In this week’s Week in Charts: BuzzFeed takes on Big Tech, YouTube Shorts gain traction on CTV, and AppLovin looks to offload O&O apps business.
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AppLovin to Divest Apps Business as Advertising Takes Over
AppLovin saw its advertising revenues rise 75 percent YoY in 2024, compared with just 3 percent for its owned and operated apps segment. Advertising has grown from a small fraction of the mobile ad tech company’s business to the bulk of its revenues, and the firm is now looking to divest its apps business to focus on advertising.
Reward and Skippable Ads Come Out Top in Kantar Survey
Rewards-based and skippable ads are the most favoured formats among consumers, according to global research from Kantar, with more intrusive online video formats proving least popular. But the research firm notes that receptivity has increased over the last 10 years, with none of the formats scoring net negative responses.
Netflix More Than Doubles Disney’s Market Cap
Netflix’s market cap has climbed more than 200 percent over the last two years, while Disney’s market value has been broadly flat over the same period. The streaming giant overtook Disney in 2023 and is now worth more than twice as much as the iconic entertainment company.
UK Conusmer Video Spending Passes £5 Billion
Consumer spending on visual home entertainment in the UK (including SVOD, digital and physical sales and rentals) surpassed £5 billion for the first time in 2024, according to the British Association for Screen Entertainment (BASE). The introduction of ads on streaming services added £1.7 billion in revenues, according to BASE, while 73 new free ad-supported streaming TV (FAST) channels were launched in the UK last year.
The Week in Stocks
Agencies
Dentsu’s shares slid 14 percent after the Japanese agency group posted a loss in 2024 and cut its profit guidance for 2025.
TV
Roku shares reached a 52-week high on Friday on the back of strong Q4 earnings for the smart TV and streaming company.
Publishers
Shares in News Corp are trading higher this week after the media company beat expectations in its latest earnings.
Ad Tech
Outbrain’s acquisition of Teads brought “new Teads” to the Nasdaq last week with a $630 million market cap.
Tech
Apple’s stock price gained on Thursday after CEO Tim Cook teased a new product announcement.
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