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.
Audio
| Mar 14, 2024
One similarity though is both places have a huge active and sports culture. So in LA you'll see people running and exercising on the beach. I mean, I live in Santa Monica, so see people come from surfing in the morning. There's not surfing in Finland and people aren't really on the beach exercising, but they are playing a lot of sports and working out.
Audio
| Jul 15, 2024
TikTok is intent on growing livestream sales: The platform plans to open live studios and is testing ways to make all content shoppable, even as retailers shift focus to shoppable TV.
Article
| Jan 30, 2024
In context: Roku has become a sticky platform, strategically surfacing content to users and inking crucial sports deals that make it a hub for content of all kinds. In its earnings, Roku attributed significant gains in sports content viewership to a recent deal with Major League Baseball and to “Zones” that serve as entry points for viewing NBA and NFL content.
Article
| Aug 2, 2024
Rich audience data and appointment viewing around sports content has helped attract advertisers seeking guaranteed ad placements rather than relying solely on programmatic buying. Our take: By focusing on reducing friction in the TV shopping experience, Fubo has positioned itself at the forefront of CTV commerce.
Article
| Dec 22, 2024
YouTube TV will reach 15.8 million subscribers this year (its main Pay TV competitor, Hulu + Live TV, trails at 11.4 million), per our September forecast. By 2027, it will reach 20.9 million. That’s well below the 38 million US households that still pay for a cable service, though the rise of cord-cutting will likely cause more consumers to seek out digital pay TV services.
Article
| Nov 13, 2023
On today's podcast episode, we discuss what was behind the streaming giants staggering subscriber growth, how Prime Video's new ad-tier will affect Netflix, and how a deal with the WWE changes its sports strategy. "In Other News," we talk about an important milestone for ad-supported video streaming. Tune in to the discussion with our analyst Daniel Konstantinovic.
Audio
| Feb 1, 2024
And users without large followings are also making content about their professional lives. Ogilvy named “employee advocacy” as one of its 2024 influencer trends, suggesting companies will put their own employees in front of the camera to extend marketing reach. B2B employee advocacy has long been a trend on LinkedIn, and in 2024 it could extend to TikTok.
Article
| Jan 2, 2024
On today’s podcast episode, we discuss why now might be the exact right time for Meta to bring back live shopping, who would be the most likely candidate to buy Party City, and why Disney thinks that now is the right time to pull the trigger on a big change. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Vice Presidents of Content Suzy Davidkhanian and Paul Verna.
Audio
| Dec 17, 2024
On today's podcast episode, we discuss whether people will ever buy items they see in TV shows, if online ratings are broken, a relaunched Amazon Shipping trying to compete with UPS and FedEx, if CNN and sports can move the needle for streaming service Max, whether the continuing partnership between Target and Starbucks is boosting curbside pickup, where we got gas before gas stations, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Paul Verna.
Audio
| Sep 15, 2023
The team will be led by Harish Sarma, previously TikTok’s global head of sports and gaming. Why this matters: Courting publishers could go a long way toward helping TikTok improve its public image and make its platform more appealing to advertisers in the critical US market.
Article
| May 29, 2024
To target this segment, cards will promote features like Cardless’ sports-team-affiliated cards and Citi’s ThankYou points, which can be donated to a chosen charity. Brands will build their presence on TikTok to reach its 45.7 million US Gen Z users. We expect TikTok to dethrone Snapchat as the generation’s most used social media platform in 2024.
Article
| Mar 24, 2023
And the sports stadiums are, I think because the technology continues to struggle with essentially receipt problems is going to run into major consumer blow back because the last thing you want is to be charged twice for an outrageously expensive beer or cheeseburger in a sports stadium. And so-. Stephanie Taglianetti:. Or a sweatshirt. Max Willens:. That's exactly right.
Audio
| Sep 13, 2024
What makes this year's commercials unique aside from the eye watering price tag is, according to Mark Evans, Executive VP of Ad Sales for Fox Sports that you'll see some more AI focused creative. Mr. Evans says that both massive companies investing in AI and some AI focused companies will be represented during the game.
Audio
| Feb 7, 2025
By that measuring stick, it's kind of hard to find a publishing creator or entity that can beat them, frankly, I, as an early middle-aged, mid-brow guy, who likes movies and sports, probably spend close to eight or nine hours a week with shows that The Ringer puts out, and that's more than any television show.
Audio
| Jan 10, 2025
And so, I'm assuming that her hire means that we're going to start to get to know, if you will, OpenAI as a company a bit better in terms of how it fits into consumers' daily lives. Daniel Konstantinovic (05:23):. Yeah, I would say so.
Audio
| Dec 12, 2024
Story two: Jacob, you recently wrote that Amazon Prime Video will roll out new AI powered broadcast features for Thursday night football, which it now has the rights to, to enhance the sports fan's viewing experience.
Audio
| Sep 21, 2023
Gen Zers are quick to adopt and incorporate new technology, such as AI, into their daily lives, and spend the most time on social media than any other generation. Yet browsing in-store is the No. 1 way Gen Zers discover clothing, per our November 2023 US Consumer Path to Purchase survey. 3. Stars from Hollywood and social media are converging.
Article
| Mar 21, 2024
So Reebok is getting back into golf and while I'm not a huge fan of the sport, millions of people in this country are, 45 million in fact. My father, shout out to him. The move signals the shoe giant's move to position itself back into team sports, but keeping its professional edge as well.
Audio
| Mar 26, 2025
To target this segment, cards will promote features like Cardless’ sports-team-affiliated cards and Citi’s ThankYou points, which can be donated to a chosen charity. Brands will build their presence on TikTok to reach its 45.7 million US Gen Z users. We expect TikTok to dethrone Snapchat as the generation’s most used social media platform in 2024.
Report
| Mar 10, 2023
The gap between subscription VOD and live TV in Japan closed this year. In 2022, TV penetration was significantly greater than on-demand/streaming services. This year, on-demand/streaming service is nearly on par with live TV. It has a penetration rate of 73.7%, compared with 74.1% for live TV. In the region as a whole, it outpaced live TV in viewership by a wide margin in H1 2023. Philippines.
Report
| Oct 30, 2023
I want to live, I want to breathe it, I want to tell people why we use it. It becomes a really fun little puzzle. Can we get across? Because I think audiences these days, they know creators do brand partnerships, they know things are ads. Most of the comments on our ads are like, "Wow, this was a pretty good ad. I watched the whole thing."
Audio
| Feb 15, 2025
So pretty much all sports, particularly football, taking the top spots in terms of viewership. So, Paul, 113 million folks watched Super Bowl across TV and digital, as you mentioned, but where people are watching is changing. Do we have any numbers to try to tell that story? Paul Verna:.
Audio
| Feb 15, 2023
They live in our homes or they stare back at us in the morning every day. But companies are interacting or engaging with the connected consumer with a disconnected organization. One slice of the pie is disparate data sets that don't talk to each other. Another slice is technology that's optimized for yesterday, but struggling to keep up with the challenges of today.
Audio
| Feb 21, 2025
In subscription revenues and viewers, YouTube TV has distanced itself from the digital pay TV pack. Digital pay TV is synonymous with a virtual multichannel video programming distributor (vMVPD). It refers to digitally delivered live TV services like YouTube TV and Sling TV.
Article
| Feb 23, 2024