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Bloo, a virtual persona developed by creator Kwebbelkop, has amassed 2.5 million subscribers and generated seven-figure revenues, CNBC reports. Van den Bussche uses AI for everything from thumbnail creation to multilingual dubbing, and aims to make Bloo fully autonomous. New tools like Hedra鈥檚 Character-3 and Google鈥檚 Veo 3 are making AI video creation more accessible and affordable.

The UMG deal underscores the power struggle between streaming platforms and record labels, with investors eager to assess its financial impact. With strong pricing flexibility and tighter cost controls, Spotify appears well-positioned for long-term profitability鈥攅specially as it continues to monetize its non-podcast media efficiently.

Who will be the MLB鈥檚 new streaming partner? As MLB鈥檚 partnership with ESPN is ending, Apple TV+ could eye a deal to expand its sports catalog.

Leveraging AI and cloud streaming capabilities will depend on consumer interest, and any actual value for users hinges on whether Netflix can create games that stack up against their own IP. This article is part of 蘑菇AV鈥檚 client-only subscription Briefings鈥攄aily newsletters authored by industry analysts who are experts in marketing, advertising, media, and tech trends.

Key stat: YouTube Premium, Premium Lite, and YouTube Music surpassed 125 million subscribers in 100 countries and 20 languages in March, indicating unparalleled reach potential for Shorts. The caveats: Pushing Shorts to the top of the YouTube app on TVs is rubbing some users the wrong way.

笔补谤补尘辞耻苍迟鈥檚 streaming growth offsets legacy TV decline: Streaming revenues surge, but ad revenue from linear TV continued to decline, highlighting the company鈥檚 shifting priorities.

Netflix relies more on ad-free viewers than any comparable streaming service does. Just 2 in 10 US Netflix subscribers see ads, per Q1 2024 Hub Research data. Our forecast shows penetration of US Netflix ad-supported viewers may be even lower, at 7.5%. But that figure is rising as more viewers trade down to its ad-supported tier or create new subscriptions at a lower cost.

SiriusXM struggles to pull off streaming: A low revenue forecast prompts the company to reexamine its strengths in a crowded field.

Its paid subscriber base dropped to 562,000 in Q4, down 640,000 YoY. Sales of its kits in Q4, which accounted for 84% of 23andMe鈥檚 revenue, declined $6.9 million YoY. Too little, too late? In August, 23andMe鈥檚 board rejected a pitch from CEO and co-founder Anne Wojcicki to take 23andMe private by purchasing all outstanding shares.

NBCUniversal aims to attract more subscribers and make its streaming service more visible to potential customers. EverPass, backed by RedBird Capital Partners, works with rights holders, distribution partners, and business owners to commercially distribute premium live events. Why it matters: Digital out-of-home content and advertising are growing in importance.

Podcast listeners tend to be regular subscribers of specific creators鈥� content, offering them a relationship with and level of trust in the hosts. That provides an excellent opportunity for sponsored content and host-led ad reads. There are factors behind advertisers鈥� hesitation to embrace podcasts.

On today's episode, we discuss whether Threads can keep up its momentum, if TikTok Music can compete in the music streaming world, how engagement with the Women's World Cup will look, what to make of the Burger King rebrand, whether US consumers actually shop on social media platforms, who invented the first-ever hybrid car, and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.

Because the streaming service is bundled with Amazon Prime membership and other benefits, its audience is arguably less committed. The average Amazon Prime Video viewer will spend 22 minutes watching across devices in 2024鈥攋ust 1 minute more than in 2023, and only about a third of Netflix viewers鈥� time spent.

The news: Amazon is shutting down its standalone free ad-supported streaming television (FAST) platform Freevee in August. All Freevee content鈥攊ncluding original series and live TV鈥攚ill migrate to Prime Video. Advertisers take heed: As streaming giants consolidate, ad buyers might see fewer platforms but more fragmented audiences. This centralization of inventory boosts scale but narrows options for niche targeting. Our take: Amazon and its rivals are bundling content into fewer apps to boost ad revenue and reduce churn. But for advertisers, viewer behavior is splintering as audiences jump between services each month, chasing new shows, deals, and lower costs.

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These features are available in the US now for Copilot Pro subscribers, and access is expected to expand in the coming months. Solo surfing: Copilot鈥檚 autonomous browsing competes with OpenAI鈥檚 Operator and Google鈥檚 Project Mariner, with a strong focus on shopping.

Nintendo鈥檚 moves into music streaming and pricey alarm clocks feel like filler as fans await the overdue Switch 2.

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Without the ability to grow subscriptions, Spotify will have two main options鈥攇et subscribers to spend more, or get more money from advertisers. Outcome: Incorrect, but on the right track. This was originally featured in the 蘑菇AV Daily newsletter. For more marketing insights, statistics, and trends, subscribe here.

There won鈥檛 be a significant influx of new subscribers in the coming years. The annual growth rate for new subscription buyers will be in the low single digits through 2027, indicating that the number of consumers interested in ecommerce subscriptions may be approaching a ceiling. Existing subscribers have also opted for fewer subscriptions.