Are Disney+, HBO Max, Hulu, Discovery+, and Peacock on their way from five to two? Our analyst Jeremy Goldman thinks it could happen by 2025. He shared his thoughts on a recent “Behind the Numbers” podcast.
Apple replaces Pepsi as the Super Bowl Halftime Show sponsor: As it goes back and forth on a $2.5 billion Sunday Night Football deal, Apple is stepping up to the pop culture plate.
As Facebook, YouTube, and Instagram chase TikTok’s success in cornering short-form video, the race underscores just how important video has become as a marketing channel.
On today's episode, we discuss why we are heading towards fewer video streaming platforms, what this means for consumers and what this means for advertisers. "In Other News," we talk about what to make of a few positive economic indicators and whether BeReal is about to be copycatted out of existence. Tune in to the discussion with our director of Briefings Jeremy Goldman.
YouTube is toying with its ad strategy. The platform is beefing up Shorts by including ads; it tested users’ ad tolerance by running as many as 10 unskippable ads before videos. The experiment has been a headache for users, but the central question isn't new: How many ads and ad breaks will users put up with?
Reels, Reels, and more Reels: Facebook released an API for Reels, allowing users to share short-form videos to the app from outside platforms.
TikTok swoops in to fill the addressability drought: D2C brand spending increased 231%, but its lead won’t last forever.
Streamers won't sacrifice their brands for sports rights: Disney is keeping gambling at arm’s length while Apple and Amazon run from a Saudi golf deal.
On today's episode, we discuss what to note about TikTok's ascent, how much time on social media is spent watching video, and the discrepancy between TV and connected TV ad spend. "In Other News," we talk about how Instagram Reels' engagement stacks up against TikTok's and whether ad-supported video-on-demand (AVOD) ad spending can overtake traditional TV ad spend by 2025. Tune in to the discussion with our analysts Jasmine Enberg and Paul Verna.
Showtime’s time may be over: Parent company Paramount is looking to consolidate its streaming brands under one flagship service.
In July, 83% of US adults said their household has an Amazon Prime Video, Hulu, and/or Netflix subscription. That figure has surged over the past eight years, up from 47% in 2014.
Disney looks to emulate Amazon with membership offering: The entertainment giant could also advance its flywheel by introducing in-app commerce for Disney+ and improving cross-selling opportunities.
On today's episode, we discuss what to make of HBO Max merging with Discovery+, Apple TV+'s content push, and Peacock's recent struggles. "In Other News," we talk about the significance of the Big Ten's latest media rights deal and why streaming may have just surpassed cable. Tune in to the discussion with our analyst Ross Benes.
TikTok and YouTube are taking short-form video to CTVs: Strong viewer growth is making TV screens the next battleground for digital video dominance.
Roku’s in a “Weird” situation: When your best chance to grow is a “Weird Al” Yankovic biopic, things can’t be going that well.
Netflix’s ad-supported plans have an image problem: Concerns are swirling about the value of its upcoming subscription tier.
Streaming hits a major milestone: Time spent streaming beat out broadcast and cable for the first time ever last month.
On today's episode, we discuss the most pressing questions related to The Walt Disney Co.'s streaming platforms: what should we make of the recent price increase announcement, will Hulu soon become a tile within the Disney+ app, and what is the significance of Disney+ expecting to sign up fewer subscribers in the future? "In Other News," we talk about whether streaming will save sports or kill it and why folks are more likely to put TV subscriptions on the chopping block. Tune in to the discussion with our analyst Ross Benes.
Smart TVs are staring down a very different landscape: Hardware sales will recover this year as the industry addresses concerns about miscounting ads.
TikTok’s growth could be stifled by ties to China: Intense demand and repeated scandals have the company twisted in a knot.