Price hikes helped Disney offset subscriber losses: Disney remained relatively still in its earnings report, but the year ahead will have major shifts.
Worldwide mobile AR revenues will more than double from $18.67 billion this year to $39.81 billion in 2027, per ARtillery Intelligence. These figures encompass revenues from both consumer and enterprise applications, such as productivity software, advertising/marketing applications, consumer spending on in-app purchases and premium apps, entertainment and games development, and retail/ecommerce enablement software.
This year’s upfronts have been unusual, with the haze of the Writers Guild of America strike and a decisive shift toward streaming. From YouTube’s mixed messages to Netflix’s ad-supported tier’s less-than-impressive beginning, here are five trends pinpointed by our analyst.
YouTube is no longer separate from the streaming wars: Almost half of its viewership is on TVs, and advertisers are spending heavily on the platform.
ChatGPT’s popularity, its impact on businesses, and potential for misuse are pushing governments and regulators to set limits. Where do they even begin?
Both companies are fighting to grab a larger share of digital ad spending growth.
While the platform’s ad-supported tier gains momentum, Netflix needs to beef up its targeting capabilities to win advertisers over. Meanwhile, viewers may be turned off by a heavy ad load and a crackdown on password sharing. But global growth shows promise for Netflix’s future.
Meta's major monetization of minors mishap: The FTC has proposed to bar the social giant from using children's data for their ad business.
Shoppable media is gaining momentum as brands look for ways to narrow the gap between discovery and purchase. Just this month, Pinterest, NBCUniversal, Meta, and Yahoo announced shoppable media updates. From AI to QR codes, we dive deeper into these developments and why they may give companies an edge.
Time spent is decreasing across cable and broadcast TV but increasing in streaming. In Q4 2022, streaming boosted overall time spent with TV among US adults, reversing the decline in TV viewing over the past few years, according to Nielsen.
Snap is having trouble monetizing because Snapchat is primarily a chat platform, and “messaging apps are notoriously difficult to monetize,” according to our analyst Jasmine Enberg. The company could lean into its software as a service retail offerings, but consumers also aren’t sold on AR for shopping. Just 12.4% of US adults use AR for shopping, according to our forecast.
Snapchat's Q1 revenues fall short of expectations: Despite lower ARPUs, Snap's saving grace is its coveted younger audience.
UK regulators block Microsoft’s attempt to consolidate a gaming behemoth, sending Activision Blizzard stock spiraling. Microsoft faces a tough antitrust fight.
In the US, 77% of TV-owning households had a smart TV as of Q1 2023, according to Hub Research. Connected TVs, which include smart TVs, streaming sticks, and other devices, will be used in 115.1 million households next year, more than double the number of traditional pay TV households, according to our forecast.
The way advertisers think about TV is changing as it shifts from linear to ad-supported streaming. Here are three developments shaping TV ad measurement, streaming behaviors, and consumer targeting.
Roku stands its ground in Q1 as revenues edge up 1%: Roku has the third-largest share of CTV spending, showing how tight the market is.
There are 3.60 billion people around the world who have phones capable of delivering AR, and 1.06 billion already use mobile AR, according to a March 2023 report from ARtillery Intelligence.
While marketers still view TV as a unique brand-building vehicle, they’re also coming to understand the possibilities that connected TV (CTV) offers. In fact, 52% of marketers currently use CTV for performance marketing with the aim of generating measurable web visits, conversions, and revenues, according to MNTN research.
On today's episode, we discuss how in-flight measurement helps marketers do more with less, the importance of an integrated cross-platform/media performance view, and how to be thoughtful about selecting KPIs. "In Other News," we talk about the significance of Nielsen regaining its accreditation for national TV ratings and what to make of Netflix struggling to livestream its "Love Is Blind" reunion. Tune in to the discussion with our analyst Paul Verna and Stephanie Gall, senior manager of measurement products at Cint.
The world's largest chipmaker forecast a 16% sales tumble in Q2 as the tech sector slows down. Its plans for new factory locations could be in peril.