Shoppers are adding to cart for the holidays
Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.
Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.
This Weeks Snapshots
Macau Grand Prix breaks records, driving $185–265M in impact and half a million visitors with casino and big-brand support.
Franchise valuations soar across padel, F1, Saudi clubs, and crypto-backed football; M&A and club expansion accelerate globally.
Live sports media deals surge, Disney-YouTube TV blackout ends, Apple absorbs MLS, and major sponsorships shift at Man United and DP World Tour.
Major stadium and tech investments continue with Aviva renewing Dublin naming rights and AWS powering the DP World Tour’s digital transformation.
New integrity measures and scandals dominate the news, MLB microbetting cap, British Basketball’s liquidation, UEFA club funding crisis, WNBA CBA talks, and match-fixing investigations reveal industry tensions.
This Weeks Key Market Movers
Walt Disney Company (The) $DIS ( ▼ 1.31% )
$105.69 | -5.38% YTD | -10.4% LTM
Disney’s stock sank nearly 8% this week after disappointing earnings, weak TV and film results, and the YouTube TV blackout drove investor uncertainty.
Under Armour, Inc $UAA ( ▲ 0.46% )
$4.26 | -49.29% YTD | -1.74% LTM
UAA part with Steph Curry and plan to cut costs by $95 million, raising total restructuring costs to $255 million.
Netflix $NFLX ( ▼ 2.23% )
$110.29 | +23.16% YTD | +31% LTM
Netflix stock drops 11%, Trump buys $82 million in bonds.
fuboTV Inc $FUBO ( ▼ 8.21% )
$3.36 | +158.46% YTD | +148% LTM
FuboTV’s stock dropped sharply due to unsustainable content costs, disappointing subscriber growth, and escalating cash burn that triggered liquidity concerns.
Motosports Games Inc. $MSGM ( ▼ 2.65% )
$3.14 | +134.33% YTD | +113% LTM
Driven by the strong performance of their racing simulator game Le Mans Ultimate and a notable increase in gross margin to above 80%.
Netflix is the global leader in on-demand streaming, driven by exclusive original series, international reach, and algorithm-driven user engagement, remaining consistent and stable in subscriber growth. FuboTV specializes in live sports and TV, bundling a vast channel lineup and real-time features, with standout growth potential but ongoing volatility due to costly sports rights and a more niche audience focus.