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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.

Facebook

Video5.

Prime

Video1.

YouTube2.

InstagramReels3.

Netflix4.

TikTok5.

Facebook

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

Google

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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