Streaming's move into profitability signals a maturing ad market—and potentially rising competition and costs. Instead of following the crowd into increasingly expensive streaming inventory, performance marketers can look toward underpriced opportunities in TikTok InStream, native ads, and push. By monitoring creative volume, platform-native execution, new entrants, and landing-page changes, competitive intelligence can help identify where ad budgets are migrating before higher CPMs make the opportunity obvious.
