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
Hong Kong Cricket Sixes returned, packing Tin Kwong Road and streaming globally. 12 teams, major sponsors; Pakistan beat Kuwait in this years final.
WTA Riyadh Finals shattered records with a $15M purse; ATP and Spotify inked a global tennis video deal. Monarch Collective invested €100M into German women’s football and took a 38% stake in Viktoria Berlin.
F1 partners with Disney for a multi-platform spectacle; Premier League clubs led Champions League group stages and drove €367.7M per club in media revenue.
Liga MX sold Querétaro to U.S. billionaire Marc Spiegel as foreign ownership surged. Juventus added their first non-Agnelli director after Tether’s stake. LIV Golf sealed a new three-year data/analytics deal with Trackman and Google Cloud.
Alpine F1 extended Franco Colapinto; England Cricket gave two-year deals to 14 top players.
MLB lost $1.8B last year. Mets alone lost $350M despite record league sponsorships. Indian Super League failed to secure commercial rights; Mohun Bagan suspended operations while East Bengal pushed on.
This Weeks Key Market Movers
PENN Entertainment, Inc. $PENN ( ▼ 2.16% )
$15.60 | -21.49% YTD | -22.46% LTM
Shares rose 8.2% after analysts upgraded the stock to ‘buy’ with a $21 price target, following the end of its ESPN sports betting deal.
Cloudfare Inc $NET ( ▼ 2.55% )
$240.53 | +110.07% YTD | +13.8% LTM
Oppenheimer forecasts Cloudfare will surpass Q4 2025 revenue expectations, projecting over 30% average annual revenue growth.
Live Nation Entertainment, Inc $LYV ( ▼ 1.94% )
$143.35 | +9.76% YTD | +27.1% LTM
Global expansion, AI and premium venues drive robust growth and fan engagement.
Daktronics, Inc $DAKT ( ▼ 3.17% )
$19.11 | +12.35% YTD | +25.9% LTM
DAKT’s fiscal 2026 earnings are projected to increase 28.2% on a year-over-year basis.
fuboTV Inc $FUBO ( ▼ 8.77% )
$3.94 | +203.08% YTD | +148.7% LTM
Q3 2025 earnings showed $377.2 million, beating estimates by 4.9%.
Madison Square Garden Entertainment. Corp $MSGE ( ▼ 1.29% )
$49.27 | +37.63% YTD | +19.9% LTM
MSG Entertainment is maintained at neutral by JP Morgan
Cloudflare and Daktronics offer a clear contrast in how tech powers the sports and live events space. Cloudflare is up +13.8% LTM (+110% YTD), driven by breakout revenue and bullish forecasts as demand for digital security and infrastructure surges. Daktronics, meanwhile, quietly delivered +25.9% LTM (+12.35% YTD) on the back of steady stadium demand and a projected 28% earnings jump, showing that reliable hardware still gets rewarded amidst the digital hype.