Over the past 48 hours, the streaming services industry has been defined by consolidation around advertising, deeper data partnerships, and intensifying competition for attention rather than pure subscriber growth.
The most concrete move is a new multiyear data sharing deal between Nielsen and Roku, announced December 23. Nielsen will integrate Roku’s large scale connected TV data into its Big Data plus Panel measurement products for both linear and streaming TV, while Roku gains access to Nielsen’s streaming platform ratings. This is significant because Roku devices now account for more than 21 percent of total TV viewing, and The Roku Channel is the number two ad supported streaming app by viewing time. Advertisers will get more precise cross platform measurement, while Roku can benchmark its performance more clearly against rivals.
This deal underscores a broader shift toward ad supported streaming. Nielsen reports a continued move toward free or lower cost, ad funded options, with about seven in ten streaming hours now occurring on ad supported services as of October 2025. Consumers appear willing to trade more ads for lower prices after several years of subscription fatigue and price hikes at major platforms.
On the capital markets side, trading screens highlight Spotify, Roku, and data streaming firm Confluent as the most actively traded streaming related stocks in recent days. Investors are focusing on scalable platforms with clear advertising or data monetization stories rather than smaller niche streamers.
Content and talent deals continue to evolve. Netflix’s recent agreement to license more than 15 shows from iHeartMedia, including franchises like The Breakfast Club and My Favorite Murder, illustrates how video podcasts and creator driven IP are becoming core to streaming lineups. At the same time, industry newsletters describe 2025 as a year in which Netflix, Hulu, Peacock, and major free ad supported platforms like Samsung TV Plus, Tubi, and The Roku Channel all ramped up deals with YouTube native creators.
Consumer behavior is also drifting toward comfort viewing. Recent reporting finds that roughly 60 percent of all TV consumption is now library content rather than new series, with Gen Z and Gen Alpha heavily rediscovering older shows. This favors services with large back catalogs and cheap, easy discovery, reinforcing the push toward bundled, ad supported, and free streaming channels.
Compared with earlier periods when subscriber growth and splashy originals dominated the narrative, the current environment is about scale, monetization, and measurement. Leading platforms are responding by tightening partnerships, leaning into advertising, and using data to prove value to marketers while trying to hold price sensitive viewers with cheaper, ad heavy tiers and deep libraries.
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This content was created in partnership and with the help of Artificial Intelligence AI