Observed Signal · Dec 8, 2025 · Forecast · Source: ExchangeWire · Impact: 3/5 · Sentiment: Positive
2026: The Year OOH Advertising Soars with Transparency
The article surveys ad-tech insiders on what 2026 may hold for out-of-home (OOH) advertising, highlighting a continued growth trajectory and rising transparency. It notes Outsmart's Q3 OOH growth of 4.4% to nearly £377m, with classic OOH at 33% of spend and growing 6.5% versus 3.3% for digital. The industry has advanced transparency through the OAAA's Programmatic OOH Transparency Pledge. The market remains buoyant, projected to exceed USD 26bn (£19.71bn) by 2034, driven by digital transformation and urbanisation. Experts foresee DOOH increasingly leading omnichannel campaigns thanks to better data and smarter creative optimization, while AI-enabled workflow improvements are anticipated. Additionally, cross-border programmatic DOOH accounted for 37% of VIOOH's H1 2025 revenue, and the UK OOH market is forecast to grow around 4.5% in 2026.
Positive growth outlook for DOOH with transparency initiatives and multi-year market projections; notable industry insights from multiple experts and a major pledge.
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Key Takeaways & Evidence Grounding
- Outsmart reported Q3 OOH growth of 4.4% to almost £377m
- Classic OOH accounts for 33% of OOH spend, with growth of 6.5% vs digital at 3.3%
- OAAA introduced the Programmatic OOH Transparency Pledge with leading programmatic platforms
- OOH market projected to exceed USD$26bn (£19.71bn) by 2034
- Cross-border programmatic DOOH revenue accounted for 37% of VIOOH's H1 2025 revenue
Connected Companies & Entities
4 Entities mappedRelated Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Asos confirms data breach after rogue app notification
UK fashion retailer Asos has confirmed a data breach involving customers' personal information. Hackers broke into a third-party platform hosting data used for customer communications, stealing names, contact information, home addresses, phone numbers, email addresses, and customer profile notes including search queries. The hackers, calling themselves Xuanye Group, sent an unauthorized push notification through Asos' own app, referencing the compromise of data hosted on Snowflake, a cloud data platform. The notification pressured the company to engage or risk a leak. The attackers reportedly gained access by impersonating a trusted contact to obtain login credentials. Snowflake said its own systems were not breached. Asos has 17 million customers. The incident follows a similar breach at fintech firm Betterment earlier in the year.
Streaming's Cloud, AI, and the Two Market Faces
This article examines the US and UK streaming markets, highlighting their shared technological foundation in cloud and AI, but different strategic priorities shaped by regulation and market structure. The US focuses on monetization and advertising, while the UK balances public service values with commercial growth. Key trends include AI-driven personalization, the rise of agentic AI, and the shift from audience-based to moment-based advertising. Major events like the 2026 UK Media Act, Netflix's ad-tier passing 250 million users, and Sky's acquisition of ITV's media arm exemplify market-specific dynamics. The future lies in 'intelligent rebundling' where owning the customer relationship and intelligence layer is key. Cloud and media experts Rahul Bhatia and Hemant Soni discussed these differences, noting that US platforms prioritize scale, sports, and first-party data, while UK regulations shape design from the start. Architectural decisions involve designing for peaks using serverless, and AI is a revenue engine. Emerging trends include AI-generated films and potential charges for cloud storage.
AI firms hire designers to train their own replacement
An opinion piece by brand designer Sophie O'Connor warns that AI companies are approaching creatives under the guise of paid freelance design briefs, but the real purpose is to harvest their expertise and design judgment to train AI models. O'Connor describes receiving LinkedIn messages and emails praising her taste, only to discover the 'big picture' paragraph mentioning that projects would help frontier AI systems understand aesthetics and creative quality. She criticizes the misleading nature of these approaches, noting that designers may not realize they are teaching AI to eventually replace them. O'Connor also mentions another AI company paying creatives to explain their design decisions, pricing based on how difficult the task is for AI to replicate. She calls for clearer disclosure and discussions about the ethical implications, highlighting concerns from fellow designers like Liz McCracken about the need for regulation.
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