In this week’s Week in Charts, Ted Sarandos on Netflix’s podcast strategy, women’s sports to top $3 billion in revenues, and European consumers back under-16s social media bans.
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Quote of the Week
Number of the Week
Charts of the Week
Shorts Make Up Second-Largest Share of YouTube Video Ad Spend
Skippable in-stream ads generated the largest share of YouTube video spending during Q1 2026, according to data from Tinuiti, accounting for 63 percent of YouTube spend. The study found that Shorts ads are the second-largest ad format for YouTube campaigns at 18 percent of spending. Tinuiti noted that TV screens produced 58 percent of Shorts ad spending through YouTube video campaigns, compared to 72 percent across all ad formats.
Women’s Elite Global Sports Market to Top $3 Billion in Revenues This Year
Women’s elite global sports revenues are expected to top $3 billion this year, according to forecasts from Deloitte, up from $2.41 billion in 2025. The bulk of revenues are projected to come from commercial deals such as sponsorships, followed by matchday experiences (including ticket sales, pre-match activations and post-match interactions) and broadcast deals.
Support for Social Media Bans for Children High in European Countries Planning Bans
As various European governments move to ban social media for children, a YouGov survey suggests that public support for these bans is high in France (79 percent), the UK (76 percent), Germany (74 percent), Italy (70 percent) and Spain (68 percent). Support is notably lower in Poland, where the largest party in the coalition government has announced a social media ban for under-15s, though the majority of adults (53 percent) still support the move.
Headcount, Agency Fees and Events Considered for Budget Cuts in Marketer Survey
Fifty-five percent of marketers are worried about budget cuts, according to research from Supermetrics, with 46 percent reporting that personnel and headcount have been or are being considered for budget cuts. The survey found that agency and consulting fees (37 percent), events and sponsorships (37 percent), and paid media spend (36 percent) are also affected.
The Week in Stocks
Agencies
Stagwell’s share price popped on Thursday ahead of its earnings update next week. The agency network’s stock price has climbed more than 50 percent over the past two months.
TV
In an otherwise strong showing for TV and media stocks, shares in Netflix slumped on Friday due to muted growth forecasts and the surprise exit of co-founder and chairman Reed Hastings.
Publishers
Shares in publishing group Future rose 8 percent last week, but the company’s stock has fallen by 50 percent over the past year.
Ad Tech
US tech stocks rebounded amid the ceasefire with Iran, though the market remains volatile with the ceasefire due to expire and Iran indicating it may not join a new round of peace talks.
Tech
Microsoft’s share price saw a five-day increase as investors rotated back into large-cap tech stocks, and the software giant shared updates on its AI infrastructure.
