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Like, Spotify app is pretty popular, like on Roku, for instance, even though it's not a video service, really. But it'll be challenging to make. Even if you put music videos on while you listen to songs and insert ads. That's a tough way to make money since the people's attention usually isn't on the screen. They have the audio on while they're doing other stuff. I still expect another push into that.

It's behind Pinterest, it's behind Roku, it's behind Snapchat, and it's just 0.6% of the market. It's more on par with Yelp and Instacart than it is with Facebook or Google. Jasmine Enberg:. Twitter has never been an essential part of most advertisers strategies. Right? Marcus Johnson:. Right. Jasmine Enberg:.

So when added together, it's quite a lot, but it does leave some folks out in the cold pool, prime video, and YouTube and Tubi and Roku channel and Paramount Plus, et cetera. And so yeah, interesting to see how much these two bundles affect those players. Paul Verna (15:37):.

It's not including the free stuff that when you turn on your Samsung, and it's not including the Roku channel or most of YouTube. It's solely things that people have to fork over a credit card for. Marcus Johnson:. Okay. So it's SVOD? Ross Benes:. Subscription OTT, SVOD. Basically, there's many acronyms in this space, unfortunately. Marcus Johnson:. Yeah. Okay.

So Pinterest, Roku, Snapchat, Yelp, Hulu, all these guys are ahead of them because of what's happened. Yory Wurmser:. Yeah, I'm not surprised by those numbers at all. They've really killed their ad business with their policies. Marcus Johnson:. Yep. Yory Wurmser:. Yeah, the 17 sounds about right for them this year. And TikTok, I didn't mention them because they're not really a dark horse.

TikTok does have its app available on CTVs and on certain other streaming platforms like Roku. But honestly, I don't think we're seeing a whole lot of people right now flipping on their TV and watching their TikTok videos. It really is still primarily a mobile activity and something that I think people are going to be doing on their phones.

It's up from nine last year, and it has a bigger slice of the ad pie than Hulu, biggest slice than Walmart and a bigger slice than Pinterest and makes as much money from ads as Roku and Snapchat. If you combine the two, that'd be a fun app. Anyway, that's all we've got time for the lead time for the fourth quarter of the show today.

It's right behind like fractions of a percent behind Max Peacock and the Roku channel as well. So maybe there's still a decent amount of value there when you're thinking about the other players. Disney Plus only has 1.8%. Alright folks, let's vote on whether we're going to invest or not.