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The company has over 12 million YouTube subscribers and 24 million Instagram followers, according to its August 2023 Investor Presentation. GoPro鈥檚 YouTube channel has over 4.5 billion lifetime views. The bottom line: To keep customers engaged, GoPro needs to offer them the kinds of perks that matter most.

And digital audio is complicated by the fact that the leading platforms like Spotify are more interested in subscriber fee-based subscriptions than ad revenue, so they want you to pay to avoid ads.鈥�. Podcasters are particularly attentive audio listeners, and can be seen as an untapped market for advertisement investment. 鈥淲e鈥檙e not saying this is a call to action.

The paper鈥檚 subscriber count dropped by 250,000 after it declined to endorse a presidential candidate. Financial losses escalated in 2024 after reaching $77 million in 2023. Diversification efforts have faltered, compared with The New York Times' growth into new markets with acquisitions of The Athletic and Wordle. Other publishers show similar strain:.

And the second slice is Snapchat+, which now has 12 million subscribers and was a really meaningful contributor to growth. Even though if you look at the overall revenue that it generated, it was somewhat less than 123 million, which was Snap's, non-ad revenue figure. And most of that of course came from Snapchat+. Marcus Johnson (09:39):.

On today's episode, we discuss how Spotify beat expectations, why a price hike is inbound, and the audio streaming company's relationship with artificial intelligence (AI). "In Other News," we talk about AI-powered ads for Google and whether Peacock can survive the streaming wars. Tune in to the discussion with our analyst Daniel Konstantinovic.

The number of Snapchat+ subscribers rose to over 3 million after My AI was introduced, making it a bright spot in Snap鈥檚 otherwise dour revenue picture (though there was also a user backlash to the AI launch). The Snapchat+ boost might signal user interest in AI as a digital toy, but it also has advertising implications.

The Walt Disney Co.鈥檚 recent moves, including the full acquisition of Hulu and adjustments in its content investment strategies, underscore a pivotal phase for the growth of the entertainment giant鈥檚 streaming business.

The degree to which streaming services seek out and rely on ads as a main revenue driver varies widely.

AI has been a major driver of subscriptions: The company launched a ChatGPT-powered MyAI chatbot on Snapchat last April, with expanded access for Snapchat+ subscribers. AI isn鈥檛 just a subscriber perk鈥攊t鈥檚 also played into Snap鈥檚 advertising business.

The news: YouTube accounted for 9.7% of all TV viewership in the US in May, the largest share ever for a streaming platform, per Nielsen鈥檚 "The Gauge" report. Netflix, the second largest, had 7.6%. Among streaming platforms alone, YouTube holds nearly 25% of the market share. Its 9.7% share was up slightly from the prior month (see chart below).

It needs to add and retain just over 3 million new Snapchat+ subscribers by the year-end. AI features will be a major selling point for subscribers. Snapchat+鈥檚 success can be partly attributed to its subscriber-only or prerelease genAI tools, like My AI. X launched chatbot Grok to Premium+ subscribers in December 2023 via Musk鈥檚 company xAI.

In Netflix鈥檚 most recent earnings, it reported the slowest increase in subscriber numbers since it launched in the UK. Disney鈥檚 addition of an ad tier, meanwhile, was prompted by a sharp drop in global subscriber numbers earlier this year.

Streamers take Newfronts: Most TV networks and streaming services are focused on Upfronts, but Peacock and Roku will present at Newfronts this year as both services face significant challenges. Roku鈥檚 Newfronts plans come days after it announced the layoff of an additional 200 employees, the second round of layoffs it implemented in two months.

Industry KPI subscribers can immediately measure attention for display, online video, CTV, streaming audio, and podcasts, as well as gauge their performance against more than 400 industry benchmarks. See more here.

Microsoft 365 had an outage in late November that also left subscribers unable to access its services. Other Microsoft outages, including one in July and one in 2023, have been attributed to distributed denial of service (DDoS) attacks. Microsoft鈥檚 service interruption comes a day after OpenAI, which Microsoft has a 49% stake in, launched its much-anticipated Sora video generator.

Netflix boasted nearly 5 million ad-tier subscribers during its upfront presentation in an effort to secure advertiser confidence in the offering. The increased focus on its ad-supported tier is a concession of sorts for Netflix, which maintained an entirely subscription-based model for years. 鈥淚 think [the move to AVOD] is going to happen kind of slowly,鈥� said Verna.

The news: OpenAI began rolling out freeChatGPT鈥檚 search Tuesday to all logged-in users two months after it made the feature available to paidChatGPT Plus and Teams subscribers. It鈥檚 OpenAI鈥檚 boldest move to disrupt search to date and an indication of where it intends to focus its expansion on its path to becoming a for-profit company.

We expect 80% of Amazon Prime subscribers to be on the ad-supported tier this year鈥攁nd advertisers鈥� early successes on the platform could net Amazon as much as 15% of video budgets for the year, one ad buyer told Business Insider. Looking ahead: While Amazon鈥檚 retail business continues to grow at a healthy clip, the retailer isn鈥檛 entirely immune to economic uncertainty.

My AI was originally released to Snapchat+ subscribers only before becoming available to the public a few months later, a strategy that Snap may repeat with the new genAI tool. However, Snap hasn鈥檛 yet developed a standout, in-house AI product for the broader market, and its products haven鈥檛 gone as far as text-to-image capabilities.

The race for subscribers has evolved into a race for ad dollars. 鈥淣etflix used to be seen as AVOD鈥檚 primary competitor,鈥� said our senior analyst Ross Benes. 鈥淣ow it could eventually become AVOD鈥檚 primary contributor.鈥�. More like this:. Report: Q4 2022 Digital Video Trends. Article: Netflix viewership still stands out.

On today's podcast episode, we discuss how Netflix's ad business is coming along; the streaming giant's first live sports broadcast; and its new retail, dining, and live experience destinations. Tune in to the discussion with our analyst Daniel Konstantinovic.

While many streaming platforms rely on QR codes, Roman views these solutions as merely functional. She suggested that QR codes are not true commerce, stating that their use is 鈥渕ore transactional than anything else.鈥�.

YouTube TV surges to 8 million subscribers: Google鈥檚 diversification strategy is paying off as it keeps a finger on the pulse of consumers鈥� digital entertainment preferences. Read article. Walmart eyes Vizio acquisition for $2 billion: The purchase could redefine smart TV advertising and give the big box giant an edge in revenue from shoppable ads and streaming fees. Read article.

My AI鈥檚 expansion is notable as well: Initially launched exclusively for Snapchat+ subscribers, it's now freely available for all Snapchat users.

Meta was the latest, in November 2023, to introduce a subscriber tier to its Facebook and Instagram services. Available only in the EU, the European Economic Area (EEA), and Switzerland to adults ages 18 and older, the company pitched the plan as a way to comply with 鈥渆volving European regulations.鈥