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CTV鈥檚 share will continue to increase as more streaming ad inventory opens up. And as more buys are enabled by programmatic and its more precise audience targeting capabilities. CTV ads have substantially higher video completion rates than any other device format.

Streaming leader: Top streaming platform on US TV screens for 17 consecutive months, per Nielsen data cited by Pichai. Google subscriptions, platforms, and devices revenues: $9.3 billion, up 14.3% YoY, primarily driven by YouTube paid subscribers.

On today's podcast episode, we discuss how this year will look as Google's cookies fade away, the biggest threat to Google's search dominance, how many consumers are moving to ad-supported streaming, whether Apple can move the VR needle, Peloton's content hub on TikTok, the first person to ever complete Tetris, and more. Tune in to the discussion with our analysts Ross Benes, Evelyn Mitchell-Wolf, and Max Willens.

Snapchat+ hits 3 million subscribers in part thanks to MyAI chatbot, while Snap focuses on partnerships and exclusive content to boost engagement.

What it means for Roku: For Roku, which already hosts events like Formula E racing and leads all FAST providers in viewership, securing MLB games would mark a significant expansion into live sports, potentially boosting its profile and attracting more subscribers.

Where regulations allow, banks can collaborate with influencers who are Gen Alphas: Toy reviewer Ryan Kaji has over 36 million YouTube subscribers, while 10-year-old personality Like Nastya boasts over 100 million, per Forbes. Leverage product placement in shows and films most popular with Gen Alpha.

There are a lot of sort of bargain offers to Spotify for new Premium subscribers that give them access to a streaming service like Hulu or something like that. So, they are still doing a really good job at onboarding new customers.

I think about the transparency thing, which is apparently one of the most vicious fronts between these two sides, and what they got was essentially something that's great for the Ryan Murphys and the Shonda Rhimeses of the world, where if you have a show that gets viewed by more than 20% of the streaming services subscribers, you get a nice fat bonus.

North America is the heart of the streaming wars between the major sub OTT service providers, and for good reason. The vast majority of potential sub OTT viewers in the US and Canada are already watching, so competition for their attention is fierce. Going forward, subscriber growth will need to primarily come from enticing preexisting user households to switch services or to spend more.

The company will roll out Squarespace Payments to its 4.9 million subscribers throughout this year. Squarespace is already migrating Stripe customers to its platform. Payment product launches will set the stage this year. US merchants can now offer Klarna installment plans and pay links to customers. Squarespace expects to roll out more products throughout the year.

Netflix and YouTube are siphoning subscription revenues from pay TV鈥檚 losses. By the end of 2025, more than half of US video subscription revenues will go to streaming services.

Premium subscribers continue to account for a smaller and smaller share of its total ad supported, accounting for more and more. Premium subscribers used to account for 46% of the total back in Q2 2020. Today it's just below 40%. So that's going down. Let's move to the money they made, Danny. So revenue growth was 11%. That's half of the growth it saw in Q2 last year. So the money side was less great.

Dish ended 2022 with 7.98 million retail wireless subscribers. Its pay TV base stood at about 9.75 million, made up of around 7.4 million satellite subscribers and 2.3 million Sling TV subscribers, per Fierce Wireless. Dish鈥檚 stock hit a 14-year low after the cyberattack.

Dish, which is a player in highly competitive video and mobile segments, could see a user exodus whittle down its subscriber numbers unless it can figure out how to resolve the various issues facing its services.

The retailer will account for nearly three-quarters (74.2%) of US retail media ad revenues this year, helped by its push into ad-supported streaming. Go further: Interested in assessing more Amazon advertising metrics? Industry KPI subscribers can immediately measure their performance against more than 400 industry benchmarks. See more here.

Thanks to Hulu and ad-supported tiers, Disney streaming profits: The company solidified its position as a streaming ad leader with a strong Q3.

Despite the Basic With Ads subscription tier being released just two weeks ago, we鈥檙e forecasting Netflix will see US ad revenues of $830 million in 2023, growing to $1.02 billion in 2024. It鈥檚 an impressive acceleration in ad revenues, but it puts the company behind a few streaming rivals.

Netflix鈥檚 advertising strategy is evolving as streaming services raise subscription prices to sway users to ad-supported tiers.

But its rates are comparable with YouTube鈥檚, which operates in both the social and streaming spaces. CPM rates are increasing on social platforms, signaling heightened competition. Over the past few years, social media platforms have been majorly disrupted due to AI advancements, privacy-related shifts, and the meteoric rise of short-form video, among other factors.

Amazon Prime Video will introduce ads to its streaming content starting on January 29. The move will leverage Amazon鈥檚 existing ad business and first-party retail media data to deliver ads on video content, something the company already does on Freevee and Fire TV. Here are five charts to prepare advertisers for this change.

So about third of Netflix's total subscribers coming from that region added more than a million. That region is approaching 76 million total. But Danny, what's your takeaway? After the streaming giant added 6 million new users worldwide and over a million in the US and Canada. Daniel Konstantinovic:.

Existing genAI chatbots have attracted significant numbers of premium version subscribers鈥攖hough mostly for professional purposes. Consumer satisfaction with agents also could offset lower clickthrough rates (CTRs) for ads. Even if clicks and impressions go down per answer, more requests will provide more ad slots. Factors that will influence the speed of development and capabilities of AI agents.

YouTube's other businesses though, in November the company had 80,000,000, eight zero million paid subscribers of music and premium services. That's up from 30 the previous year from 30 to 80. And YouTube TV, it's streaming TV offering has over 5 million subscribers. That's where it is, Evelyn. It seems like a pretty valuable property.

Ad-free YouTube Premium is available in Canada, but it鈥檚 unclear how many subscribers there are in the country. In the US, there will be 35.7 million YouTube Premium subscribers this year, equal to 15.4% of YouTube viewers. The Streaming Wars Are Heating Up in Canada. Five years ago, Netflix was the dominant OTT player on the Canadian scene.

A focus on subscriptions for things like games and cooking鈥擳he Times added 180,000 subscribers in Q3鈥攁nd well-timed M&A like the acquisition of Wordle and The Athletic have propelled the news giant to strong quarterly results while its contemporaries struggle. Our take: The success of The Times can鈥檛 be replicated by every digital media company.