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Video

Instagram is shutting down its livestream shopping business: The move is the latest sign of US shoppers' disinterest in livestream commerce.

On today's episode, we discuss why some folks think digital ads are getting worse, whether things are looking up for Uber, TikTok’s parent company ByteDance challenging Meta on VR, why Warner Bros. Discovery will continue Discovery+, the Grammys rebounding from the pandemic's effect on viewership, the surprising most littered plastic item in the US, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Suzy Davidkhanian and Max Willens.

Among Gen Zers in the US, those who watch both digital video and linear TV spend 13.1 hours per week with TikTok videos and other user-generated content, per Hub Research.

While overall social network user numbers are rising slowly in the UK, there’s much greater movement in terms of the platforms being used.

Streaming media apps might have to pay up: European regulators could require data-heavy businesses to pay for network expansion and maintenance. This cost will inevitably lead to price increases for subscribers.

Can Fox turn Tubi into a major streaming brand? The free, ad-supported streaming service is in a strong position to weather a difficult chapter.

“Disrupt, make noise, get people talking about Tubi the next day.” That was the goal for the campaign, said Greg Hahn, co-founder and chief creative officer of Mischief, the agency behind Tubi’s “interface interruption” and “rabbit hole”-themed Super Bowl ads. We talked to Hahn about Tubi and Mischief’s advertising approach.

Is Bob Iger really willing to let Hulu go? The new/old CEO eased up on his predecessor’s aggressive buyout ambitions after a rough quarter.

Just as Facebook became the platform that defined millennials’ social media experience, TikTok is cruising toward a similar status for Gen Z—but it’s taking a different route.

As the nation readies itself for Super Bowl Sunday, let’s review how this year has gone for the NFL. The league’s ratings for the 2022–2023 season were down 3% from the prior year, and there’s one big reason to blame: Amazon’s Thursday Night Football. Despite the drop, sports leagues will continue to move full steam ahead with exclusive streaming deals while Amazon waits for consumers to catch up.

In a turn echoing Netflix, Disney+ has its first quarterly subscriber loss: Disney managed to squeeze by thanks to strong parks and movie results, but its streaming venture has hit a bump.

“I think it’s kind of a hard sell,” said our analyst Daniel Konstantinovic of Netflix’s Basic with Ads tier. Existing Netflix users are used to ad-free content, and even a cheaper price won’t win most of them over, he said. Could a potential recession change that?

TikTok’s future is anything but guaranteed: While the app remains king of video for now, Meta and Google are making strides to steal market share.

Previously, we didn’t expect video to hit the 50% milestone until after 2024. With advertisers preserving more of their social video budgets during the downturn, this trend was accelerated.

TikTok bans in colleges go viral: The fallout from students and teachers could be indicative of wider pushback against banning the app.

Disney to bring Hulu ad targeting to its streaming properties: Move should bring efficiencies as Netflix looks to bulk up its ad tier.

Netflix’s latest move means big things for its livestream ambitions: The company will stream the SAG Awards on YouTube this year and on its own platform next year.

Subscription OTT video is chasing linear TV in terms of time spent in the US. We estimate adults still spend significantly more time per day watching TV, but that figure is decreasing and will fall below 3 hours this year. Meanwhile, for subscription OTT video, time spent will surpass an hour and a half per day. But ad spend on these platforms is not proportional to time spent.

The way people watch TV is changing. So are the ways brands advertise on TV. Connected TV has seen “monumental progress in just a handful of years,” said our analyst Ross Benes. But that’s not the full story. Here are key TV behaviors and ad trends to watch in the new year.

In 2022, both YouTube and TikTok captured 46 minutes of their adult US users’ attention each day, per our estimates. Netflix reigned supreme at 60 minutes daily. Time spent with TikTok will tick up every year through 2024, when it will reach 48 minutes per day, but it won’t pass Netflix anytime soon.