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Can Netflix develop an ad stack without Microsoft? After just a few months, the streamer is already showing nervous signs around how to handle its advertising future.

On today's episode, we discuss password sharing and live sports on Netflix, what the definition of "convenience" is, if awards shows have turned things around, where we spend time with connected devices, sweetgreen's plan to automate all stores in five years, who invented the card game Uno, and more. Tune in to the discussion with our director of forecasting Oscar Orozco, vice president of Briefings Stephanie Taglianetti, and analyst Max Willens.

Netflix will overtake Disney+ in ad revenues next year, amassing $1.03 billion versus Disney鈥檚 $911.9 million, per our forecast.

If TikTok gets banned (and it鈥檚 a very big 鈥渋f鈥�), advertisers need to know where consumers will go. Instagram and YouTube would be likely beneficiaries, but OTT TV like Netflix could also see gains. Advertisers may even branch out to other categories entirely, like retail media. Here are five charts showing what could happen.

On today's podcast episode, we discuss what a completely Walt Disney Co.-owned Hulu will look like, if the entertainment giant has a Marvel problem, and whether Disney+ can ever rival Netflix for the subscriber crown. "In Other News," we talk about why Roku's revenues and streaming hours are doing particularly well and why Warner Bros. Discovery's ad revenues and subscriber growth are not. Tune in to the discussion with our vice president of content Paul Verna.

鈥淚 think it鈥檚 kind of a hard sell,鈥� said our analyst Daniel Konstantinovic of Netflix鈥檚 Basic with Ads tier. Existing Netflix users are used to ad-free content, and even a cheaper price won鈥檛 win most of them over, he said. Could a potential recession change that?

On today's episode, we discuss how in-flight measurement helps marketers do more with less, the importance of an integrated cross-platform/media performance view, and how to be thoughtful about selecting KPIs. "In Other News," we talk about the significance of Nielsen regaining its accreditation for national TV ratings and what to make of Netflix struggling to livestream its "Love Is Blind" reunion. Tune in to the discussion with our analyst Paul Verna and Stephanie Gall, senior manager of measurement products at Cint.

On today's special podcast episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We keep a running score and will crown a winning team at the end of the year. Today, we cover how Amazon's second Prime Day got on, how Americans feel about AI rules, and all the ways Netflix is trying to make money. Tune in to the discussion with this month's contestants: our analysts Sky Canaves, Daniel Konstantinovic, and Yory Wurmser.

While the platform鈥檚 ad-supported tier gains momentum, Netflix needs to beef up its targeting capabilities to win advertisers over. Meanwhile, viewers may be turned off by a heavy ad load and a crackdown on password sharing. But global growth shows promise for Netflix鈥檚 future.

On today鈥檚 episode, we discuss what a looming Netflix and TikTok rivalry might look like, the potential consequences of monetizing influencer marketing on the social landscape, how the rise of retail media will affect social platforms, and more. Tune in to the discussion with our analysts Jasmine Enberg and Debra Aho Williamson.

It鈥檚 tough, at least in the US, to expand any more.鈥�. Nearly 80% of US internet users will watch YouTube monthly this year. Young people don鈥檛 consider watching YouTube (and YouTube鈥檚 ads) fundamentally different from watching traditional TV, said Benes. Nearly half of YouTube viewing now occurs on TVs, according to internal figures. How can YouTube keep growing ad revenues?

On today's podcast episode, we discuss how much audiobooks can move the needle for Spotify, how engaging its app is versus Netflix and TikTok, and how much of its podcast success is tied to Joe Rogan. "In Other News," we talk about how badly AI can hurt your company's customer service and why Google has called for a ban on personalized ads for minors. Tune in to the discussion with our analyst Daniel Konstantinovic.

Streaming cancellations rise as costs climb: Major platforms like Netflix and Disney+ are adapting with new strategies.

WBD and Paramount reportedly discuss merger to enhance streaming services and compete with giants like Netflix: It's a move that could reshape the media industry.

Netflix, for example, has lowered its CPMs to $45-$55 to sweeten the deal for new advertisers who may see the content drought as an opportunity to explore other, cheaper formats.

In 2019, Roku, Hulu, and YouTube made up about half (45.9%) of the US CTV ad market. Now, they鈥檙e down to about one-third. What鈥檚 changed? Netflix, Disney+, and HBO Max have jumped into the deep end of CTV ad spend. Amazon is hanging out there too, with ads on Freevee and live sports. And social video has expanded, with TikTok eyeing CTV formats.

Netflix launched with wish-list pricing, then backtracked to appease buyers. We project Netflix鈥檚 US ad revenues will hit $1.07 billion next year, and Disney+鈥檚 will be around the same at $1.01 billion. Price hikes and password crackdowns have pushed subscribers toward cheaper, ad-supported tiers. Use this chart:. Compare ad costs across major streaming platforms.

51.1% of US Snapchat users will come from Gen Z this year, according to our September 2023 forecast. TikTok is also dominated by Gen Z, with 44.7% of users coming from that age group.

Time spent with TikTok will reach 55.8 minutes per day among US adult users this year, per our latest forecast, about 9 minutes more than expected in last year鈥檚 update. In 2024, time spent will increase to 58.4 minutes, up 4.8% year over year. We also expect TikTok鈥檚 US user base to cross the 100 million mark this year.

We've got Max going up against Ross, talking about Netflix saying that gaming is a long-term bet and that it's happy with its lowkey start, writes Stephen Totilo of Axios or Stephen Totilo of Axios, that might be how you pronounce it. He reminds us that Netflix just celebrated its second anniversary as a gaming provider, having released over 88 games all free to subscribers and exclusive to mobile.

Netflix is about to become the home of World Wrestling Entertainment (WWE). This division presents a challenge for advertisers who have to make purchases across many platforms, but it also means the advantages of CTV advertising like better measurement and targeting are now available for the 30.8% of people in the US watching live sports via digital.