In this week’s Week in Charts: Disney shareholders seek answers in Kimmel row, Roku shares pop on Amazon deal, and Big Tech ‘triopoly’ takes lion’s share of new ad dollars.
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Roku’s Market Value Has Gained 40 Percent in Six Months
Roku’s market value has climbed more than 40 percent over the past six months, signalling confidence in the streaming platform owner’s CTV ads business and US footprint. Shares in the company jumped in June after Roku announced a partnership with Amazon Ads, making its inventory available through Amazon DSP.
Big Tech Triopoly to Take Two-Thirds of New Ad Dollars This Year
Alphabet, Amazon and Meta will take almost two-thirds of incremental ad spend in 2025, according to forecasts from WARC Media. In terms of media channels, social media is projected to take 41 percent of new ad dollars this year, while non-retail search and retail media each account for around one-fifth of growth.
Amazon Prime Video Gains Ground in Nielsen’s August Ratings
Disney+ and Hulu’s share of US TV viewing dropped slightly in August 2025 compared to the same month last year, according to Nielsen’s latest The Gauge report, while YouTube and Amazon Prime Video’s shares both rose by more than 20 percent YoY. Nielsen said Amazon’s gains were driven by “two originals with distinctly different audiences: the Bosch spinoff, Ballard, attracted viewers over 50 and garnered 2.5 billion minutes viewed, and new episodes of The Summer I Turned Pretty resonated with the 12-24 year-old demographic and totaled 1.5 billion minutes.”
Forty-Two Percent of US Netflix Subs on Ads Tier
Forty-two percent of US Netflix subscribers are on the Standard With Ads tier, according to Hub Entertainment Research’s latest TV Churn Tracker, up from 26 percent in June 2024. The research also found that the ad tier subscribers skew slightly older, have lower incomes, and are more likely to be pay-TV cord-cutters. “With their lower-income profile, many seem to be treating the ad-supported tier as a substitute for costlier multichannel services,” said the report.
The Week in Stocks
Agencies
Shares in S4 Capital recovered this week after their sharp decline following the firm’s disappointing H1 results.
TV
MFE’s stock price dipped on Wednesday after the European media group posted flat revenue growth for H1 2025.
Publishers
Future’s stock price dropped 7 percent last week, and has fallen more than 10 percent over the past month.
Ad Tech
IAS’s stock price surged 20 percent after the media measurement and verification business announced its acquisition by private equity firm Novacap.
Tech
Google’s market cap has dipped below $3 trillion as the tech giant faces an ongoing antitrust trial over its ad tech monopoly.
