Big media mergers and streaming services combining forces could lead to connected TV (CTV) ad budgets becoming more concentrated. On a by-industry basis, automotive and financial services continue to lean harder on traditional TV than CTV, while retail leads ad spending in both channels.
Key Question: How will mergers and streaming service consolidations affect CTV ad revenues?
Key Stat: Hulu’s integration with Disney+ in 2026 could push the combined service’s annual US ad revenues past $3 billion by the end of our forecast period.
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