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Tuesday, May 5, 2026
The State of Streaming CTV · Streaming · Advertising

Platforms

Netflix, Disney, YouTube, Prime Video, Max, Paramount+, Peacock, Roku — the streamers themselves.

7 stories in this section

Five rectangular cut-paper bars arranged on a warm ivory ground, four in deep editorial navy and one in warm amber at the Q4 peak position, the cadence rising from a shorter Q1 2025 bar to the tall amber Q4 2025 peak and stepping back down to a Q1 2026 bar that still sits taller than the leftmost bar.
Platforms

YouTube Ads Hit $9.88B in Q1 — The Subscription Mix Is Catching Up

A five-quarter chart of YouTube ad revenue makes Pichai's "subs grow faster than ads" framing literal — and reframes Q1's seasonal step-down.
Recent in this section
Editorial product photograph on a warm walnut surface showing two single-page memos on warm cream cotton-fiber paper lying flat, stacked with a small offset so both top edges are visible. The lower memo's top edge is dated APRIL 14 2026 in tabular deep-navy serif small caps; the upper memo's top edge is dated APRIL 27 2026 in the same hand. The bodies of the memos carry indistinct deep-navy serif text. On the upper memo, a single warm amber handwritten arrow originates in the right margin and points to a single line in the middle of the body, which is underlined in the same warm amber.
Platforms

Disney Folds Streaming Data Under the Ad Platform Before the Upfront

Two memos, two weeks apart, leave Disney with one chain of command for identity, data engineering, and ad monetization heading into May 12.
Editorial typographic plate on a single sheet of warm cream cotton-fiber paper laid on a warm walnut surface. Two stacked centered column blocks separated by a single thin vertical warm amber rule running the full height of the typography. Left column, top to bottom in classical Didone serif tabular small caps deep editorial navy ink: ADVERTISING (header), $613M (figure, larger size), +27% YoY, 60.5% GM. Right column in the same hand: SUBSCRIPTIONS, $519M, +30% YoY, 41.1% GM. The figure rows are the largest type in the composition.
Platforms

Roku Just Became the Only TV-OS Company Showing Its Ad Math

First-itemized $613M ad line at 60.5% gross margin, third-party DSP spend up more than 40%, and a Magnite-powered marketplace shipped 72 hours earlier — Roku's segment-split debut is the open-stack pitch with numbers attached.
Editorial illustration: the Peacock wordmark on the left and The Roku Channel wordmark on the right, joined by a warm amber arc, letterpressed on ivory paper inside a deep navy border.
Platforms

Peacock Premium Plus Heads to The Roku Channel as Comcast Sells Q2 Inflection

NBCU's first ad-free SKU through a third-party hub lands the same week as a $71.76M Cavanagh comp print and Fox's $45M-$55M Big Ten reclaim.
Earlier coverage 3 stories
Two corporate stencil wordmarks — ESPN in deep navy and YouTube TV in warm amber — intersecting on warm ivory paper, with a small letterpress stamp reading $110M at the lower right.
Platforms

ESPN Preps Roughly 30 Layoffs After Disney Books $110M YouTube TV Hit
Folded Netflix shareholder letter on a corner-office desk under late-afternoon light, with an embossed Netflix mark on the cover and a fountain pen resting beside it.
Platforms

Netflix Authorizes $25B Buyback After $5.09B FCF Quarter
All-caps editorial-serif words ADVERTISING and SUBSCRIPTIONS divided by a vertical amber line on warm ivory background.
Platforms

Roku Breaks Out Ad Revenue for First Time in April 30 Print