We project over half of the US population will be watching content from at least one ad-supported streaming service monthly by 2026, up from 41.8% in 2022.
Next year, connected TV (CTV) ads will move from conception to creative to production faster. That’s according to Michael Hopkins, vice president of go to market at MNTN, who spoke this week on our “Behind the Numbers: The Daily” podcast.
Global digital video ad revenues will top $360 billion in 2027, according to Omdia. That’s up more than $170 billion from this year. By contrast, video subscription revenues will rise about $30 billion over that period and remain below $120 billion in 2027.
Digital video viewership is being propped up by connected TVs (CTVs), which allow for easy access to streaming apps on the biggest screens in households
Bob Iger’s second Disney tenure will change its streaming future: The returning CEOs acquisition-heavy strategy could mean further streaming consolidation.
Despite the Basic With Ads subscription tier being released just two weeks ago, we’re forecasting Netflix will see US ad revenues of $830 million in 2023, growing to $1.02 billion in 2024. It’s an impressive acceleration in ad revenues, but it puts the company behind a few streaming rivals.
Even as we approach a potential ad spend winter, connected TV (CTV) advertising is in decent shape. Netflix and Disney+ just joined the ad-supported streaming game. Cord-cutters are outpacing pay TV viewers. And YouTube is increasingly watched on CTVs. These five charts offer a closer look at CTV’s past, present, and future.
YouTube’s ad frequency capping solution should help campaign ROI: The video giant cites data suggesting advertisers can earn better returns by showing fewer ads.
We expect US subscription OTT video ad spending to near $10 billion and account for 3.4% of all digital ad spending—and 10.2% of total video ad spending—by the end of 2023.
Disney’s blockbuster streaming numbers aren’t cutting it: Despite a whopping 12.1 million subscribers, investor pressure is pushing Disney to dramatically increase ARPU.
YouTube will have more US viewers than any other over-the-top (OTT) platform, at 231.5 million. Netflix also ranks toward the top, with 169.3 million viewers, and Amazon Prime Video will boast an audience of 152.6 million.
Nearly 60% of US adults watch digital video on non-TV devices, like laptops, tablets, and smartphones, every day. That’s up from 54% last year, and 27% in 2013.
Pro soccer will mark Apple’s first foray into live TV ads: Apple TV+ is one of the last streaming ad holdouts, and the company is honing in on ad revenues.
Warner Bros. Discovery earnings demonstrate the conglomerate’s tricky position: It can’t invest enough to right its ship considering its crushing debt.
YouTube will soon sell subscriptions to other streamers: Major rivals like Netflix and Disney are notably absent as YouTube gears up to take them on.
Around 60% of US TV viewers think the number of ads on Hulu, Discovery+, and HBO Max is reasonable. Fewer of them feel the same about Paramount+ and Peacock, while live TV is considered the biggest offender in this respect.
Apple's streaming price hikes test their brand equity: The tech giant's audio and video services are getting more expensive; will consumers grin and bear it?
Nearly half of the US will watch live sports this year, and nearly a quarter will watch via digital, per our forecast. Live sports streaming isn’t going anywhere, but as the playing field gets more crowded, behaviors among platforms, advertisers, and consumers are shifting.
On today's episode, we discuss what to make of Netflix's subscriber turnaround, how we expect its new ad-supported tier to perform, and how effective we think its new "sharing policy" will be next year. "In Other News," we talk about where Peacock sits within the streaming universe and why streaming viewers are so unhappy with ads. Tune in to the discussion with our analyst Ross Benes.
Netflix just released its final ads-free earnings report: It's the last time the focus will be on subscribers over revenue.