streaming

Netflix beat its revenue expectations for last year, ending 2025 with $42.5 billion in revenue, a 16% year-over-year jump. Of that, $1.5 billion came from advertising.

Netflix, which reported its Q2 earnings on Thursday, generated more than $11 billion in overall revenue last quarter, up 15.9% year-over-year.

Streaming is rapidly becoming a top performance channel for brands like NOBULL that are looking to drive outcomes up and down the funnel.

Disney had a good quarter, with revenue on the rise and streaming on the brain. Its DTC division, which houses its streaming business, is also growing and remains profitable.

Warner Bros. Discovery’s overall ad revenue dropped 7% last year. Its survival depends on its streaming service, Max, its lifeline in the intensifying streaming wars.

Like most brands advertising during the Super Bowl this year, Cetaphil tried to capture attention with a celebrity-focused commercial.

Roku reported $4.1 billion in revenue for 2024, an 18% jump year over year. Its platform business in particular, which includes ad sales and streaming distribution, reached $3.5 billion last year, also an 18% jump compared to 2023 (or 15% excluding political ad revenue).

Hyundai’s latest campaign, titled “The Road,” debuted during the NFL AFC and NFC championship game on January 26, the weekend before the Super Bowl.

Disney’s revenue rose 5% to $24.7 billion last quarter, up from $23.5 billion this time last year. But subscriber growth at The Mouse House looks less promising.

NBCUniversal and Instacart team up to help brands use Instacart data to plan and measure audiences for NBCU campaigns.

Nielsen earns MRC accreditation for its Big Data + Panel measurement solution, which includes its legacy panels and bigger data sets.

Netflix’s overall revenue grew 16% to $10.2 billion last year thanks to subscriber and ad revenue growth, with operating margins up 27%.

At CES on Tuesday, media and ad tech veteran Kris Johns unveiled AdGood, a nonprofit with a connected TV ad platform and a mission to help other nonprofits access streaming media.

During its earnings call on Thursday morning, Disney announced plans to bring ESPN+ content to Disney+ starting on December 4,

On Monday, Pixability announced the launch of a product called GenAI Contextual Segments (CGS), with a goal to reach specific audiences across a wider range of YouTube content.

On Wednesday, Roku became the latest streaming company to unveil a self-serve ad platform. Roku Ads Manager, as it’s called, is part of Roku’s bid to reach new CTV buyer demand.

While there are plenty of reasons for political ad buyers to be cautious about CTV, streaming media has one major selling point: programmatic targeting.

Netflix netted a 150% increase in ad sales during upfront negotiations this year compared to last year – a good sign for its programmatic ambitions.

Woe is linear. Paramount is writing down its cable TV business by $6 billion and laying off 15% of its US workforce in advance of the Skydance merger.

The vast majority (90%) of programmatic Olympics ad sales on Peacock are coming from brands that are new to the Games, according to data NBCU shared with AdExchanger earlier this week. And agencies are seeing good results.

WBD’s overall revenue fell 5% year-over-year to $9.7 billion, continuing a recent decline and missing investor expectations, according to its earnings report on Wednesday. WBD shares dropped 8% during after-hours trading.

Last quarter, Disney’s combined streaming portfolio – Disney+, Hulu and ESPN+ – turned a profit for the first time, bringing in $47 million from April through June. It’s quite the bounceback from last year, when Disney’s media and entertainment segment lost $512 million.

Athletes aren’t the only ones competing during the Paris Olympics. Advertisers are bidding to reach tens of millions of viewers during the first programmatic Olympic Games.

Hyundai returns to the Olympics as a national advertiser and the presenting sponsor of the USA women’s soccer team – with a new ad campaign to show for it.

Roku announced an integration with The Trade Desk’s UID 2.0 identifier to attract new buyers and “increase monetization per account” by improving ad targeting, said Roku CEO Anthony Wood during the company’s earnings call Thursday.

Investor, industry veteran and former SpotX CEO Mike Shehan returns from the ad tech sidelines to join the C-suite at Telly, a startup that gives away free TVs in exchange for viewer data.

Netflix grew its overall revenue by 17% year over year – a huge jump from Q2 last year, when that number was just 3%. Now that the platform’s ads plan is hitting a certain level of scale, ad revenue is becoming a source of profit.

Disney expands its audience graph and clean room tech to Latin America, marking the first time it will be available outside the US. The announcement precedes this week’s launch of Disney+ with ads in Latin America.

Contextual ad platform Seedtag acquires Beachfront, a supply-side platform that specializes in TV and video.

To some degree, the digitization of TV marketing is inevitable. But there’s a limit to how much TV ad buying should digitize, according to Needham’s Laura Martin.