iWorld
How Amazon, Flipkart performed in 2020
KOLKATA: The stringent lockdown during the early phase of the Covid2019 pandemic brought about sea changes in consumer behaviour in India. E-commerce was one of the sectors which emerged as beneficiaries thanks to first time online shoppers and increasing online payment. Among the leading players, both Amazon and Flipkart grew substantially.
While Amazon started the year 2020 with a substantial lead on penetration, Flipkart has closed in by December. Both etailers grew reach, as more consumers shifted online during the age of social distancing. However, Flipkart’s 20 per cent growth left Amazon’s five per cent growth, although on a much larger base, looking low, a report from Kalagato said.
Moreover, e-commerce penetration has deepened across the board. Interestingly, the highest growth was seen among older customers of 45+ age group and the 35–45 age group to a lesser extent. The former category has the potential to unlock further growth for the sector, as it still remains the most under penetrated segment. Data from the research firm also showed that this is the cohort where the gap between Amazon and Flipkart is the biggest.
From the transacting/paying customers, Flipkart performed better in the year. While the Walmart-owned online retailer started 2020 on a stronger footing than Amazon, the platform has come out on top through the pandemic as well, the report added. Amazon grew transacting reach by 1.5X, while Flipkart doubled it during the year. The growth was sharper among females, tier-3 towns and older customers.
Flipkart with higher open rates and time spent also led in average transaction value per customer at 12 per cent higher order values on average than Amazon, and a whopping 30 per cent lead during the festive period – October 2020. But an Amazon customer orders 30 per cent more frequently than a Flipkart customer, highlighted the report. The better loyalty of Amazon customers have been attributed to holistic bundled service including Prime Video content.
The report added that Flipkart would need to work on greater reach and desirability, whereas Amazon needs to move its inactive base into transacting customers. Moreover, the entry of Reliance Industries with Ajio and JioMart and the Tata Group with TataCliq and its investment into 1MG and BigBasket has made the competitive e-commerce space more complicated.
iWorld
Netflix ad revenue set to soar past $8bn by 2030, outpacing CTV rivals: Warc
From $1.5bn in 2025 to $8bn in 2030, Netflix is fast becoming a CTV ad powerhouse
MUMBAI: Netflix is turning heads in the advertising world, with forecasts showing its ad revenue set to surpass $8 billion by 2030, outpacing the wider connected TV (CTV) market, according to the latest Warc Media Platform Insights report.
The streaming giant’s advertising journey gained serious momentum in 2025, generating over $1.5 billion, a remarkable increase of more than 2.5 times compared with the previous year. Management aims to roughly double that figure again in 2026, targeting around $3 billion.
Rather than waiting for the market to grow, Netflix is going after a bigger slice of the existing CTV ad pie, and the strategy appears to be paying off. Analysis by Omdia, cited by Warc, predicts Netflix will account for 9.2 per cent of global CTV advertising spend by 2027. By then, the company’s ad growth is projected to hit 58 per cent year-on-year, while the overall CTV market grows at just 9.9 per cent.
CTV may be booming, but traditional TV continues to shrink, losing spend to digital channels and retail media, according to Warc’s latest Global Ad Trends report, Media’s new normal. Despite this, Netflix is focused on monetising its expanding ad inventory with better infrastructure and smarter tools, turning what is currently a small 3 per cent slice of its total revenue into a high-growth engine.
WPP forecasts that Netflix’s $3 billion ad target in 2026 would place it as the 27th-largest global ad seller, just behind French media group RTL. Yet the company sees its relatively modest ad business as an advantage, providing a buffer against market fluctuations while it ramps up operations.
Looking ahead, a potential acquisition of Warner Bros. Discovery could give Netflix even more content to offer and bundle, helping to retain subscribers, attract new members, and sustain long-term revenue growth. For now, the platform is quietly staking its claim as a rising star in the CTV advertising arena.
