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On today鈥檚 podcast episode, we examine Netflix from all angles. While subscriptions were up in Q3 of this year, they were down compared to the previous Q3. Find out everything you need about the streamer鈥檚 quarterly report by listening to the discussion with Senior Director of Podcasts and host Marcus Johnson and Analyst Daniel Konstantinovic.

OTT video subscription revenues will hit $50.56 billion this year, an increase of 12.5% YoY, according to our forecast. Revenues will climb to $64.12 billion by the end of 2026.

US Sports Streaming 2024 (Subscription required). US Ad Spending by Industry 2024(Subscription required). Methodology: Estimates are based on the analysis of survey and web traffic data from research firms and regulatory agencies, sales projections, historical trends, company-specific data, and demographic and socioeconomic factors.

Subscription streaming services produced 77 fewer seasons during the same time frame. And the number of both scripted and unscripted series declined. Combined, scripted and unscripted premieres declined 21% in 2023, according to Luminate data cited by The Hollywood Reporter.

The number of streaming services with at least $1 billion in US connected TV (CTV) ad revenue is set to quadruple from 2020 to 2026, per our March 2024 forecast. The boom isn鈥檛 without its growing pains, though. Advertisers still need to face confusion with fragmentation, unreachable audiences who pay for ad-free streaming, and problems with campaign measurement. We delve into these three challenges and provide solutions.

The news: The Interactive Advertising Bureau (IAB) and two other industry groups are suing the Federal Trade Commission to block proposed 鈥渃lick-to-cancel鈥� rules that would require digital services to let consumers cancel subscriptions via the same method they used to sign up.

This move could help DirecTV attract cord-cutters and younger audiences who prefer free, ad-supported content over traditional pay-TV subscriptions. The integration of the "Your TV" aggregation feature suggests DirecTV is focusing on personalization and user experience to compete in the crowded streaming market.

Our take: With global streaming growth slowing significantly鈥攎ore than 25% of the world population will pay for over-the-top video this year鈥攎arkets with significant ground to be captured are hotly contested. With a glut of subscription offerings in the market, acquiring the free MX Player service will give Amazon a significant leg up.

It鈥檚 not just Charter Spectrum鈥攁 similar dynamic played out last month with DirecTV and Disney, resulting in DirecTV offering Disney+ and Hulu subscriptions. Linear pay TV services are stuck between a rock and a hard place in these negotiations: Streamers like Disney, Paramount, and NBCU also own some of the most-viewed channels on linear TV and can withhold access if their terms aren鈥檛 met.

The news: CNN launched a $3.99/month digital paywall for US users, requiring a subscription after a set number of free articles. Hinted at in July, the move aligns with a growing trend among media outlets like The New York Times, which have had success boosting digital revenues through subscription models.

The news: OpenAI is looking to raise prices for ChatGPT Plus subscriptions with a $2 per month increase this year and up to $44 a month in five years, per documents reviewed by The New York Times. ChatGPT Plus, which currently costs $20 a month, could follow the lead of popular streaming services that periodically raise prices with hopes that customers will pay extra to retain their subscriptions.