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Whatis
Hot
in
Media:RetailMedia,
Strategic
Partnerships,andAIMariaRua
AgueteMedia&Entertainment,OmdiainOmdia
–IBC2025|September2025AgendaTheconvergenceofCTVandretailmedia/TVOsMovingfrombrandawareness
tooutcomesSVODtrends&strategyNetflix,
Amazon,Disney,WBDGlobalmarkettrendsM&Eoverview2
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.ThenewpartnershipseraAIinMedia43251Global
M&E
trends3Media&Entertainment
Spending:
StreamingVideoDriving
the
$1.1Trillion
Marketin
2025$1.1tn
in2025vs.$1.03tn
in2024(+7%)Games$244bnOnline
Video
$479bnTraditional
TV$297bnStreaming
videoCinemaGames+14.6%+12.3%4
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Music
$45bnCinema
$37bnRevenueGrowth+7%Omdia
–IBC2025|September2025+9.9%OnlinevideosubscriptionsovertookpayTV
in
2020
and
havejustgone
past
the
2bnmark!Global:Pay-TVandonline
videosubscriptions,2019-20252019202020212022202320242025
Pay-TV
Online
video©2025Omdia2,5002,0001,5001,00050005
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025Subscript
ions(million)SVODtrends&strategy6Thebig
5global
SVODsexcludingChina
and
India
are
all
projecting
modest
growthgoingforward201920202021202220232024202520262027202820292030——
NetflixAmazonPrime
VideoDisney+——
HBOMax——
Paramount+©2025OmdiaGlobal:
Top5GlobalSVODservices,paidsubscriptionsinmillions4504003503002502001501005007
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025Paidsubscript
ionsinmillionsNetflixandAmazonwereoncehead-to-head
in
video,
the
fight
is
now
likely
tocenteronadvertising:‘With
ads’
isby
default
at
AmazonGlobal:Online
video
revenue
by
service
and
type,2019-2030AmazonhaslaunchedShoppableTVintheUS,with
globalambitions201920202021202220232024202520262027202820292030
Netflix(Ad-supported)AmazonPrime
Video(Ad-supported)Disney+(Ad-supported)Source:Omdia
©2025Omdia8
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.0.90.80.70.60.50.40.30.20.10.0Omdia
–IBC2025|September2025Revenue
($bn)1.0FromClashtoCash:thenewpartnershipsera9Let’sstoptalkingabout
Streaming
Wars
…10
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025Let’stalkabout
Streaming
Love!STREAMERSBROADCASTERS11
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025Francehostedthenewwaveof
partnerships
-
two
leading
SVODs
each
partnerwithtop
BVOD
servicesYouTubeNetflixFrance.tvTF1+M6+AmazonPrimeVideoArte.tvDisney+0%25%50%75%Source:OmdiaConsumerResearchFrance:
Toponline
videoserviceusagebysector,
April202512
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Free/AVODBVODSVODOmdia
–IBC2025|September2025©2025OmdiaBroadcastPartnersTF1
willprovideNetflix
withcontent
fromall
fiveof
itslinearchannelsandondemandcontent
fromits
TF1+platform
whichwillbeentirely
within
theNetflixinterfaceCanal+extendedaEuropeanpartnership
to
Francophone
Africa,oneofNetflix’s
weakest
regions,providing
thescaleitsbiggestPay
TV
networkMBC
willincludeNetflixinaspecialbundledofferingaspartofMBCNowitsnewlylaunched
IPTVproductinSaudi
ArabiaNetflixJune2025:Netflix
announced
a
new
TF1aggregation
dealJuly2025:Netflix
deal
with
Canal+
inFrancophoneAfricaJuly2025:Netflix
struck
a
partnership
withMBC,the
largest
broadcast
in
MENANetflixisstrikingdiversepartnershipsto
captureglobal
markets13
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025uul
bcAndit’snotjustNetflix
andAmazon,
lots
of
new
friends
for
Disney
too14
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025Destination‘super-streamers’looklikepay-TV2.015
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025STREAMINGFRIENDS16
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025ButwhataboutYouTube?FriendorFoe?17YouTubeisthe#1
video
service
inthe
worldTop5
videoservicesanddevicesbymonthly
videousagebymarket,
April20251.
Samsungphone2.
Set-top-box3.
iPhone4.
Samsung
laptop5.
SamsungTV1.
Samsungphone2.
SamsungTV3.LGTV4.
Set-top-box5.
Motorola
phone1.
YouTube2.
Netflix3.
InstagramReels4.
TVING5.
TikTok1.
YouTube2.
Netflix3.
InstagramReels4.
Video5.
Prime
Video1.
YouTube2.
InstagramReels3.
Netflix4.
TikTok5.
Video1.
iPhone2.
Set-top-box3.
Samsungphone4.
SamsungTV5.
iPad1.
iPhone2.
Set-top-box3.
Samsungphone4.
SamsungTV5.
iPad1.
YouTube2.
BBCiPlayer3.
Netflix4.
Prime
Video5.
