蘑菇AV

The traditional cable, satellite, and telco pay TV bundle continues to lose ground to streamers, and the trend is irreversible. The resolution of the Disney-Spectrum dispute was only a temporary respite. The existential questions that the carriage scuffle brought up are still latent.

On today鈥檚 podcast episode, we discuss what actually ends up happening to TikTok, what an X and Truth Social alliance might look like, and who TikTok Shop might enter a joint venture with. 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.

Netflix is building an ad business to diversify its revenue streams.

Fubo pioneers interactive TV ads: New formats aim to move commerce from second screens to big screens with seamless shopping experiences.

A hot mic moment revealed Disney鈥檚 advertising audience: The company鈥檚 Q4 earnings came with AVOD revelations and significant gains in India.

In 2024, some of our newsletter team鈥檚 predictions included that attention metrics would gain more momentum in measurement, and Gen Alpha would steal some of Gen Z鈥檚 appeal among marketers. This year, we鈥檙e expecting a surge in AI ethics campaigns, email marketing troubles, rising browser competition, as well as some innovation in the world of gaming. Our analysts have already shared many of their predictions for 2025, but here are a few more from our newsletter team.

There鈥檚 been a rapid expansion of ad inventory available for consumption on smart TVs as they鈥檝e become more common in the home and streaming viewership nears the levels of pay TV. Predictions. Non-pay TV households will approach parity with pay TV households. Thanks to smart TV connectivity, non-pay TV homes will account for 42.4% of Canadian households in 2024 and continue upward.

Among subscription video streaming services, Amazon Prime Video has the highest share of ad-supported viewers, while Netflix has the lowest.

On today's podcast episode, we discuss what the verdict is on Netflix's sports streaming experimentation and how small and mid-sized advertisers are spending more on CTV ads. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Senior Analyst Ross Benes and Vice President Paul Verna. Listen everywhere and watch on YouTube and Spotify.

NBA partnership fuels WBD鈥檚 global ambitions: Max combines premium Western franchises with localized content, targeting competitive streaming markets in APAC and beyond.

On today鈥檚 podcast episode, we discuss the main reasons YouTube is the most watched platform on TVs, how 鈥淧lanet YouTube鈥檚鈥� gravitational pull is disrupting other media types, and what the biggest threat to its dominance is. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Principal Analyst Bill Fisher for the conversation. Listen everywhere and watch on YouTube and Spotify.

By Q2 2025, Netflix and Max will be the only streaming services to have average CPMs higher than $30, per our September 2024 forecast.

Pay TV includes subscriptions to cable, satellite, and IPTV services. IPTV is eating into traditional pay TV. Cable and satellite services (from the likes of Rogers, Bell Media, Cogeco and Shaw) will account for 61.9% of total pay TV households this year, but that share will shrink each year.

CNBC+ is the latest attempt to bring news networks into streaming: The streaming service will launch in early 2025 as Comcast prepares to separate linear, digital assets.

蘑菇AV clients' top 10 '24 topics : CTV led ad growth, AI drove innovation, and retail media surged, while TikTok and Gen Z reshaped the landscape.

Their continued growth underscores the demand for free, ad-supported streaming content as consumers seek affordable alternatives to traditional pay TV. As cable providers like Cox and Xfinity embrace FAST, it is clear that ad-supported streaming content will play an integral role in entertainment, particularly as it merges with established linear TV offerings.

The next edition of our quarterly video report series will focus on streaming and pay TV subscription revenues. Sources. Amazon Ads. Antenna. Bloomberg. Business Insider. Digiday. FX Networks. Luminate. Madison and Wall. Netflix. Reelgood. Variety.

The pivot to streaming won鈥檛 include everyone: Millions of consumers will remain without streaming in coming years. Here鈥檚 how brands can reach them.

By the end of 2027, US households without any form of pay TV will outnumber those with some form of pay TV. In this comparison, pay TV includes both traditional pay TV and digitally delivered services known in industry parlance as virtual multichannel video programming distributors (vMVPDs). The revolution will be connected.

Retail media ad spending in the US will reach almost $55 billion in 2024, as advertisers鈥� focus on off-site spending intensifies.