Amazon’s ad revenue surges past $21 billion in Q4
Amazon closed Q4 with more than $21 billion in ad revenue, up 22% year over year, reinforcing how deeply commerce media is embedded in full-funnel strategy. Prime Video and Thursday Night Football continue to pull brand dollars upstream while retail media closes the loop downstream. Growth at this scale signals that performance and brand are no longer separate budget conversations for marketers planning 2026.
Ad-supported television now accounts for 74.2% of all TV viewing
Ad-supported television reached 74.2% of total TV viewing in Q4, marking the highest level of the year, with streaming leading the mix. Football and younger audiences pushed ad-supported viewing up 9% quarter over quarter, outpacing overall TV growth. Audience momentum across streaming, broadcast, and live sports reinforces why CTV and OTT remain central to reach strategies built for both scale and accountability.
Alphabet crosses $400 billion in annual revenue
Google’s parent company, Alphabet, posted more than $400 billion in annual revenue for the first time, fueled by YouTube, Cloud, and accelerating AI adoption across its ad stack. YouTube alone topped $60 billion across ads and subscriptions, cementing its position as the largest streaming platform in the market. Scale combined with AI-driven ad products raises the bar for how marketers think about automation, creative testing, and cross-channel measurement.
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