In this week’s Week in Charts, Publicis generates $10 billion in new client billings, sport gains share of content spend, and Viaplay stock pops on reports of going private.
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Quote of the Week
Number of the Week
Charts of the Week
Principal Media Comprises Over 25 Percent of Media Budgets for 22 Percent of its Users
Twenty-two percent of US marketers who use principal media allocate more than 25 percent of their media budgets towards the inventory, according to the Association of National Advertisers (ANA). Compared with last year, ANA found a shift in the lower range, with one-third of advertisers who use it now spending 5-10 percent of their media budgets on principal media.
Sports Rights Investment to Make up 26 Percent of Content Spend in 2027
Spending on sports rights will make up 26 percent of content spend by major media companies in 2027, according to forecasts from Altman Solon, rising from 20 percent in 2019. “Global media groups are leveraging sports rights to accelerate streaming growth and internationalise their DTC footprint, while pure-play streamers are moving beyond on-demand to live content, aligned with the shift to hybrid SVOD/AVOD models,” the researchers said in the report.
Viaplay Shares Climb 50 Percent in Last Three Months
Shares in Viaplay jumped six percent last Tuesday, after reports emerged that Canal+ and PPF were considering bringing the Nordic streaming business into private ownership. Viaplay’s stock price has climbed 50 percent over the last three months, as the company continues to rebuild after almost collapsing in 2023.
Gen Z More Negative Towards GenAI Ads Than Millennials Finds IAB
Gen Z consumers are twice as likely to have negative sentiment (39 percent) towards AI-generated ads than Millennials (20 percent), according to US research from IAB and Sonata Insights. The survey found that 50 percent of Millennials were broadly positive towards GenAI ads, compared with 41 percent of Gen Z.
The Week in Stocks
Agencies
Stagwell continues to withstand stock market declines in the agency space, spurred by its positive earnings outlook and a recent partnership announced with AppLovin.
TV
In a tough week for TV stocks, MFE-MediaForEurope bucked the trend, after the European media group announced that its net profit more than doubled in 2025.
Publishers
Shares in The New York Times reached an all-time high on Monday, signalling investor confidence in the publishing group’s future prospects, driven by its digital transformation and subscription growth.
Ad Tech
The Trade Desk’s share price tumbled on Wednesday, following reports that agency group Publicis has advised its clients not to use the demand-side platform (DSP) on the basis that the ad tech firm failed a third-party audit.
Tech
Tech stocks fell across the board amid escalation in the Iran war, as investors braced for supply chain disruptions, higher energy prices, inflation, and potential interest rate hikes.
