most positively impacted by hybrid work, according to All In respondents,” said the report.
The Week in Stocks
Agencies
S4 Capital’s stock price plummeted on Monday after the marketing and technology services firm posted double-digit declines in revenues and operating profit in its H1 2025 earnings.
TV
Shares in both Warner Bros. Discovery and Paramount shot up after reports emerged of a potential merger between the media companies, which would create the largest TV advertising business in the US (see Number of the Week above).
Publishers
Shares in UK publisher Reach fell again last week, and have lost one-third of their value over the past year.
Ad Tech
Ad tech stocks continue to decline in light of Google’s US antitrust ruling, spooking investors as to the strength of walled garden platforms. The Trade Desk was also hit by the announcement that Netflix inventory would be available through Amazon DSP.
Tech
While Google’s share price continues to climb (see chart above), Nvidia stock was lifted by tech giant Oracle’s latest earnings, which suggested spending on AI chips was in no danger of slowing down.
