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Why the Auto Industry is Cutting Down on TV Ad Spend, and Why it Matters

The auto industry is cutting TV advertising budgets due to declining car sales driven by rising interest rates, economic uncertainty, tariffs, and industry shifts like electric vehicles and ride-sharing, leading major manufacturers like Ford and Jaguar to implement significant cost reductions, which in turn has caused a consistent year-over-year decline in automotive TV ad spend over the past several quarters.

The auto industry is experiencing a decline, with car manufacturers facing budget cuts that have impacted TV advertising spend. According to Jim Edwards for Business Insider, while the US economy has been performing well and retail demand remains strong, the same cannot be said for automobiles. As car manufacturers reduce their budgets, TV advertising in the industry has also decreased.

CNBC reports that car sales are expected to drop in 2019 due to rising interest rates, which lead to higher monthly car payments for consumers. Additional factors such as recent stock market turmoil and uncertainty about the health of the U.S. economy may also contribute to consumer caution. In the EuroZone, economic growth forecasts have been trimmed, with weakness in the auto industry cited as a major contributing factor.

The Economist attributes falling car sales to the tariff war, rapid industry changes (including the rise of electric cars and ride-sharing apps), and a decrease in consumer interest. Regardless of the specific reasons, global car sales are likely to fall, prompting major manufacturers to cut costs. For example, Ford is working to cut $14 billion in annual costs, while Jaguar aims to reduce costs by $3.2 billion per year.

It is not surprising that TV advertising, known for its high costs, is among the areas being cut. Data from MediaRadar’s television industry tracking and the Annual TV Trend Report show significant changes in auto ad spend on television.

How Lowered Auto Ad Spend is Affecting Television — For Now

The auto industry has traditionally been a major buyer of national TV ad space. However, in the past year, automakers have consistently reduced their TV advertising budgets. MediaRadar data shows that every quarter except Q2 2017 has seen a negative year-over-year change in automotive ad spend on TV. Spending by auto companies on national TV has declined year-over-year in eight of the last nine quarters, with the largest drop—a 21 percent decline—occurring in the first quarter of the current year compared to Q1 2018.

The reduction in TV ad spend is especially evident in Super Bowl advertising. While the auto industry was the top spending category for 2018 Super Bowl ads, a nearly $50 million decrease in 2019 dropped its ranking to fourth place.

A Huge Silver Lining for TV: Decreasing Auto Ad Spend Really Isn’t Personal

For TV ad sellers, the dramatic decrease in automotive TV ad spend is not due to a shift to other advertising mediums. MediaRadar research indicates that car companies are not reallocating their ad budgets from TV to newer formats like YouTube or Snapchat. Instead, the overall economic trends in the auto industry are leading to reduced ad investment across all channels.

In 2017, TV accounted for 85 percent of ad spend in the auto industry. In 2018, TV ad spend represented 84 percent of total advertising efforts. Although car makers are spending less on TV advertising, the medium still maintains its dominant share of auto ad budgets.

TV ad sellers may need to wait out the current drop in ad spend, as the auto industry is known for its cyclical nature. Despite the cutbacks, the auto industry remains one of the largest buyers of TV ads. From Q2 2018 to Q1 2019, the auto sector was the fifth largest category for national TV advertising, collectively spending over $6 billion.

A rebound in TV ad spend from the auto industry will depend on the sector's ability to boost revenue and appeal to a new generation of car buyers.