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Video

Netflix’s ad tier rebounds from a shaky launch: With viewer expectations hitting their marks, Netflix is looking to the future of its ad business.

As the possibility of a TikTok ban grows in the US, users are looking for other platforms to satisfy their short-video needs. In a Cowen survey, 26% of adult US users said they’d switch to Instagram Reels, and 21% said they’d head to YouTube Shorts. Meanwhile, 37% had no plans to use another short-video app.

A TikTok ban would put influencer payment policies to the test: YouTube and Instagram are eyed as alternative platforms as the TikTok debate heats up.

On today's episode, we discuss what's going on with Netflix's ad-supported tier, what its plans to crack down on password sharing could do to viewership, and what Netflix's subscriber growth will look like over the next few years. "In Other News," we talk about fuboTV's current position in the market and what people stream the most on their TVs. Tune in to the discussion with our analyst Paul Verna.

An ultimatum by the Biden administration gives ByteDance no recourse but to sell TikTok—which China’s government doesn’t seem likely to allow—or risk being banned.

Time spent with TikTok will reach 55.8 minutes per day among US adult users this year, per our latest forecast, about 9 minutes more than expected in last year’s update. In 2024, time spent will increase to 58.4 minutes, up 4.8% year over year. We also expect TikTok’s US user base to cross the 100 million mark this year.

A writer’s strike would make streaming’s stock market problems worse: Writer and producer pay has fallen 23% in 10 years despite record profits, but streamers are hesitant to spend.

Can Netflix develop an ad stack without Microsoft? After just a few months, the streamer is already showing nervous signs around how to handle its advertising future.

This year, time spent with digital video will officially surpass time spent with TV among US adults. Video advertising is also moving toward digital as advertisers set their sights on connected TV and social video, and even take advantage of retail media networks’ video opportunity. Whether you’re pitching a video ad campaign or reevaluating a tight ad budget, here are five charts that will help with the how, what, where, when, and why of video advertising. Whether you’re pitching a video ad campaign or reevaluating a tight ad budget, here are five charts that will help with the how, what, where, when, and why of video advertising.

Dish Network is still reeling from ransomware attack: With various services and websites offline and their stock hitting a 14-year low, the window for Dish to resolve its ransomware-related outage is closing.

On today's episode, we discuss why CEO Susan Wojcicki is leaving YouTube, the company's top concerns at the moment, and what the future holds. "In Other News," we talk about ads for Apple TV+ and a startup that is attempting to improve ad measurement. Tune in to the discussion with our analyst Evelyn Mitchell.

The sports rights spending of subscription OTT services will increase by more than $3 billion this year to reach $8.5 billion worldwide, according to Ampere Analysis. Their monthly viewership will also grow, per our forecast, surpassing 2 billion for the first time in 2023.

Will streamers band together to create a sports broadcast hub? ESPN is trying to persuade competitors to jump on board, and revenue pressures could sway them.

In the US, TikTok will capture the attention of its adult users for an average of 55.8 minutes a day, with YouTube close behind at 47.5 minutes, according to our forecast. At the other end of the spectrum, Facebook’s adult users will spend just over a half an hour per day on the platform, while those of Reddit will spend only 23.6 minutes with it.

On today's episode, we discuss why Disney+ lost around 3 million subscribers, how much its new ad-supported tier can move the needle, and whether The Walt Disney Co. is more likely to buy the rest of—or sell—Hulu. "In Other News," we talk about how connected TV (CTV) viewers feel about "enhanced" ad formats and what a new category of video called "accompanying in-stream" is all about. Tune in to the discussion with our analyst Paul Verna.

Streamers are raising prices to increase revenues, but Netflix is trying the opposite: The company reduced subscription prices in more than 30 countries as it looks to expand abroad.

Regulatory pressure mounts in EU: The European Commission is following in the footsteps of various US agencies, states, and schools by banning the TikTok app on devices. Will the rest of Europe comply?

More than half of US adults prefer human-generated content across a broad range of media, according to an Ipsos survey. For news and photojournalism, for example, about 70% want to see human-made content. But for marketing websites and movies, US adults are slightly more open to AI-generated content.

For the first time, US adults will spend more time per day with digital video than with TV this year, according to our forecast, as the cord-cutting revolution takes hold. Total time spent with digital video and TV will remain just over 6 hours per day, the same amount it’s been since 2020.