SB Exec Summary

Daily Insights

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TV Forecast

Q4 Forecast

Q1 Forecast

Weekly Forecast

+National

Week-to-Week Pacing Changes

This week showed more Q4 Core pace growth, picking up 1.1 points.

  • October grew by 1.7 points.

  • November climbed 1.1 points.

  • December added 0.9 points.

Nearly every category we measure grew in November this week, except the Northeast region.

Forecast Updates

This week showed significant improvement on the National line, though I always caution that stations don't consistently categorize accounts as Local or National. Still, some major national advertisers are driving the spending -- last week I mentioned Stellantis and Geico, which is still coming down, and we're also seeing adds from UHC for open enrollment, Discover Card in Thanksgiving programming, and more ICE dollars. We also continue to hear about Meta avail requests, with big rates likely coming to sports. On the other hand, some markets have seen Nissan cancel orders due to low inventory.

These gains show minor upside for my estimates, so I've made only small changes this week.

Q4 vs. 2024:

  • +16.3% for October – up 0.4 points from last week

  • -0.7% for November – flat to last week

  • -3.1% for December – up 0.7 points from last week

  • +3.5% for the quarter – up 0.4 points from last week

2026 vs. 2025:

  • Q1: -0.1%

  • Q2: -5.4%

  • Q3: -7.1%

  • Q4: 8.9%

  • 2026: -5.6%

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