Channel4Source:OmdiaConsumerResearch
©
2025
Omdia18
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025Netflix:SquidGamesmarketing
campaignusing
Youtubers19
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025SVODaggregation/Bundling20TheconvergenceofCTV
andretailmedia21Omdia
–IBC2025|September2025Retailmediawillbethefastest-growingad
segment
to
2030Globaladvertisingrevenuebysegment’2025-30’$bnTraditionalmediaOnlinemediaRetailmedia-50
050
100
150
200Absolutegrowth2025-30($bn)Notes:Onlineretailmediaincludesrevenueaccruedbyretailers
frombothon-siteandoff-site
advertisingplacements.
Amazonpremiumonline
videoandsocial
online
videorevenueshavebeenremovedfromrespectivesegments
toavoiddoublecounting.
Bubblesizerepresents2030revenue.Source:Omdia
©2025
OmdiaOnlineretailmediaPremiumonline
videoOut-of-homeIn-gameTraditionalonlinepaidsearchCinemaPodcastsOnlineclassifiedsLinear
TV20%15%10%5%0%-5%-10%22
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.StreamingmusicRadioRelativegrowth2025-30(CAGR%)OtheronlinedisplaySocialonline
videoPrintOnsitesearchOnsitedisplayOffsitedisplayDisplayads
that
aretrackedandtargetedusing
retailerdataonthird-partysitesand
appsAmazon
DSP(Disney+,
Roku),BestBuySocial+
(Meta),Roundel
BullseyeMarketplaceSponsoredsearchresultson
retailers’sites
andappsDisplayad
formats(incl.video)thatappearon
sites
andappsowned
byretailersAmazon.comSponsored
Products,Wsearch,
MediaMarktsearchAmazon.comSponsored
Display,PrimeVideo,
FireTV,VizioWatchFree+,Mercado
PlayAdsdisplayedwithinaphysicalretailstoreIn-storedigitalsignage,display
TVunits(Walmart
“TVWall”
ads)Whatis
retailmedia?23
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025In-storedisplayBroadcasters
and
AwarenessCTVplatformsBroadcasters,CTVplatforms,&retailers
lookto
collapse
themarketingfunnelRetailers24
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025ConsiderationConversion©
2025
OmdiaSource:OmdiaTV
OSSelectedInsights25GoogleTVistheworld’sbiggestTV
OS
by
shipments,
ahead
of
TizenandAndroid
(China)GlobalSmart
TVShipmentsbyPlatform3Q244Q241Q252Q253Q254Q251Q262Q26Source:OmdiaNotes:
Androidis
tracked
within
China,
OutsideChina
thisis
trackedasGoogle
TV
©
2025
Omdia26
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025Google
TVAndroidTizenControllingawidelyusedSmartOS
has
otherbenefitsto
motivate
to
keepbeingactive
inthe
marketDefendagainstrivals(Roku,
Amazon,Samsungetc.)Consumerbehavioraldata
tomonetizeThe
wider
Androidpowered
ecosystemofdevicesPrepare
fordevelopingmarketsCTVusagegrowthSellcontent/servicedirectly
toconsumers(i.e.,TVOD)27
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025AIin
MediaSelectedInsights286,1675,4424,5803,677
2,796
1,040
1,498
2,053
RetailHealthcareFinancialservicesDevice:
ADAS/AV&infotainment
Media&entertainmentInformation
technologyConsumerPublicsector ProfessionalservicesManufacturingEducationTelecommunications
Transportationw
Energyw
Realestate&constructionAgricultureSource:
Omdia
Device:
Aerospace
Legal
Device:
Robots
Advertising
©
2025
OmdiaMedia&Entertainmentisintop-5AI
softwarerevenue
verticalsin
Asia&
Oceania
($6bn
2029)Asia&Oceania:
AIsoftwarerevenueforecastsbyend-user
verticalforecasts($m)80,00070,00060,00050,00040,00030,00020,00010,00002022
2023
2024
2025
2026
2027
2028
202929
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025Revenue($m)2024-
2029revenue
growth
Gamedevelopment&monetization183% Contentcuration306%
Image&
videocontentanalytics178% Writingassistants663%
AR/VRdevelopment76%
Computer-aidedart&photography181%
Movie&TVshowrecommendations136%
Digitalchannelsmonitoring&management163%
Sports&entertainmentanalytics&fanengagement81%
Advertisingtargeting&analytics119%
Video&audioproduction&generation433% Automatedcodedevelopment&assist443%
Digitalexperiencemarketing420%©2025OmdiaRevenue($m)6,0005,0004,0003,0002,0001,0000Asia&Oceania:M&Eand
Advertisingrevenue
from
AIbyusecase,2024and2029($m)8,000
7,000
AI:Media&Entertainmentand
Advertising
use
cases
in
APAC20242029Source:Omdia30
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025SpanishTitles–
HoursWatched⃞Ap
um
ResearchAIchanginggamefordubbing
:The
increased
demand
for
internationalcontent
(suchasKorean,
Spanishdramas)will
drive
captioning
and
subtitling31
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025services2026+May2026-NewWriters’
