
By Pedro Wren
So we just hit $1.07 trillion in global ad spend. That’s worth pausing on for a second.
In my twenty years analyzing media trends, I’ve seen a lot of predictions come and go. But what’s happening now – across streaming, podcasts, retail media, and AI – is genuinely shifting how people consume media and how advertising works.
Let’s break down what’s actually changing, backed by data from Kantar, WARC, Dentsu, WGSN, GWI’s latest reports and some top tier news.
MEDIA TRENDS 2025: THE DATA THAT MATTERS
RECORD-BREAKING AD SPEND
- Global ad spend hits $1.07 trillion (highest in 6 years)
- North America: +8.6% to $347.5bn
- Europe: +5% growth
- UK: +8% to $47.5bn (Source: Kantar Media Trends 2025)
STREAMING PLATFORMS EMBRACE ADS
- CTV: +19.6% to $35.2bn
- 40% of new Netflix/Max subscribers choose ad-supported
- Prime Video adds 50bn new ad impressions
- Most Peacock, Hulu, Discovery+, Disney+ users opt for ads
- Ad-supported tiers becoming default
- Major investments in live sports (Amazon’s 11-year NBA deal, Netflix’s WWE partnership)
- Linear-style programming schedules
- Addition of commercial breaks
- As one report suggests, maybe it’s time to stop differentiating and just call it TV.
PODCAST CONSUMPTION OVERTAKES RADIO
- Morocco: +243% listener growth
- Kenya: +56% increase
- South Africa: +47% growth
- 37% attend live events
SOCIAL MEDIA LOSES ITS GRIP
- Engagement: down from 43% to 31%
- Only 15% watch social ads to completion
- 60% of Google searches end without clicks
- Social media: 22.6% of global ad spend
RETAIL MEDIA BECOMES A POWERHOUSE
- Growing at 12.7% annually
- Amazon: $50bn ad revenue in 4 quarters
- Walmart adds 18M active accounts via Vizio acquisition
- Retail media to double share to 14.3% by 2026
AI RESHAPES CUSTOMER SERVICE
- 84% want AI interaction disclosure
- Klarna AI handles 2.3M conversations monthly
- Response times 5x faster than human agents
- 25% reduction in repeat inquiries
- AI tools showing 200% YoY reach increases
- 40% lower CPM through AI targeting
TV PROVES ITS WORTH
- 78% watch sports on linear TV
- Super Bowl 2024: highest single-network telecast ever
- Connected TV growing 19.6%
- Traditional TV remains king for sports content
MEASUREMENT EVOLUTION
- 87% CMOs using attention metrics
- Marketing Mix Models become real-time
- Cross-channel measurement standardization
- Google Meridian launches globally
Now, let’s dive in detail on what’s genuinely shifting the media landscape in 2025.
We just hit $1.07 trillion in global ad spend. That’s worth pausing on for a second. Despite ongoing economic uncertainty, ad investment is seeing its strongest growth in six years. North America leads with +8.6% to $347.5bn, while Europe’s rising 5%. The UK secured the largest spend in the region, growing 8% to $47.5bn (Kantar Media Trends 2025).
What’s driving this growth? The convergence of traditional and digital media has created more effective advertising opportunities. When you combine this with better measurement capabilities and more precise targeting, advertising is simply working better than ever before.
The streaming landscape has transformed dramatically. Connected TV ad spend is jumping 19.6% to $35.2bn, while 40% of new Netflix and Max subscribers are choosing ad-supported tiers. Prime Video’s bold move to make ads the default added 50 billion new advertising impressions to the market (dentsu Media Trends 2025).
As GLADTOBE foresaw, streaming services are increasingly adopting traditional TV characteristics. They’re adding linear-style programming schedules, commercial breaks, and making major investments in live sports – Amazon’s 11-year NBA deal and Netflix’s WWE partnership signal a fundamental shift in how these platforms operate.
As Kantar’s report suggests, we might need to stop differentiating and just call it TV. For advertisers, this convergence means rethinking channel-specific strategies. The future isn’t about choosing between streaming and traditional – it’s about understanding how different formats serve different viewing behaviors.
Here’s a milestone worth noting: podcasts have officially overtaken radio in key markets. The Middle East and Africa lead this revolution, with Morocco seeing a staggering 243% growth, Kenya 56%, and South Africa 47% since late 2021 (GWI Podcasts 2024).
