Week in Charts: Agentic AI Set to Disrupt Ad Buying, Reach Leans on First-Party Data, and Video Ad Spend Outpaces UK Digital Market
In this week’s Week in Charts: Agentic AI is set to disrupt ad buying, Reach leans on first-party data, and video ad spend outpaces the UK digital market.
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Charts of the Week
Video, Gaming and Retail Media to Outpace UK Digital Ad Spend Growth
Digital ad spend in the UK is forecast to reach £43.1 billion by 2030, according to IAB UK’s ‘Futurescape’ report, with video representing 34 percent of total spend. But retail media and gaming are also projected to outpace market growth, with digital retail media spending expected to almost double over the next five years.
IPG Grows Market Lead Over WPP
WPP’s market cap has fallen almost 20 percent since the start of the year, and was overtaken by US holding company Interpublic Group (IPG) in January. While IPG has been buoyed by its upcoming merger with agency rival Omnicom, the UK group has been hit by weak prospects and disappointing 2024 results.
ITV Studios’ Scripted Business Hit by Hollywood Strikes
ITV Studios, the UK broadcaster’s production arm, has been steadily growing its revenues from scripted content since the pandemic, as the business seeks to meet “growing global demand for scripted content, particularly from streaming platforms.” But the studio saw a decline in scripted hours and revenues in 2024, according to ITV’s full-year earnings, with production hit by the 2023 Hollywood strikes.
Netflix and Disney+ Eat into Amazon’s Share of Global Sports Streaming Market
Netflix’s foray into live sports has taken a chunk out of Amazon’s share of the sport streaming market, according to figures from Gracenote, Nielsen’s content division. Prime Video’s share of sports programming across five global streaming services has fallen from 54 percent in Q1 2024 to 35 percent in Q1 2025, just ahead of Disney+ at 33 percent. Meanwhile Netflix now accounts for 23 percent of sports content across the five streaming services.
The Week in Stocks
Agencies
Dentsu’s share price is up 9 percent after hitting a 52-week low in February.
TV
ITV’s stock price jumped after the UK broadcaster reported record profits in its 2024 earnings.
Publishers
Shares in Reach fell last week after the UK publisher posted a 5 percent YoY loss in revenues.
Ad Tech
US tech stocks plummeted on Monday, when the Nasdaq suffered its steepest drop since 2022.
Tech
AI chip giant Nvidia has lost $1 trillion in market value since its record high in January.
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