and
Actors’dealduetocomeintoforceArtificialGeneralIntelligence(AGI)May2025
–RunwayAIFilmFestivalprogrammingdeal
with23rd
TribecaFilm
FestivalMay2025
–First
AIdubbedmovie
WatchtheSkies(Sweden)releasesincinemas,usingFlawless’
TruesyncMay2025-GooglelaunchesVeo3andFlowforfilmmakersMay2025
–PrimordialSoupdealpartnership
withGoogle’sDeepMind(using
Veo3andFlowfor
films)March2025
–Runwayraisesfurther$308mincapital
funding
roundApril2025
–Runwayfirst-lookdevelopmentdeal
withdigitalIP
studioEDGLRDApril2025
–Fivemajorstudioscollaborateon
AI-drivenshortfilm
TheBendsJanuary2025:MoonvalleyEthicalAIlabdeal
with
AsteriaFilm,artist-ledethical
AI
filmandanimationstudioownedbyXTRMarch2025
–MoonvalleylaunchesMarey,ethical
video
generationmodel
March2025-Academy
decision
toallow
AIinsubmitted
filmsAIinFilm:dealsand
partnerships
multiply
as
AI
spreads
throughoutfilmOct24
–Meta
deal
withBlumhousefor
AI
testofMovie
Gen
for
filmmakersselectedby
Blumhouse,anda
feedbacktoolforMetaDecember24
–Metapartnership
withLightstormVision(JamesCameron)fornew
ways
tocreate3DcontentJanuary2024–Actors
strikeends
with
AIusageagreementsJune2024–CMR-M1firstAI-powered
filmcamera
launched(prototype).Sept2024
–Lionsgate/Runwaydealfor
$75m–training
onLionsgatecontent
for
to
createamodel
that
will
cutpre-andpost-productioncosts
forLionsgatemovies.January2020-Warner
signsdealforCinelytic’s
AI-driven
projectmanagementsystemSeptember2022–FlawlessusedinUK/UShorrormovieFall
tochangerating
forUSmarketFebruary2023
–
VPstudiolaunchesCuebric,an
AI-drivenenvironmentgeneratorfor
Virtual
ProductionMarch2023
–1st
RunwayFilm
Festival2020-2022202332
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.October2023
–
Writersstrikeends
withagreementsonusage.Omdia
–IBC2025|September20252024
202420242025202520252025At
thisendof
thespectrum,Emotion
AIisused
torefinescripts,assistcastingandassessauditionsandfootagebasedonananalysisbyan
AI-driven
tool(notacreativetool).At
theotherendofEmotion
AI,
filmsaredrivenbytheemotionalresponses
of
the
audience,usingenabledcinemas
toallow
real-timeaudienceinput(acreative
tool).EmotionAI:fromcastingandactingright
through
to
audience-
drivenfilms-a
creative
rangeIn
August2025,KoreancompanyCJCGVagreeddealwith
AriaStudio
todevelopjointlyInteractiveCinema,enablingstorylines
tobechangedinreal-timeinequippedcinemas.
Audienceinput(sound/emotion)
willadjustthestoryline.
Thisisnext
stepin
theircinematechdevelopment(ScreenX/4DX).Adaptivestorytellingusesaudiencedatato
makereal
timechangestoafilm.Audiencereactioncan
bemonitoredinseveral
ways:Facialmovements
andphysiological
assessments
are
primary.
spanish
groupprofessor
octopushasbeen
developingreal
time
AI
driven
film-making
for
many
years.EmotionAlisbeing
usedinvariousareasin
filmandTVproduction.Regulationandnegotiatedagreements
actasa
brakefor
some,
but
for
thoseoutside
of
theselimitations,innovationisrife.
The
endofthe
spectrumis
content
being
madein
real
timeusingEmotion
AItools.ImentivEmotionisan
AI
toolthatanalyses
video,audioand
text
toassess
theemotionalcontentandimpactofeachframein
videocontent.
Works
both
forscriptassessment,evaluatingtheemotionalrange
ofactorauditions,andoffering
real-timeanalysisduring
takes.33
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025Spectrumof
Emotion
AIinfilm-makingDeep
Discovery•Mood,Tone,ThemeandTimePeriod•Topics
from
the
content•Popularity
Scores
link
older
titles
to
trending
content,Social
and
culturaltopics•Quantitativeandqualitativeinsights
intocontentrelationshipsAccessibleContent•Low
vision
mode
to
watch
content:•Colourrebalance•Edge
highlighting•RebalancedAudioAffectionate
Intelligence:•Data
from
all
smart
products
and
IOT•Behavioral
patters
resolve
to
understand
emotional
state•Combined
with
personal
bot-ChatThinQRecommendationEnginesandAI:34
Copyright©2025
TechTarget,Inc.oritssubsidiaries.
Allrightsreserved.Omdia
–IBC2025|September2025Amazon’sZero-ShotVirtualproductplacementprojectoffers
a
windowintohow
AIcanhelp
furthermonetizecontentthroughlocalisationAmazon’s
technique
focuses
on
the
replacement
of2Dassets
in
the
background
of
a
video
such
as
posters,magazine
covers
etc.The
current
proposition
is
limited
to2D
assets
because
of
the
limitationsof3rd
acquiredcontentutilizingsingle
view
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