Top 5 Media Landscape Insights- June

Stay ahead of the curve in today’s ever-evolving media landscape with DirectAvenue’s Top Five Critical Media Landscape Observations. We provide you with critical network updates and emerging media trends in a clear, digestible format.

June 1, 2025

1. Salesforce to Buy Informatica for $8B: Salesforce, a leading enterprise software company, is set to acquire AI-driven cloud data management firm Informatica for nearly $8 billion. The company stated that this acquisition will bolster its AI capabilities, allowing it to implement more advanced, autonomous AI solutions while maintaining safety, responsibility, and scalability throughout its operations.
2. ESPN Hitting The Road With ‘SportsCenter,’ Streaming In The Front Seat: Walt Disney is gearing up for a major marketing campaign ahead of ESPN’s anticipated streaming service launch this fall. A key part of this strategy focuses on “SportsCenter,” the iconic, year-round sports highlights and news program that remains a cornerstone for the network’s dedicated TV audience.
3. Nielsen: 66% Of Marketers Plan To Increase CTV Spend This Year: According to a recent Nielsen marketing survey, 66% of marketers intend to boost their connected TV (CTV) and OTT ad spending in North America over the next year—an increase from 44% last year. This shift is happening despite projections of a generally sluggish upfront TV-video ad market, affecting both linear TV and streaming.
4. Streaming TV’s 44.3% April Share Nearly Tops Total Broadcast/Cable: Streaming TV continues to close in on traditional television, nearly matching the combined viewership of broadcast and cable, according to Nielsen’s total TV and streaming measurement. In April, streaming accounted for 44.3% of total viewing, just one percentage point shy of the 45.3% combined share for broadcast and cable.
5. Walmart’s global ad business soars 50% following Vizio integration: Walmart’s global advertising revenue rose 50% year over year in fiscal Q1 2026, driven in part by its acquisition of connected TV company Vizio, according to its earnings report. Excluding Vizio, the ad business still saw a 27% YoY increase, CFO John David Rainey noted during an analyst call. Meanwhile, Walmart Connect—its U.S. retail media division, which currently excludes Vizio—experienced a 31% YoY growth in ad sales for the quarter.

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