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Amazon鈥檚 $1.8 billion ad milestone solidifies a streaming leader: The launch of ads on Prime Video and Thursday Night Football are responsible for a meteoric rise.

OTT digital video services are now popular everywhere, although fee-based sub OTT is not yet mainstream in every country. The outlook is positive for both free and paid OTT around the world, but growth will slow significantly.

In an era when digital video viewership, social media usage, and over-the-top subscriptions are at a near saturation point in much of the world, podcast listener growth is still looking pretty good in most markets. A majority of the countries we track will see high single-digit listener growth rates this year.

Video subscription fatigue will signal an upturn in demand for ad-supported video-on-demand (AVOD) and free ad-supported streaming TV (FAST). At the subscription video-on-demand (SVOD) end of the scale, cheaper ad-supported tiers will become ever-more prevalent.

As 2023 comes to an end, this is the data you need to kick-start 2024.

YouTube for Marketers Explainer (蘑菇AV subscription required). The CTV Opportunity(蘑菇AV 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.

YouTube overhauls TV app to compete with streamers: New features like episodes, previews, and subscription tools aim to boost creator monetization and rival platforms like Netflix and Disney+.

This means that, in a span of 18 months, three major streaming services that were previously ad free will have plenty of inventory to satisfy pent-up demand from advertisers. Free ad-supported streaming TV channels are adding viewers and growing their revenues.

US TV and Connected TV Ad Spending Forecasts H2 2024 (蘑菇AV subscription required). The CTV Opportunity (蘑菇AV subscription required). Methodology: Data is from the January 2025 Pixability "US YouTube & Connected TV Media Agency Survey 2025." 124 media agency professionals in the US were surveyed during November 2024.

On today's podcast episode, we discuss how all the different TV terms fit together, to what degree subscription revenues are moving from pay TV to streaming, who's winning the "digital pay TV" race, and how the new sports streaming service from Fox, ESPN, and Warner Bros. Discovery could change everything. "In Other News," we talk about what a new sponsor logo placement from the WWE will look like and how the US ad market is getting on to start the year. Tune in to the discussion with our analyst Ross Benes.

Our forecast for digital video viewers in the US, including subscription and ad-supported OTT video viewers. Plus, third-party data points on how many streaming services consumers are likely to subscribe to.

Venu鈥檚 disruptive potential: The planned venture poses a significant risk to pay TV services that are already losing share to ad-supported streaming subscriptions. With Disney, Fox, and WBD鈥檚 linear sports offerings in one place at $42.99 monthly, Venu would offer cheaper access to sports than most linear and pay TV services. That threat is what spurred Fubo to launch its antitrust suit.

OTT video viewing is about to get a boost in the UK, as traditional TV viewing gets a broadband delivery option next year.

Charter Spectrum will offer Max to its customers: A carriage deal with Waner Bros. Discovery continues the trend of streamers winning out in pay TV negotiations.

For the rest, viewing cuts into subscription and transactional video services as well as traditional TV. This means FAST viewership is contributing significantly to ad spending growth on CTV. Sports properties continue to flow to digital, increasing CTV ad inventory and monetization.

Viewers may face higher subscription costs if tariffs increase the cost of streaming devices. While viewers increasingly prefer AVOD, services might have to increase ad frequency to compensate for lower ad rates, leading to a more disruptive streaming experience. Higher prices could further the shift toward FAST options as consumers cut down on costs.