Connected TV Report
: Analysis on the Market, Trends, and TechnologiesThe connected TV market is accelerating into a platform-driven growth phase: the data show a global market value of $85.4 billion in 2024 and a projected expansion to $203.8 billion by 2034 (internal data). Advertisers are already shifting budgets—global CTV ad spend exceeded $20 billion in 2022 and programmatic buying is capturing an increasing share—while FAST channels, AI personalization, and OS-level plays (independent TV operating systems) are creating the biggest strategic openings and competitive pressure points for publishers, device makers, and ad-tech vendors Keynes Digital SkyQuest.
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Topic Dominance Index of Connected TV
The Topic Dominance Index trendline combines the share of voice distributions of Connected TV from 3 data sources: published articles, founded companies, and global search
Key Activities and Applications
- Content aggregation and unified discovery: platforms consolidate live TV, VOD and FAST channels into a single UX to reduce friction in consumer navigation and retention.
- Programmatic and addressable advertising: real-time ad auctions, server-side ad insertion, and household-level targeting drive higher CPM yield for premium inventory Go Addressable.
- FAST channel creation and distribution: turnkey FAST stacks (channel build + ad ops + distribution) convert back-catalog and niche content into scalable reach and ad inventory
- Interactive and shoppable ad formats: overlays, timed CTAs, and commerce flows inside CTV apps convert attention into direct DTC revenue
- Cross-device measurement and attribution: linking CTV exposure to website/mobile conversions and incremental reach analyses is now central to campaign valuation and is driving investment in identity and privacy-safe matching.
Emergent Trends and Core Insights
- FAST monetization is mainstreaming: free ad-supported channels attract audience scale while lowering consumer price resistance; platforms that streamline FAST creation and yield management win upstream in the content supply chain thechannelstore.tv.
- AI as product glue: machine learning now powers curation, contextual ad selection, and creative personalization—companies offering multimodal AI workflows capture higher ad relevance and session time
- OS and UX control matter strategically: independent TV OS vendors and OEM partnerships (OS embedded on sets) can define the home screen and first-impression ad inventory, shifting bargaining power away from app-level publishers to platform owners
- Programmatic capture is rapid but measurement lags: programmatic CTV spend jumped materially in 2021–2022 and is forecast to continue rising, yet cross-platform attribution, viewability standards, and privacy rules remain unresolved constraints for full monetization Keynes Digital AI Digital.
- Hardware innovation influences form factor and distribution: next-generation displays and device form factors (including ultra-portable and wireless TVs) change installation economics and open new placement and usage patterns for CTV apps displace.tv.
Technologies and Methodologies
- Programmatic stack (OpenRTB / hybrid auctions / header bidding for CTV): techniques to increase yield and reduce latency for line-item delivery.
- AI/ML personalization engines: session-level ranking, contextual ad selection, and generative tools for creative variants that increase ad recall and CTRs anoki.ai tellygence.tv.
- Cloud-native streaming: scalable ingestion, real-time encoding, SSAI and cloud DVR underpin modern FAST and linear OTT channel delivery akta.tech.
- Privacy-first identity methods: server-side audiences, probabilistic linking, and secure multiparty techniques that aim to keep targeting efficacy while complying with tightening regulations.
- Edge and SSAI optimizations: localized ad stitching and adaptive bitrate approaches reduce start latency and improve perceived quality on big screens.
Connected TV Funding
A total of 215 Connected TV companies have received funding.
Overall, Connected TV companies have raised $45.1B.
Companies within the Connected TV domain have secured capital from 1.1K funding rounds.
The chart shows the funding trendline of Connected TV companies over the last 5 years
Connected TV Companies
- Younify.TV — Younify provides a Connect SDK that aggregates a user's watchlists across multiple streaming services and surfaces cross-platform recommendations via a machine-learning engine; the product targets app developers and aggregator use cases and reduces friction in content discovery for consumers
- ElementalTV — ElementalTV delivers a full-stack monetization suite for CTV/FAST publishers that combines audience data, AI-driven curation, and transparent programmatic delivery; it focuses on enabling smaller publishers and FAST channels to extract higher yield from programmatic inventory
- OTT Fuel — OTT Fuel embeds e-commerce and checkout flows inside CTV apps so content owners and brands can capture direct-to-viewer commerce; the company positions TV as a conversion channel and targets DTC and fan-commerce scenarios
- Titan OS — Titan OS is an independent connected-TV operating system that licenses a customizable UX to manufacturers and integrates recommendations, content aggregation, and revenue-share mechanics; by owning the home screen, Titan OS pursues platform leverage beyond a single app
- Displace — Displace produces lightweight, battery-powered wireless 55" TVs and a gesture-enabled OS; its hardware rethinks installation and mobility on large screens, creating new placement and usage patterns that can affect how CTV apps reach viewers in multi-room contexts
Gain a better understanding of 1.3K companies that drive Connected TV, how mature and well-funded these companies are.
1.3K Connected TV Companies
Discover Connected TV Companies, their Funding, Manpower, Revenues, Stages, and much more
Connected TV Investors
Gain insights into 1.2K Connected TV investors and investment deals. TrendFeedr’s investors tool presents an overview of investment trends and activities, helping create better investment strategies and partnerships.
1.2K Connected TV Investors
Discover Connected TV Investors, Funding Rounds, Invested Amounts, and Funding Growth
Connected TV News
Gain a competitive advantage with access to 6.5K Connected TV articles with TrendFeedr's News feature. The tool offers an extensive database of articles covering recent trends and past events in Connected TV. This enables innovators and market leaders to make well-informed fact-based decisions.
6.5K Connected TV News Articles
Discover Latest Connected TV Articles, News Magnitude, Publication Propagation, Yearly Growth, and Strongest Publications
Executive Summary
The business moment for connected TV centers on platform formation: companies that assemble content, identity-safe data, ad yield tools, and a smooth home-screen UX will capture disproportionate value. FAST and programmatic ad demand create immediate monetization pathways, but durable advantage will flow to entities that control either the OS/UX surface, best-in-class AI personalization, or the end-to-end FAST supply chain (content → channel → ad ops → measurement). For incumbents and challengers, practical strategies are (1) secure viable distribution through OEM/OS partnerships or FAST marketplaces, (2) invest in privacy-safe audience matching and measurement to increase advertiser willingness to pay, and (3) integrate commerce and interactive ad formats to diversify revenue beyond CPMs. These are not new ambitions; they are the necessary moves to convert the large addressable audience and rising ad budgets into repeatable, scalable revenue on the big screen.
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