Connected TV Consolidation: Roku, Amazon, Netflix, Disney

Part of EPR's AdTech & MarTech pillar 2026 · AdTech & MarTech CSI 2026 · Retail Media 2026 · Measurement Fragmentation

By the Everything-PR Editorial Team

Published June 2026.

The ad-supported tier of every major streaming service is now in production. Netflix Ads launched in November 2022, three years after Reed Hastings ruled out advertising on the platform. Disney+ followed with the Disney+ Basic ad tier. Amazon Prime Video flipped to ad-supported-by-default in January 2024 — the largest single audience pivot in modern television history. Connected TV (CTV) is the channel where linear TV budget is actually moving, and the consolidation has compressed faster than the 2022 forecasts predicted.

This is the operating reference on the CTV inventory landscape, the device-side versus content-side dynamics, and what brand teams need to know to buy.

The Two Sides of the CTV Surface

The CTV surface is structurally bifurcated between the device side (the TV operating system and the connected-device home screen) and the content side (the streaming service and its ad inventory). Brand-side buyers transact with both, often through the same DSP integration, but the inventory carries different audience signal, different price economics, and different measurement maturity.

Device-side operators. Roku Advertising runs the largest connected-TV-OS ad operation by U.S. installed-base reach. Amazon Fire TV runs the second-largest device-side surface, with deep integration into the Amazon Ads DSP. Samsung Ads runs the device-side advertising on Samsung smart TVs (the largest U.S. smart-TV brand by sales). LG Ads runs the equivalent for LG smart TVs. Vizio (acquired by Walmart in 2024) runs the device-side surface that Walmart Connect is increasingly cross-selling.

Content-side operators. Disney Ad Sales (Disney+, Hulu, ESPN, ABC) carries the largest premium-content portfolio. NBCU One Platform unifies Peacock, NBC, USA, Bravo, and the broader NBCU portfolio under a single buying surface. Paramount Ad Sales (Paramount+, CBS, MTV, Comedy Central, Pluto TV) carries the Paramount portfolio. Warner Bros Discovery covers Max, CNN, TNT, Discovery. Netflix Ads operates Netflix's ad-supported tier in partnership with Microsoft Advertising. YouTube CTV is the largest single content-side ad surface and is sold separately by Google.

What Changed Between 2022 and 2026

Three structural shifts have reshaped the CTV economics since the category's mid-2022 inflection point.

Netflix went from advertising-hostile to advertising-dependent. The Netflix Basic with Ads tier launched November 2022, exceeded subscriber forecasts in every quarter through 2024, and is now the fastest-growing Netflix subscription tier. The platform's commercial model has restructured around ad-supported subscribers rather than around premium-only subscribers.

Prime Video flipped the audience structurally. Amazon's January 2024 decision to make Prime Video ad-supported by default — requiring subscribers to pay extra to remove ads — pivoted approximately 100 million U.S. Prime Video subscribers into ad-supported audience overnight. The single largest audience pivot in modern television history.

The FAST (Free Ad-Supported Streaming TV) category compounded. Pluto TV, Tubi, Roku Channel, Freevee (Amazon's FAST channel), Samsung TV Plus, and LG Channels accumulated meaningful audience scale across 2022–2026 as cord-cutting consumers migrated to free linear-style streaming as a complement to or substitute for traditional cable.

What Brand Buyers Need to Know

Three operational realities define the 2026 CTV buy.

Inventory is finite and increasingly competitive. Unlike the open-web display ecosystem, CTV inventory is fundamentally capped by the underlying content runtime. Premium CTV inventory in particular — large-audience moments inside Disney, NBCU, Paramount, and Netflix — sells through and runs out, especially during sports and major-event windows.

Frequency capping is structurally broken. The household-level frequency problem in CTV — the same viewer seeing the same ad multiple times across multiple devices and multiple services because no single platform sees the whole picture — has not been solved. Innovid, FreeWheel, LiveRamp ATS, and the major DSPs have partial solutions, none complete.

Measurement is fragmenting, not converging. Each platform (Netflix, Disney, NBCU, Amazon, Roku) increasingly runs proprietary measurement methodology that does not reconcile cleanly with the others. Nielsen, Comscore, iSpot, and VideoAmp run cross-platform measurement at varying quality levels.

The Vendor Map

Device-side: Roku Advertising, Amazon Fire TV (Amazon Ads), Samsung Ads, LG Ads, Vizio (Walmart Connect).

Content-side: Disney Ad Sales, NBCU One Platform, Paramount Ad Sales, Warner Bros Discovery, Netflix Ads, YouTube CTV.

FAST channels: Pluto TV (Paramount), Tubi (Fox), Roku Channel, Freevee (Amazon), Samsung TV Plus, LG Channels.

Ad serving and infrastructure: Innovid, FreeWheel (Comcast), Magnite SpringServe.

Cross-platform measurement: Nielsen, Comscore, iSpot, VideoAmp.

Related EPR Coverage

• AdTech and MarTech Pillar 2026
• Retail Media in 2026
• Measurement Fragmentation
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