Week in Charts: LiveRamp on WPP’s Infosum Acquisition, FAST Uptake in UK, and Channel 4’s Progress on Digital Ad Targets
In this week’s Week in Charts: LiveRamp on WPP’s Infosum acquisition, FAST uptake in the UK, and Channel 4’s progress on digital ad targets.
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Charts of the Week
Channel 4’s Digital Ad Sales Make Up 30 Percent of Total Revenues
Channel 4’s ad revenues made up 30 percent of total revenues in 2024 – a target the UK broadcaster set to reach in 2025, meaning it hit the threshold a year ahead of schedule. Overall revenues were up 1 percent on the previous year, but were down 9 percent on 2022.
Guardian Tops IPA Survey of Best Publishers to Work With
The Guardian came out top in the IPA’s spring survey of the best media owners to work with (excluding ad tech companies), with 87.5 percent of respondents citing an overall positive experience with the UK publisher. The other publishers/media owners with more than 80 percent positive scores were Snap, Mail Metro Media, Global, Pinterest and News UK.
Amazon to Top $60 Billion in Retail Media Ad Revenue This Year
Amazon is forecast to earn $60.6 billion in retail media ad revenue in 2025, according to projections from WARC Media, and is expected to reach $69.7 billion in 2026. “E-commerce giant Amazon offers more than retail media advertising—it’s quickly becoming a leading platform for full-funnel activation, with streaming TV and its own demand-side platform serving advertisers of all sizes,” said Alex Brownsell, Head of Content at WARC Media.
Licensed Content Overtakes Originals As Share of Streaming Viewing
Viewing of licensed content on streaming services has overtaken that of originals, according to research from Digital i, as streaming services shift towards acquiring rather than producing content. “The era of ‘Peak TV’ hit its zenith in Q4 2022, when more original global streaming content was being watched than ever,” said Digital i’s ‘Are You Still Watching?’ trend report. “However, original content viewing has been in steady decline since, and in Q3 2023, viewing to licensed content overtook originals, fuelled by the impact of the Hollywood strikes.”
The Week in Stocks
Agencies
The stock market slumped on Friday amid renewed tariff concerns, as Donald Trump’s threats to impose a 50 percent tariff on the EU reignited fears of a US-EU trade war.
TV
Comcast stock fell 2.6 percent after rival US telcos Charter and Cox announced their $34.5 billion merger last week.
Publishers
Future’s share price recovered slightly last week following its 13 percent fall the week before, after the publishing company downgraded its full-year outlook.
Ad Tech
US tech stocks slid on Thursday as Trump’s “big, beautiful” tax bill reportedly spooked investors.
Tech
Apple stock declined on Friday after Trump threatened to impose a 25 percent tariff on iPhones if they are not made in the US.
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