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CTV upfronts just passed primetime linear TV

EMARKETER forecasts $17.73B in 2026 U.S. CTV upfront commitments, ahead of $16.98B for primetime linear. Here is what the crossover does and does not mean for media plans.

Addressable Media August 2026 Market analysis

The crossover

$17.73B

CTV upfront forecast

$16.98B

primetime linear forecast

For the first time, EMARKETER expects advance CTV video commitments to finish ahead of primetime linear TV upfront spending.

TV advertising crossed a line that would have sounded unlikely a few upfront cycles ago. EMARKETER forecasts $17.73 billion in 2026 U.S. CTV upfront ad spending, compared with $16.98 billion for primetime linear TV. The lead is narrow, but the direction is hard to miss.

This is not a declaration that linear TV disappeared. It is evidence that buyers now trust streaming with the kind of advance commitments once reserved for the safest part of a television plan. The money is catching up to the audience.

The commitment

CTV moved from the test budget into the upfront

EMARKETER's comparison covers CTV video dollars committed in advance through TV upfronts, IAB NewFronts, and other buying events. On that basis, CTV finishes $750 million ahead of primetime linear in the 2026 forecast.

That matters because an upfront is a confidence signal. Buyers commit before every impression has run. They do it to secure inventory, improve rate certainty, and hold premium programming. CTV now attracts more of those commitments than primetime linear.

2026 U.S. upfront ad spending forecast

Billions of dollars committed in advance

CTV leads by $750M
Connected TV$17.73B
Primetime linear TV$16.98B

EMARKETER forecast, April 2026. CTV includes video spending committed through TV upfronts, IAB NewFronts, and other advance-buying events.

The audience

Viewing crossed first, then committed dollars followed

Nielsen recorded the audience crossover in May 2025. Streaming captured 44.8% of total TV usage, while broadcast and cable combined for 44.2%. It was the first month streaming finished ahead of the two traditional categories together.

About a year later, EMARKETER's upfront forecast put CTV ahead of primetime linear. Audience behavior and buying behavior are different measures, but their sequence is useful. Viewers moved first. Large advance commitments followed.

May 2025 share of total TV usage

Nielsen's The Gauge

Streaming44.8%
Broadcast and cable combined44.2%
Broadcast 20.1% Cable 24.1%

Streaming usage was also 71% higher than in May 2021. Nielsen cautioned that the crossover could move back and forth with seasonal programming, but the long-term direction was already visible.

May 2025

Streaming wins the viewing share

44.8% versus 44.2% for broadcast and cable.

2026 forecast

CTV wins the upfront comparison

$17.73B versus $16.98B for primetime linear.

The market

$37.95 billion puts the milestone in context

The upfront number is only part of the CTV market. EMARKETER's December 2025 forecast projected total U.S. CTV ad spending at $37.95 billion in 2026, up 14.5% for the year. Advance commitments therefore sit inside a much larger mix of direct, programmatic, and flexible buying.

More budget does not make every CTV buy effective. It raises the standard. Targeting, measurement, frequency control, and supply quality now have to support a core media channel rather than an experimental line item.

$37.95B

total U.S. CTV ad spend

2026 forecast, up 14.5%

Core budget

Plan CTV against the same reach, frequency, and outcome standards as other major channels.

Measurement

Define success before launch and separate incremental lift from activity that would happen anyway.

Inventory

Reserve scarce programming early, but do not lock every dollar before performance data arrives.

Supply

Know who sold the impression, where it ran, and how many times the household saw it.

The self-audit

Has your media plan caught up?

The crossover does not require a reflexive budget shift. It does require a fresh look at assumptions that still treat CTV as a small experiment. Start with five questions.

Is CTV a real budget line?

A token test cannot answer the same questions as a sustained reach and frequency plan.

Can you identify the audience?

Know which first-party, publisher, or modeled signals define the households you want to reach.

Can you prove incrementality?

Measure lift, site activity, search response, and sales outcomes instead of stopping at impressions.

Do you know the supply path?

Understand the publisher, DSP, fees, inventory quality, and frequency controls behind the buy.

What should be committed early?

Reserve scarce premium inventory where timing matters, while keeping room to optimize the rest.

The milestone is real. The strategy still has to earn the result.

CTV has the audience and now the commitment volume. The next advantage comes from buying it with better data, cleaner measurement, and a clear role in the full media plan.

Plan a CTV campaign