In this week’s Week in Charts, Magnite on the impact of The Trade Desk’s OpenPath, PubMatic leans into agentic campaigns, and Amazon overtakes DAZN in sports rights spend.
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Amazon Overtakes DAZN as Top Global Streaming Service in Sports Rights Spending
Amazon has overtaken DAZN as the streaming service with the highest annual spend on sports rights, according to Ampere Analysis, a title DAZN has held since 2018. This year also sees Paramount+ enter the top five streaming spenders, following its $1.1 billion-per-year UFC deal in the US. “Overall, global generalist streamers (specifically, Amazon Prime Video, Netflix, Paramount+, Disney+ and Apple TV) will account for 44 percent of total streaming spend on sports rights in 2026, up from 31 percent in 2025,” said Danni Moore, Senior Analyst at Ampere.
CTV Now Accounts for More Than Half of Streaming Video Ad Spend
CTV overtook online video as a share of total ad spend on streaming video last year, according to research from Keen, rising from 48 percent of spend in 2024, to 59 percent in 2025. The report, which analysed $42 billion worth of ad spend from over 400 brands, found that ROI has improved on CTV since 2023, “reflecting the move toward ad-supported apps like Netflix, Disney+, and Prime Video that offer targeting with TV-like reach.”
YouTube to Keep Outpacing Spotify in Video Podcast Viewers
While Spotify’s push into video podcasts will see its viewers reach 28.7 million by 2029, video podcast reach on YouTube is expected to accelerate to 64.2 million viewers over the same period, according to US forecasts from EMARKETER. “Although the video podcast market is likely to become more crowded, YouTube will still lead the category,” said the research outfit.
UK Audiences Uncomfortable with AI Scripts and Actors Finds YouGov
UK audiences are largely uncomfortable with AI-generated music videos (59 percent), TV scripts (66 percent) and actors (79 percent), according to research from YouGov, but more comfortable with AI being used for subtitles and content recommendations. “When it comes to specific uses of AI in video content, UK audiences draw a distinction between assistance and authorship,” said Kineree Shah, B2B Content Writer at YouGov.
The Week in Stocks
Agencies
Shares in Stagwell jumped after the US agency network launched reputation intelligence platform Harris QuestRQ.
TV
Paramount and Netflix both saw stock market gains on Thursday, after Paramount upped its offer for Warner Bros. Discovery (WBD) and Netflix walked away from the bidding war.
Publishers
Thomson Reuters’ share price rallied on Wednesday after the company announced that CoCounsel, its AI business assistant, has reached one million users.
Ad Tech
PubMatic led a rally across the board in our list of ad tech stocks in the current earnings round, with only The Trade Desk falling, due to weaker-than-expected guidance for the current quarter.
Tech
Nvidia’s stock price fell on Thursday despite strong earnings for the AI chipmaker, signalling concerns around the company pumping capital into expanding the AI ecosystem, rather than boosting shareholder returns.
