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Media & Entertainment

On today's podcast episode, we discuss why Disney+ is losing users, what a Disney+ password-sharing crackdown would look like, and the impact of ESPN Bet. "In Other News," we talk about what the Alliance of Motion Picture and TV Producers is offering at the latest writers strike negotiations and why The Roku Channel has become a legitimate player in the streaming wars. Tune in to the discussion with our analyst Daniel Konstantinovic.

YouTube moves away from third-party measurement for co-viewing: The platform’s decision to use its own data for trading purposes has advertisers worried.

tvScientific aims to make CTV a performance marketing channel: The CPO model integrates with affiliate platforms, offering advertisers a low-risk, high-reward option.

Spotify has reached a record 551 million monthly active users worldwide after adding 36 million new users in Q2—a growth that’s three times greater than the same period last year.

Peacock expands its reach beyond the home: Exclusive live sports to be shown in commercial venues, diversifying audience and increasing brand visibility.

Share of viewing time between cable and broadcast TV in the US fell to a combined 49.6% last month, according to Nielsen.

DraftKings bets on star-studded marketing: Kevin Hart and Ryan Fitzpatrick star in a new ad campaign offering incentives to new users as competition heats up.

Instead of trying to compete with Amazon, Barnes & Noble is changing to appeal to consumers looking for the experience of an independent bookstore with the resources of a large chain. Leaning on local inspiration and a store layout that optimizes discovery, Barnes & Noble is revamping its 596 locations, as well as its membership program.

On today's episode, we discuss how Spotify added a record number of users, the impact of its price increase, and the latest on its podcast business. "In Other News," we talk about how good people are at recalling audio ads and some adjustments to Netflix's ad tier. Tune in to the discussion with our analyst Daniel Konstantinovic.

The Hollywood strike is a chance to explore cheaper ad formats: With new content spending plummeting, streamers are sweetening the deal to keep advertisers on board.

VC and private equity can’t invest in Chinese tech with military inclinations. China is considering countermeasures, which could disrupt tech supply chains.

Cloud gaming expansion is in the works and could sustain user engagement amid content strikes.

A $5B lawsuit over Chrome’s ‘Incognito mode’ privacy moves closer to trial. Plaintiffs argue Google misused data, but Google stands firm on its transparency.

Disney’s future is built on AI: The company has a task force looking for ways to implement the tech across its vast entertainment empire.

While advertising areas like connected TV and retail media boast strong potential, other channels, like social media and linear TV, are losing some steam. That’s why it’s important to explore other ad channels. For example, digital out-of-home advertising has made technological and creative leaps in the past few years, while the women’s sports ad opportunity is expanding. Here are some areas within digital advertising where you may be missing out on unlocking potential.

Most viewers can tolerate ads, actually: Only 16%–17% of viewers can't tolerate them, per Hub Entertainment research, suggesting room for further AVOD growth.

“Barbie” is the top-searched term on Amazon. Shopify has seen a 56% increase in doll sales. And despite a fall in Q2 Barbie doll sales, Mattel believes there will be significant growth for the property in the coming months and years. All of this has Greta Gerwig’s movie to thank.

Microsoft’s Azure is under fire for lax security and unpatched vulnerabilities. Rising criticism stresses the need for improved security or face business loss and trust erosion.

Amazon's ad policy shift: It will claim a larger share of advertising impressions from Fire TV's streaming services, which could strain developer relations.