|
NOVEMBER 3, 2025 |
|
Which of the following platforms leads in newsletter distribution, according to HubSpot’s State of Newsletters report? |
|
A) Substack B) Linkedin C) Traditional email D) Facebook
|
|
|
Was this email forwarded to you? Sign up here. | | | |
|
TOP STORY |
|
|
|
Though the "Triopoly" of digital ad giants (Amazon, Google, and Meta) continues to rule the online space, their market share of US digital ad spend has recently experienced a decline. |
|
While the dip isn’t massive, it exposes trends in digital media, including AI transformation and the growth of retail media, that reveal how digital ad spending will evolve over the next few years. |
|
|
|
| | | |
|
IN THE NEWS |
Peacock’s subscription growth problem clouds its ad appeal. NBCUniversal’s Peacock reduced losses in Q3 but struggled to boost revenues and attract new subscribers—raising questions about the platform’s advertising value. Read online |
|
Other headlines: |
-
FAST viewing jumps 43% YoY as ad-supported streaming goes mainstream. What started as low-cost, complementary streaming options are becoming primary destinations for discovery. Read online
-
Netflix eyes WBD studios and streaming in potential megadeal. Netflix has reportedly gained access to key WBD financial information to assess a potential offer, signaling a serious evaluation. Read online | | | |
|
ANALYSIS |
|
|
|
Essentials-focused merchants and dollar stores are maintaining growth while discretionary-heavy sectors like department stores and housing-related chains fall behind. |
-
Footfall at discount and dollar stores grew the strongest during the first half of this year, peaking at 8.9% YoY in April before landing at 3.5% in June. This category’s consistent outperformance reflects consumer trade-down behavior and a strong thirst for value, as cited by retailers like Dollar General. |
|
|
|
| | | |
|
PODCAST |
|
|
On today’s episode, we discuss what’s next for Netflix, including the state of its ads business, its deal with Spotify, and the strategy behind Netflix House. Tune in on Apple Podcasts, Spotify, or wherever you listen to podcasts. Or watch our video podcast on YouTube! Follow us on Instagram. “Behind the Numbers” is made possible by Nielsen. | | |
| |
|
|
|
| | | |
|
