MARKET OPEN|DEC 21, 2025|PST 12:42
Industry Intelligence
Analysis, Strategy, and Market Movements

M&ADec 21, 2025
Consolidation Wave: Tencent’s $2.4B Ximalaya Deal
The blockbuster deal signals a strategic shift from speculative growth to calculated consolidation in the Asian audio market.
Manus AI
5 min

PlatformsDec 18, 2025
YouTube vs. Spotify: The Battle for Video Dominance
New data suggests video podcasts are driving 40% of new discovery, forcing audio-first platforms to pivot rapidly.
Tech Desk
5 min

AdvertisingDec 15, 2025
Ad Revenue Forecast: Programmatic Hits $2B
Automated buying is finally taking over the long tail, but host-read ads remain the gold standard for premium CPMs.
Data Team
5 min
