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Ad spend won鈥檛 be a primary driver of revenue growth for Netflix in 2024 or 2025, Neumann said, but ad-supported tiers contribute to subscriber growth, with 45% of new subscribers opting for ad tiers in markets where they are available, per Netflix.

On today's podcast episode, we discuss why Disney+ is losing users, what a Disney+ password-sharing crackdown would look like, and the impact of ESPN Bet. "In Other News," we talk about what the Alliance of Motion Picture and TV Producers is offering at the latest writers strike negotiations and why The Roku Channel has become a legitimate player in the streaming wars. Tune in to the discussion with our analyst Daniel Konstantinovic.

Defined as former traditional pay TV subscribers who canceled in favor of streaming, the number of cord-cutters in Canada will be 8.6 million this year. That鈥檚 up from 5.1 million five years ago. Cord-nevers will reach 4.5 million this year.

Prime Video mulls ads, but football paints a worrying sign: The streaming service is planning an ad-supported tier despite its video ad growing pains.

On today鈥檚 podcast episode, we discuss how ready Netflix is for a potential recession, if video podcasts and content creators fit nicely into its offering, and whether AI can help improve search for the streaming giant. Join Senior Director of Podcasts and host Marcus Johnson, Senior Analyst Ross Benes, and Vice President of Content Paul Verna. Listen everywhere and watch on YouTube and Spotify.

The feature lets creators offer exclusive content to paying subscribers, making TikTok a competitor to Patreon, Instagram, and YouTube Channel memberships. Subscription-based earnings for US creators are set to rise significantly, with revenues projected to reach $350 million by 2025, reflecting 27.4% year-over-year growth (see chart below).

The news: American Express partnered with streaming platform Max to offer cardholders limited-time premium perks in honor of season three of HBO鈥檚 The White Lotus, per a press release.

Amazon Prime鈥檚 massive subscriber base gives Prime Video a large potential audience. But it鈥檚 challenging to convert subscribers into viewers, even if they already have access to Prime Video. 蘑菇AV 3 in 10 Prime subscribers did not use Prime Video in 2024, according to Consumer Intelligence Research Partners (CIRP) data reported by Adweek.

A quarter of US adults recently cut their spending on video streaming subscriptions due to inflation, per a Morning Consult survey. Slightly less cut back on music streaming subscriptions (24%) and cable or satellite TV (23%). Across all entertainment categories studied, more adults either didn鈥檛 pull back or didn鈥檛 pay for the product or service in the first place.

The year of streaming price hikes: Streaming services became more expensive than ever in 2023, leading to a focus on bundles and cheaper AVOD tiers.

DirecTV enters FAST streaming space: This new service offers free, ad-supported content and genre-specific bundles, aiming to attract cord-cutters and younger audiences.

The company did not disclose its subscriber count, but said subscriptions rose 25% in 2023. LinkedIn previously stated its total 2023 revenues were $15 billion. Subscriptions and AI: LinkedIn was a major growth area for Microsoft last year as it launched some major business initiatives.

Ad-supported video gains viewership, time spent on digital video surpasses TV, and streaming services pivot from audience growth to profitability.

Streaming鈥檚 AVOD craze: Eager to grow revenues and subscribers, streamers turned to ad-supported subscription tiers, opening up new channels for advertisers and claiming share from TV. Over 33% of US consumers were cord cutters in 2022, a historic shift that placed advertising power in the hands of streamers. The new kids on the block like Netflix and Warner Bros.

There won鈥檛 be a significant influx of new subscribers in the coming years, and existing subscribers have also opted for fewer subscriptions. We expect subscription buyers to spend more over time. But it won鈥檛 keep pace with overall spending by digital buyers. Our forecast estimates that the average spend per subscription buyer will grow from $687.86 to $932.36 between 2023 and 2027.

Opportunity for Netflix: Economic turmoil could open a door for Netflix鈥擫atin America鈥檚 most popular streaming service鈥攖o gain more customers for its ad-supported offering. Though most of Netflix's subscribers in Latin America prefer ad-free services, its biggest opportunity lies with the region鈥檚 lower and middle classes.

It鈥檚 becoming more expensive for streaming viewers to avoid advertising. Netflix, Disney+, and others have raised subscription prices over the past several months.

Spotify鈥檚 ad-supported streaming offering provides a range of promotional venues for brands, as do other platforms for digital audio. Canada鈥檚 listeners have made the switch to digital audio. For the first time, adult digital audio listeners will outnumber adult radio listeners this year.

There was also a time where Netflix did not want to have ads until the point that it ran out of subscriber growth without having an ad supported tier. Platforms often change their approach. I mean, I will say that there's some differences between your media consumption on cable TV versus where you interact from a social standpoint.

Like Disney鈥檚 post-blackout deal with Charter Spectrum last year, DirecTV will now offer access to Disney+ and Hulu for subscribers of certain satellite plans, tipping the long-term scales for subscriptions in Disney鈥檚 favor.

PRO+ subscribers have access to Industry KPIs, our collection of more than 400 benchmarks in marketing and retail and ecommerce across a range of industries and countries, Click here for more information. 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.

YouTube TV just passed Dish Network in total subscribers and is on pace to exceed DirecTV鈥檚 subscribers in 2025. By the end of 2025, only Comcast and Charter will have more pay TV subscribers than YouTube TV, per MoffettNathanson. Sources. MoffettNathanson.

On today's podcast episode, we discuss who's leading the ad-supported vs. ad-free video streaming race, how much money is coming from both avenues, and how streaming will differ from (and look the same as) cable in a few years. Tune in to the discussion with our analyst Ross Benes.

As retailers vie for subscribers, they need to demonstrate the value of their offering鈥攍ike Amazon's ecommerce, entertainment, and delivery infrastructure鈥攊n order to be worth consumers鈥� limited budgets. While 58% of US adults are Amazon Prime subscribers, far fewer are members of Sam鈥檚 Club (27%), Walmart+ (25%), and Costco (21%).