How Netflix’s ads business is becoming a meaningful growth driver – with EMEA ads VP Damien Bernet

AI's biggest barrier isn't technology but a lack of shared industry standards, argues Jon Watts, CIMM's Managing Director. He cites research showing IP-to-household data matching averages only 13% accuracy across providers.

Netflix's ad business is on track to double year-on-year to $3bn in 2026, after Q2 revenue rose 13%. Media analysts now estimate Netflix's ad sales rank among the world's top 30, on par with RTL.

UK broadcasters' social video push isn't yet commercially sustainable, argues Niamh Burns, Enders Analysis' media policy lead. Platform revenue currently falls short of funding premium content production, she says, across every major platform.

AI in advertising isn't limited by data but by a lack of structure, argues Ed Davis, OpenAP's product chief. He believes the industry needs shared guardrails and common infrastructure, not one all-purpose AI agent.

Linear TV advertising is entering a new automation phase: digitally delivered linear, argues Simulmedia CEO Dave Morgan. He points to Fox Broadcasting's agentic transaction demo at Cannes as an early signal.

Ad-supported CTV services are operating at just 65% of their commercial potential, according to a new Omdia report. Fully sold inventory could generate $0.21 per viewing hour, two to three times current revenue.

A new ISBA study finds 99% of UK advertisers have started using GenAI, with two-thirds already using it at work. Agency relationships are shifting fastest in content production, as UK advertisers prioritise AI efficiency over effectiveness this year.

Capital markets, not streaming or AI, are the real force reshaping broadcasting, argues Ian Whittaker, founder of Liberty Sky Advisors. Investors, he says, now value separated businesses over integrated ones, driving the Comcast split, Sky-ITV deal and RTL consolidation.

Paul Evans, of V2RSION, argues holdco agencies have converged into sameness, a problem AI-driven pitch selection will expose. Citing data showing most AI citations come from earned media, Evans says distinct positioning will decide future agency shortlists.

Leaving World Cup hydration breaks ad-free was ITV's deliberate choice, unlike some rivals, says Kelly Williams, ITV's commercial chief. FIFA's rules would have limited picture-in-picture ads to official partners only, too narrow a pool to justify commercially, Williams explains.

Comcast's Universal Ads has launched in the UK, letting SMEs buy TV across Sky, ITV and Channel 4. Rak Patel, Channel 4's chief commercial officer, argues broadcasters can stay easy to buy without losing TV's creative edge.

World Cup brand ads are drawing markedly higher attention this year, with Fox completions running 21% above average, per iSpot. Home Depot, Wells Fargo and Nike are among the strongest performers, some topping 35% above the average score.

Sky has agreed to buy ITV's media arm for up to £1.6 billion, forming a major new UK broadcaster. ITV Studios remains independent, supported by a five-year, £2.1 billion content deal with the combined group.

New research presented at ITV's annual Showcase shows challenger brands face a 6x steeper performance drop than established brands in low-attention media environments. Dr Karen Nelson-Field, urged brands to reweight media portfolios toward high-attention channels, with TV cited as the standout performer.

The UK government has announced a ban on social media access for under-16s, with legislation due next year, prompting calls from industry voices to treat it as a starting point, not a solution.This could accelerate a shift toward trusted, controlled media environments and reduce brands’ reliance on social platforms.

Media analyst Ian Whittaker argues that broadcasters may have inadvertently weakened TV's premium positioning by exposing inventory to programmatic systems that reward efficiency over distinction. His warning: once a premium product is consistently priced alongside a commodity, markets begin treating it as one.

WPP Media has unveiled a prototype "buyer agent" standard for video advertising, developed with Comcast, Disney, Fox, NBCU, Netflix, Paramount, and IAB Tech Lab. The agency group aims to move from testing to large-scale TV and video transactions within six to nine months.

Netflix and TF1 Group's content distribution partnership is now live in France, giving subscribers access to TF1+ programming and live TF1 channels within the Netflix interface. Rodolphe Belmer, TF1 Group CEO, says the integration will help reach new audiences and open new opportunities for advertisers.

Ian Whittaker, media analyst and founder of Liberty Sky Advisors, contends that cost of capital, AI, and geopolitics are one connected cycle reshaping broadcasting, and that broadcasters reading them as separate news stories will keep responding to yesterday's headlines.

Emanuele Landi, media consultant and former Fox and Disney executive, argues that every major video advertising player has converged on the same product: forced exposure dressed up as attention, and that broadcasters have the assets to build something better, but haven't yet.

Demand for advanced CTV formats is strong, but publishers' attachment to proprietary creative specs keeps spending fragmented. Jason Higgins, co-founder and CEO of OpenGlass TV, argues a programmatic translation layer, not full standardisation, is the realistic path to scale.

Barb has brought data distribution in-house with the launch of Barb Ads Hub, a campaign planning and reporting platform now used by over 600 UK buyers and sellers - and, argues Barb's head of campaign audiences, a joint-industry governed alternative to platform walled gardens.

RTL Group has completed its €68 million acquisition of Sky Deutschland, adding 12.3 million DACH subscribers and positioning it, per François Godard, independent media analyst, as Germany's primary Netflix distribution partner and leading pay-TV operator.

Outcome-based buying and audience measurement are complementary, not competing, but both depend on a single, transparent, industry-governed trading currency to function, argues Canada's TV ratings body Numeris in a new position paper.