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Amazon made several moves of late to consolidate its dominant position, including bringing ads to Prime Video and launching its own cookieless solution. Like Walmart, Home Depot, and a growing assortment of RMNs, Amazon is targeting non-endemic advertisers to capture a larger slice of the ad market.

Amazon: Although Prime Video is ad-free, Amazon has been making an advertising push. It鈥檚 expanding targeting options for Thursday Night Football games, has added more free ad-supported streaming channels to Fire TV, and has moved many original programs to its free ad-driven service, Freevee.

Ad revenues from Twitch, Freevee, Prime Video, and the Fire TV platform will total $4.72 billion this year, up 84.4% from 2023. That extreme spike mostly derives from Amazon switching all Prime Video users to ad-supported video-on-demand (AVOD) status in early 2024, but healthy OTT ad increases will continue beyond this year.

The company made ad-supported viewing on Prime Video the default for all Prime members, giving it a baked-in audience for advertisements that almost immediately dwarfed Netflix鈥檚 about 22 million ad-supported subscribers. Increasing the gap between ad-free and ad-supported plans continues Netflix鈥檚 existing strategy for boosting ad-supported subscriptions.

Prime Video users also sometimes find themselves watching Freevee without realizing it. However, given the major AVOD push coming from Prime Video, Freevee might eventually be rolled into Prime. Due to this uncertainty, we are not projecting Freevee鈥檚 viewership past 2024 for now. Read the full report, US OTT and Pay TV Viewership Forecast 2024.

How Amazon Prime Video and Netflix are balancing subscription and ad revenue. 5 key stats on CTV: Growth normalizes, subscriptions reign, and ad spend evolves. Gen Zers鈥� Netflix use is catching up to TikTok use. US advertisers are pulling money from linear TV to increase programmatic CTV spend.

CNN said Originals, joining current FAST offerings CNN Headlines and CNN Fast, is available on Amazon Prime Video, Freevee, Fire TV, and Plex. Roku Sports Channel will be accessible on Roku devices, Fire TVs, and Samsung and Google TVs.

In September, Amazon announced that Prime Video will have ads by default beginning in early 2024 in the US, UK, Germany, and Canada. The move could shake up the market. Amazon estimated that ads on Prime Video will reach more than 115 million US viewers per month, according to a pitch deck obtained by Insider.

Amazon Prime Video will have 14.1 million viewers this year, up 4.6% YoY. Prime viewership numbers are inflated to some degree since it comes free with a Prime membership, which is mainly predicated on shopping benefits from the ecommerce giant. Crave, a domestic offering from Bell Media, will have 7.3 million viewers this year, up 4.0% YoY.

The additional spend is being allocated to new formats, like Prime Video ads, and features like Amazon鈥檚 data clean room鈥攈elping to crystallize Amazon鈥檚 retail media dominance. The big takeaway: The Big Spring Sale should keep Amazon鈥檚 flywheel humming along nicely.

Netflix comes in second (173.7 million), followed by Amazon Prime Video (163.6 million), Hulu (130.7 million), and Disney+ (115.8 million). In time spent, Netflix takes the No. 1 spot, with viewers spending an hour per day on the platform, followed by Hulu (53 minutes), YouTube (50 minutes), Disney+ (23 minutes), and Prime Video (21 minutes).

For example, beyond access to exclusive sales, Amazon Prime offers a broad swath of perks, including fast, free shipping; a free Grubhub+ membership; Prime Video streaming service; Prime Music streaming service; and photo storage. Those perks have convinced 97.2 million US households to subscribe to Prime, per our forecast.

The two companies are in talks to strike a partnership for a planned revamp of ESPN for streaming, which could involve a distribution deal via Amazon Prime Video or even a minority stake in the sports network, The Information reports. Disney is reportedly considering charging as much as $25 to $35 monthly for the new service.

Big platforms like Netflix, Disney+, and Amazon Prime Video have incorporated ad-supported tiers into their previously subscription-based approaches. We project connected TV (CTV) ad growth will reach 21.2% this year, outpacing the overall media market. CTV advertising is becoming synonymous with TV on the whole.

But with Amazon now on the market with ads as the default for Prime Video, Netflix knows it has to do more than tout subscriber numbers to drive revenue growth.

It can鈥檛 boast the same audience sizes as Netflix and Prime Video, but users on the platform are incredibly engaged. From a scant 2 minutes in 2019, the average time spent will rocket to 19 minutes by 2025. Disney+ aside, the big subscription platforms are struggling to engage. Time spent on Netflix will level out at around 30 minutes per day, and Prime Video has leveled out at 11 minutes.

-based subscription video services (Netflix, Disney+, Hulu, Prime Video, Max, Apple TV+, Paramount+ and Peacock) and major broadcast and cable networks during January 2020 and August 2023. Luminate provided data on the networks' content output, including premiere dates, season counts, genres and renewal status, which was analyzed by the Variety Intelligence Platform.

Disney+ and Amazon Prime Video vie for second place. Regionally, Disney+ is poised to become the second-largest paid streaming platform, behind Netflix. It quickly grew in popularity in countries like Mexico and Argentina since its regional debut in November 2020鈥攃oming in well ahead of HBO Max and Amazon Prime Video.

Prime Video and Freevee are valuable assets as well. Advertising: 鈥淕oogle obviously built the first really revolutionary digital ad machine,鈥� said Lipsman, who also noted that Meta is 鈥渁 real performance advertising machine.鈥�.

All major SVODs now have ad-supported tiers, including Amazon Prime Video, Hulu, Disney+, Max, and Netflix. Ad-free: Streaming platforms that don鈥檛 feature ads, usually for a premium subscription price. These also include all major SVODs, including Amazon Prime Video, Hulu, Disney+, Max, and Netflix. This was originally featured in the eMarketer Daily newsletter.

The merger will undoubtedly drive increased industry competition, as the combined service could challenge established players like Netflix, Disney+, and Amazon鈥檚 Prime Video, creating opportunities and potential hurdles for advertisers.

The retailer鈥檚 coverage of the first-ever Black Friday NFL game featured shoppable ads from TCL, Dyson, and other brands, a blueprint that it could expand on as it looks to boost interest in its new ad-supported Prime Video tier.

These additions, only streamable in the US for a limited time, give subscribers more content for the same price鈥攁 strategy Netflix and Prime Video rely on. Despite owning acclaimed originals like "CODA," Apple's smaller, transient library struggles against competitors' extensive permanent collections, highlighting the need for a broader, more stable content strategy.

Although Disney+ and Amazon Prime Video paled in comparison with Netflix, they were still far ahead of local players in the ranking. Globoplay bucks this trend only in Brazil. The platform was the fourth-most popular service there, with 20.7% of paying subscribers. It came in ahead of YouTube Premium (19.6%) but behind Disney+ (21.7%) and Amazon Prime Video (33.7%).

Online sales are back in growth in the UK, but the fortunes of key ecommerce retailers have been mixed, with some suffering a greater blow from the cost-of-living crisis than others.