In this week’s Week in Charts, The New York Times publisher on AI scraping, Europe gains share of retail media ad spend, and in-car video keeps kids entertained.
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Charts of the Week
Samsung Captures Highest Share of Programmatic CTV Impressions in UK, Roku in US
Samsung captured almost one-third (31 percent) of open programmatic CTV ad impressions sold in the UK during Q1 2026, according to Pixalate, reflecting the electronics giant’s leading position in the CTV device market. In the US however, Roku saw the largest share (36 percent), while Amazon Fire TV had the second highest share in both markets (15 percent in the UK; 19 percent in the US).
Europe and APAC to Grow Share of Retail Media Ad Spend as China’s Share Declines
China’s share of global retail media ad spend is projected to fall from 44 percent this year to 42 percent in 2029, while the rest of the world’s share is expected to rise from 20 percent to 22 percent over the same period, based on forecasts from EMARKETER. Meanwhile the US’ share of retail media ad spend is forecast to remain steady at 36 percent. “This gradual redistribution reflects the globalisation of retail media,” according to analysis by RetailX. “What was once concentrated in a few advanced ecommerce markets is now spreading more widely, as retailers in Europe, AsiaPacific and beyond develop their own capabilities.”
More Than Half UK Consumers Uncomfortable with AI-Generated People in Ads
Half of UK consumers are comfortable with AI-generated background images, scenes or environments in advertising, according to a survey from IAB UK and MTM. But more than half of consumers said they felt uncomfortable about fully AI-generated people in ads, while one-third were uncomfortable with AI-generated scripts and voiceovers.
Keeping Children Entertained is In-Car Video’s Most Popular Use Case
Keeping children entertained is the most common reason consumers watch in-car video, according to a US and Canada survey from TiVo, closely followed by passing time while waiting in the car (such as waiting to pick up their kids). The research also found that video is watched when the car is parked in 41.8 percent of cases, versus 31.7 percent when the car is moving.
The Week in Stocks
Agencies
S4 Capital’s share price dropped after executive chairman Sir Martin Sorrell noted that market conditions across the first five months of 2026 have remained challenging or even deteriorated.
TV
In a tough week for media stocks, shares in Canal+ jumped upon completing its secondary listing on the Johannesburg Stock Exchange, following its acquisition of South African pay-TV giant MultiChoice. RTL stock also rose after completing its acquisition of Sky Deutschland.
Publishers
Thomson Reuters’ stock price corrected on Wednesday following its 10 percent jump the previous week.
Ad Tech
US tech stocks sank on Monday amid ongoing caution over AI and escalating turmoil in the Middle East. Meanwhile The Trade Desk saw a sharp decline when CRO Anders Mortensen left the company after just seven months in the role, the latest in a string of senior executive departures at the ad tech firm.
Tech
Adobe and Microsoft saw the steepest declines in the AI stock sell-off, signalling investor concerns around the software sector.
