In this week’s Week in Charts: Stagwell’s Mark Penn calls IPG-Omnicom a “merger of weakness”, YouTube star MrBeast plans a massive funding round, and Netflix is forecast to overtake YouTube revenues.
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Netflix Revenues to Pass YouTube in 2025
Netflix is expected to surpass YouTube and Meta in video revenues this year, according to the latest forecast from research firm Omdia. TikTok is set to generate almost $74 billion in 2025, ahead of Netflix, Meta and YouTube with weirdly identical revenue forecasts of $46 billion, with Netflix just out in front.
DoubleVerify Stock Slides 33 Percent
DoubleVerify’s stock price is down 33 percent, after the measurement and verification business missed revenue expectations in its Q4 earnings. The decline brings DV’s market cap closer to the ad tech stocks that have been trailing the company in market value.
Pay-TV Contributes Almost Half French Video Revenues (For Now)
Pay-TV remains the dominant force in the French video market, according to research from Futuresource Consulting, contributing 45 percent of revenues in 2024. However, by 2029 pay-TV’s share is forecast to fall to 37 percent, while SVOD’s contribution is expected to grow to 43 percent.
Max’s International Roll-Out Hits ARPU at Warner Bros. Discovery
Average revenue per user (ARPU) across Warner Bros. Discovery’s (WBD) global DTC business fell 6 percent YoY in the latest quarter, according to the broadcaster’s earnings report. WBD attributed the drop to the international roll-out of its Max streaming service, which is launching in markets with lower ARPU.
Oscars TV Viewership Was Down 7 Percent on 2024
The Oscars ceremony on Sunday drew 18.1 million US viewers, according to Nielsen, a 7 percent decline on last year. The Academy Awards’ TV audience has fallen 60 percent since 2000, hitting an all-time low of 10.4 million during the pandemic in 2021.
The Week in Stocks
Agencies
WPP’s share price hit a four-year low on Thursday over weak outlook in its latest earnings results.
TV
Roku’s stock price fell 12 percent after hitting a 52-week high in February.
Publishers
Ströer stock dropped 8 percent on Wednesday after two potential buyers for its OOH business reportedly left the talks due to disagreement over price.
Ad Tech
US tech stocks took another dive on Thursday, following weak jobs data and slowing economic growth.
Tech
Nvidia’s share price has fallen more than 20 percent from its record-high on 6th January, as Wall Street investors continue to cool on AI stocks.
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