In this week’s Week in Charts, LiveRamp on the strength of its CTV base, Adobe’s marketing push on AI, and Netflix’s UK ad tier growth.
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Charts of the Week
BBC News Absent From ChatGPT Answers
The Guardian, Sky News, the Telegraph and GB News are the UK news outlets most cited in ChatGPT answers, according to a study by the Institute for Public Policy Research (IPPR), with BBC News (the most widely read news source in the UK) never appearing in ChatGPT answers.
“The BBC’s choice to block AI companies from scraping its content, and threats of legal action when its content is used, may explain this, as some AI companies choose to respect the BBC’s directive,” said the report. “Nevertheless, this means the UK’s most trusted source is often absent from AI answers.”
Stranger Things Drives UK Ad Tier Growth for Netflix
The number of UK households on Netflix’s ad tier grew by 13.11 percent in Q4 2025 compared with the previous quarter, according to Barb’s Establishment Survey, driven by “the much-discussed finale of Stranger Things.” The Disney+ ad tier also grew by 13 percent, while Amazon Prime’s was largely flat compared with the prior quarter.
Trust in Advertising Rises Across All Channels
Since 2021, TV has overtaken radio as the most-trusted channel for advertising, according to research from UK think tank Credos. The study found that trust has increased across all channels over the five-year period, with trust in TV rising from 33 percent in 2021, to 46 percent in 2025. Influencers remain the least-trusted channel for advertising, but trust in influencers has risen to 25 percent of UK consumers.
CTV Viewers Appreciate ‘Live Restart’ and ‘Watch Next’ Features
CTV users in the UK value the convenience-enhancing features of internet-delivered TV, according to research from Oliver & Ohlbaum, especially the ability to watch a show from the beginning (77 percent), to continue watching where they left off (76 percent), and to instantly watch the next episode in a series (76 percent).
“In our workshops, audiences across the UK consistently told us they value the freedom that internet-delivered TV provides – particularly the ability to watch what they want, how and when they want,” said the report. “Features like ‘live restart’ and ‘watch next’, while no longer novel, have become integral to everyday viewing and were widely appreciated.”
The Week in Stocks
Agencies
For the second week in a row, agency stocks are down across the board, signalling the growing threat that AI poses to established data and advertising businesses.
TV
Comcast’s share price is withstanding a broader decline in media stocks off the back of better-than-expected results in its Q4 earnings.
Publishers
Thomson Reuters led a downturn in publisher stocks last week, despite reporting 5 percent YoY growth in revenues in its Q4 earnings update.
Ad Tech
All the ad tech stocks on our list fell for a second consecutive week, amid growing fears around AI tools disrupting business models.
Tech
Apple overtook Google in market cap last week, after beating Wall Street expectations in its latest earnings update. Meanwhile Amazon’s stock price tumbled 14 percent after forecasting $200 billion in capital expenditures for 2026.
