Week in Charts: Viaplay Bounces Back, Disney Unlocks ITV Audience, and AI Accounts for Half VC Funding

In this week’s Week in Charts: Viaplay bounces back, Disney unlocks ITV audience, and AI accounts for half VC funding.

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Disney+ and ITVX Partnership Unlocks Larger UK Audience for Disney

Last month, Disney and ITV announced an agreement to distribute content on each other’s streaming services in the UK. Data from Ampere Analysis suggests the partnership enables Disney to reach an additional 26 percent of UK households who self-reported using ITVX in the past month, while ITVX will reach an additional 14 percent on Disney+. “The operators are mutually aiming to attract new subscribers and viewers from the audiences of the platform they have shared content with,” said Sam Khoury, Senior Analyst at Ampere. “Disney is seeking to offer its older-skewing content to ITVX users and demonstrate that it provides more than just family-friendly and children’s fare, while ITV is aiming to appeal to younger Disney+ users.”

AI Deals Accounted for Almost Half VC Investment in Q2

AI deals accounted for 49.2 percent of total venture capital (VC) funding value in Q2 2025, according to research from BestBrokers, up from 21 percent in Q2 2020. The study found that the value of non-AI deals has been in decline since 2021, with AI investment boosting overall deal value over the last three years. “What was once a niche industry has now become a dominant part of venture capital spending,” said Paul Hoffman, Analyst at BestBrokers.

US Video Buyers Turn to GenAI for Creating Multiple Ad Versions for Different Audiences

Almost 90 percent of digital video buyers in the US are using or planning to use GenAI for video ad creative, according to an IAB survey. Among those using GenAI to produce multiple versions of video ads, the most common use cases are creating versions for different audiences, visual and style changes, and adapting creative for contextual relevance.

Eighty Percent of US Households Consider Live Events When Choosing SVOD Service

The vast majority of US households consider the availability of live events when choosing to sign up to a paid streaming service, according to a new survey from video cloud services provider Amagi. The research found that 41 percent of consumers consider live event options “a lot” when signing up to an SVOD service, and another 41 percent said these influence their decisions “a little.” Only 18 percent of respondents said live events have no bearing on their choice of paid SVOD service.

The Week in Stocks

Agencies

Shares in S4 Capital rallied on Friday, one week after marketing business MSQ denied it was in merger talks with Sir Martin Sorrell’s firm, denting the company’s stock price.

Viaplay’s share price climbed 28 percent last week, and its market cap has gained 79 percent since the Nordic TV group announced it was taking full ownership of pay-TV business Allente Group. Meanwhile the newly merged Paramount Skydance continues its ascent in what analysts are calling a “meme rally.”

Publishers

Future’s stock price jumped 4 percent last week, but has fallen 20 percent over the past six months.

Ad Tech

Shares in The Trade Desk took another hit last week despite gains for the majority of ad tech stocks.

Tech

US tech stocks dipped on Monday as investors look to Nvidia’s earnings tomorrow, in what analysts are calling a critical test for gauging confidence in the AI market.