In this week’s Week in Charts: OpenAI chairman warns of AI bubble, US streaming services shift to non-exclusivity, and IAS closes in on DoubleVerify.
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Facebook and YouTube Lead Social Media Use
Facebook remains the most-used social media service in Australia, Canada, the UK and the US, according to research from YouGov. The picture looks different in Germany and India where YouTube is the leading platform, with 89 percent of consumers in India using the Google-owned video service in the last month. TikTok usage also tends to be higher than that of X (formerly Twitter), with the exception of the UK and in India, where the short-form video app is banned.
US Streaming Services Shift to Non-Exclusivity
The share of film and TV titles exclusive to a single SVOD or AVOD service in the US has fallen from 73 percent to 61 percent over the last five years, according to research from Ampere Analysis. Over the same period, the proportion of titles available on three or more platforms has risen from 9 percent to 21 percent. “This higher degree of non-exclusivity within SVOD catalogues reflects the maturity of the US market,” said Rahul Patel, Principal Analyst at Ampere. “Platforms are established and now understand that subscriber retention is driven by new Originals and flagship franchises while the longer tail of their content portfolios is less central, allowing those titles to be made available elsewhere for additional revenue.”
IAS Stock Closes in on DoubleVerify
IAS’s market value is closing in on that of rival media verification business DoubleVerify, now with respective market caps of 1.85 billion and 1.70 billion. DV’s share price took a hit last month after the firm signalled ongoing tariff-related volatility at a Goldman Sachs tech conference, while IAS stock jumped after the company announced its acquisition by private equity firm Novacap.
Sports Fans Seek Start-of-Season Content on TV and YouTube
Sports fans turn to YouTube as well as TV for content at the start of a new season, according to WSC Sports, a sports tech firm. The survey found that almost half of fans use TV and YouTube, followed by Instagram (30.9 percent), Facebook (27.4 percent) and TikTok (23.4 percent). “Multi-platform is a must,” said the report. “To win attention at season kickoff, rights holders and creators need to straddle both legacy and emerging platforms. YouTubeʼs scale and TVʼs trust remain crucial, but social platforms like Instagram and TikTok are where fan engagement is growing fastest. A truly effective content strategy isnʼt either/or, itʼs all of the above.”
The Week in Stocks
Agencies
S4 Capital’s stock price jumped on Saturday after Monks Co-Founder Wesley ter Haar purchased shares in the company.
TV
Shares in Roku spiked on Wednesday after the smart TV and streaming company announced the launch of a new Philips Roku TV.
Publishers
News Corp’s share price dropped after climbing at the announcement signalling the end of Rupert Murdoch’s succession saga.
Ad Tech
Magnite stock took a double-digit drop ahead of its Q3 earnings next month, as the sell-side platform (SSP) reels from the antitrust ruling in the Google search case.
Tech
Meta shares slipped at the release of OpenAI’s video generation model Sora 2, signalling rising competition in the AI market.