The transformation extends beyond just numbers. Video podcast consumption has increased by 88% on Spotify, with 21% of teen podcast time now dedicated to video. Even more telling, 37% of listeners are attending live podcast events, transforming a purely digital medium into a multi-channel experience (GWI Podcasts 2024).
For advertisers, this shift offers unique opportunities to reach premium product buyers when they’re highly engaged. Gen Z podcast listeners are more likely to purchase premium versions of products, and the medium allows hosts to deliver ads in their authentic voice, making the content feel less intrusive than traditional advertising.
Social media engagement has plummeted from 43% to 31%, and only 15% of users watch social ads to completion (Kantar Media Trends 2025). Meanwhile, 60% of Google searches now end without clicks as users get answers directly in search results (dentsu Media Trends 2025).
But as traditional social engagement declines, community-based interaction is thriving. On Reddit, communities like r/Costco and r/Silverado are in the platform’s top percentile without any official brand affiliation. These aren’t just discussion forums – they’re powerful purchasing influencers that traditional advertising can’t match.
For marketers, this means moving beyond traditional social media metrics toward community-building strategies that foster genuine engagement. The data shows that while social media accounts for 22.6% of global ad spend, its effectiveness is waning – suggesting it’s time to reallocate budgets to more engaging channels.
Retail media is growing at 12.7% annually, and there’s a good reason why. Amazon generated over $50 billion in ad revenue in just four quarters, while Walmart’s Vizio acquisition adds 18 million active TV accounts to their advertising reach. Industry forecasts suggest retail media will double its share to 14.3% by 2026 (dentsu Media Trends 2025).
What makes retail media particularly powerful is its ability to connect advertising directly to purchase data. This closes the loop between exposure and action in ways social media and traditional display never could. For brand marketers, this means unprecedented ability to track and optimize campaigns based on actual sales data.
While everyone’s talking about AI chatbots, the real transformation is happening behind the scenes. Media buyers using AI tools are seeing 200% YoY reach increases and 40% lower CPMs through enhanced targeting (dentsu Media Trends 2025). Meanwhile, customer service AI, like Klarna’s system, handles millions of conversations monthly at five times the speed of human agents.
However, integration comes with clear consumer expectations: 84% want transparency about AI interactions (Kantar Media Trends 2025). The environmental impact is significant too – training these models requires massive computing power and resources. For marketers, the key is balancing AI’s efficiency gains with transparency and sustainability concerns.
Marketing Mix Models are getting a major upgrade in 2025. Google’s Meridian launch signals a shift toward real-time optimization and cross-channel measurement. Meanwhile, 87% of CMOs are either using attention metrics or running early pilots (dentsu Media Trends 2025).
The real breakthrough is the ability to connect different measurement approaches. By combining MMM insights with granular attention data, brands can finally bridge the gap between long-term brand building and short-term performance. This evolution in measurement enables marketers to justify investment across both traditional and digital channels while optimizing campaigns in real-time.
The end of data silos and the rise of unified measurement approaches means marketers can finally understand the true impact of their media investments across all channels. This shift toward more sophisticated measurement will continue to drive the industry’s growth and effectiveness.
Future Outlook: What It All Means
These trends point to three major shifts:
- Media Convergence
The boundaries between traditional and digital media are dissolving. Streaming platforms are adopting linear TV characteristics, podcasts are becoming video-first, and retail media is transforming into an entertainment platform. For marketers, success means thinking in terms of audience behaviors rather than channels.
- The Power of Communities
Whether it’s niche Reddit forums or podcast fan groups, community engagement is becoming more valuable than broad reach. This shifts the focus from impression counts to engagement quality.
- Closed Loop Measurement
With the rise of retail media and advanced MMMs, we’re finally able to connect media exposure directly to business outcomes. This will fundamentally change how budgets are allocated and campaigns are optimized.
The Trillion-Dollar Question
That $1.07 trillion in global ad spend isn’t just a number – it’s proof that despite fragmentation and complexity, advertising works better than ever. The key is understanding how these trends interconnect. Social media’s decline coincides with community growth. Search’s evolution connects to retail media’s rise. Each shift creates new opportunities for brands willing to adapt.
For marketers in 2025, success means embracing these interconnections. It’s not about choosing between traditional and digital, or between brand and performance. It’s about understanding how all these pieces fit together to drive business results in an increasingly complex media landscape.
Resources: