蘑菇AV

TV media revenues: These dropped 6% to $4.3 billion, driven by declines in affiliate and subscription revenues and a slight 2% dip in ad revenue. Zooming out: Paramount鈥檚 performance showcases its transition toward becoming a streaming-focused business, a move that has brought significant challenges but also promising outcomes.

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.

Max adds 7.2 million global subscribers in Q3: International expansion and ad revenue gains boost WBD鈥檚 position in the streaming race.

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.

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.

Fox Corp. Q3 fueled by political ads and Tubi growth: Live sports and news strategy drives gains, with digital ads growing.

Comcast Q3 performance fueled by streaming and live sports: Olympics and Peacock growth attract high-value audiences for advertisers.

Our take: Slow subscription growth and lower-than-expected Services revenues could be a sign that Apple鈥檚 ad business is struggling. An ad-supported subscription tier for Apple TV+ has long been rumored, but a series of executive departures and subscription issues could kick the can even further down the road. Still, as the gatekeeper for iOS, Apple has enormous potential for ad revenues.

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.

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.

Content has shifted online with the rise of subscription streaming services, with shows, movies, and even live sports now available on these platforms. Advancements in smart TV technology coupled with enhanced connectivity have made these devices increasingly affordable and user-friendly, transforming the way people consume television content and transforming CTV platforms in the process.

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.

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.

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.

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.

Subscription OTT video is chasing linear TV in terms of time spent in the US. We estimate adults still spend significantly more time per day watching TV, but that figure is decreasing and will fall below 3 hours this year. Meanwhile, for subscription OTT video, time spent will surpass an hour and a half per day. But ad spend on these platforms is not proportional to time spent.

Ad-supported video-on-demand (AVOD) services will gain more than triple the US viewers that subscription OTT video will this year, per our forecast. AVOD will add 13.3 million viewers, including 4.3 million from free premium platforms, for a total of 157.1 million. Meanwhile, subscription OTT services will gain 4.3 million viewers to reach 222.2 million.

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.