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[SITUATION] · [QUIET] · [BUSINESS]
2 clusters · 2 sources · 22 days · First seen · Last updated
Streaming video advertising growth
Overview
In July 2026 a survey of U.S. cord‑cutters showed Amazon Prime Video as the most‑watched streaming service, helped by its bundling with free‑shipping benefits. Amazon reported a 17.9% rise in streaming‑ad commitments, reaching $13.2 billion, driven by sports rights and original series, highlighting a shift of ad spend from broadcast to streaming.
By early August 2026 the market expanded further. Netflix’s ad‑supported tier accounted for over 60% of its Q1 sign‑ups in eligible markets and its ads reached more than 250 million global monthly active viewers, with most members seeing ads weekly. Amazon’s video‑advertising business grew to $68.6 billion in 2025, a 22% year‑over‑year increase, and introduced new self‑serve tools that let mid‑size brands use its first‑party shopping data for targeted video ads. Together, the snapshots illustrate rapid growth and diversification of video advertising across major streaming platforms.
Entities
Netflix Ads Suite · Netflix · Amazon Prime · Amazon · Amazon DSP
Timeline
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17 days ago
[BUSINESS] 2 sourcesNetflix and Amazon Expand Video Advertising Reach in 2026Netflix’s ad‑supported tier reaches 250 M viewers and drives 60% of Q1 sign‑ups, while Amazon’s video ads generated $68.6 B in 2025, expanding options for mid‑size brands.
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about 1 month ago
[BUSINESS] 2 sourcesAmazon Prime Video Leads US Cord-Cutter Viewership and Secures Record Streaming Ad CommitmentsA survey of 1,200 US cord‑cutters found 67.5% watched Amazon Prime Video, outpacing Netflix, while Amazon announced streaming ad commitments rose 17.9% to $13.2 billion in the 2026 upfront.
Sources
lemonlight.com · mountain.com