Earlier this year, Nielsen reported that, for the first time, more people watch TV via streaming services than both broadcast and cable combined. According to "The Gauge" report, streaming accounted for 44.8% of TV viewership as of May 2025, while broadcast and cable together accounted for 44.2%. And as live sports increasingly become part of the streaming landscape, streaming viewership is not expected to slow down.
"Google, or Meta, makes the majority of their money from driving performance outcomes. If we can take the biggest platform-streaming-and drive performance outcomes, we see a huge Trade Desk-like opportunity to be the leader in the space."