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Cooking and video games are two of the most popular categories among Gen Z and millennials on YouTube when they鈥檙e looking to learn something new, per YPulse, while fashion and beauty is No. 1 on TikTok. Methodology.

When I start thinking about gaming and other things that people at 12 year old are doing on their phones, I think it will also be increasingly important for financial institutions to start thinking about how they interact with consumers outside of the walls of the digital assets that they own. So there's always been lots of dialogue about the metaverse and other things.

So imagine for a moment that you're an advertiser and you're spending a little bit of money buying ads on Amazon, but then you think, 'Oh, well maybe I'll start spending and using this money to target people on Facebook or on Instagram.'

So today, data center processors for analytics and AI have quickly become Nvidia's largest source of revenue. There's a Visual Capitalist piece pointing this out. 80% of the money comes from that from data center processors for analytics and AI. So 80% there and that surpassed the company's historically largest source of revenue, which is GPUs, graphic processing units, now 17% share.

Yeah, I think it's a, I mean they're operating in an environment where consumers are being cautious, they're being thoughtful about what they're spending on how they're spending it, and Amazon managed to deliver pretty strong numbers. Marcus Johnson (17:16):. Jeremy,. Jeremy Goldman (17:17):.

On today's episode, we discuss whether watching TV with other people ruins the potential of targeted connected TV (CTV) ads, who's winning the CTV advertising race, and how CTV stacks up against traditional TV ad spending. "In Other News," we talk about Netflix's road map for video games and what to make of its 1 million user milestone for its ad tier. Tune in to the discussion with our analyst Paul Verna.

We are looking at perhaps the other games from Tencent as well that are becoming popular, especially the gaming apps, that are becoming popular around the world. So there's huge ramification in this. Bill Fisher:. Really interesting stuff.

And the fewer ad revenues Twitter generates, the less money creators, including Tucker Carlson, can make from the ad revenue sharing program that Musk has promised. Marcus Johnson:. A smaller part. Jasmine Enberg:. Right.

So it's not necessarily something overt that he takes away, but rather those inferences from conversations around consumer sentiment and spending. Sara Lebow:. Did he see a change from this year to last year? Zia Daniell Wigder:. Yes. Yep. He said last year there was quite a lot of conservative spending on the event.

So to already be commanding that much ad revenue and just conversation, honestly, it's pretty impressive. So it will certainly have an impact on what marketing budgets look like.

It is not going to make me spend $3,500 to buy one, but yeah. So, zero points. Ross Benes:. There is a precedent in this. I went to the Wikipedia page for Virtual Boy and it says, "Its failure has been attributed to its high price.". Evelyn Mitchell-Wolf:. There you go. Ross Benes:. It's just history going around again. Marcus Johnson:. The type of qualitative analysis-. Ross Benes:.

We're talking about revenue from advertising, from sponsorship, and subscription as well.

Yeah, but the revenue generating opportunity, right? It's like how we talk about viewers in India for Disney plus Hot Star, right? The ARPU is just so low. So yes, WhatsApp. I mean I know I've traveled abroad.

So I'm going to go with digital gaming. Of all the kids on the internet, half of them are playing a digital game, and so I think it's really interesting because Gen Z is currently the leading generation, right, even compared to millennials, which are so much bigger than them. Gen Z is like, it's one of the few areas where Gen Z has a higher level of penetration and size.

I think this story came potentially, there's been various surveys on this, but the YouGov survey found that 18 to 24 year olds do prefer watching clips or highlights of live games more than watching games in their entirety. But if you look at the survey and almost a nearly identical number was a little bit less prefer watching live games while 25% of them enjoy watching both. So it was split.

So it's saying 10 years ago the idea of internet gaming addiction was introduced. Dr. Michael Rich, Director of Digital Wellness Lab at the Digital Wellness Lab at Boston Children's Hospital, saying he prefers the term...

They will also have a lot more revenue just over the next several years from proceeds from bets. We have a recent forecast out that shows that sports betting handle in the US is going to reach 230 billion by 2025. That 230 billion isn't revenues, it's handle. It's the amount of bets placed, essentially. Marcus Johnson:. Right. And there's still lots of money to be made, though.

Another interesting thing is that they've introduced a premium tier, so if someone spends 1,000 Pounds with them within a 12-month period, they automatically get upgraded to NDULGE Deluxe, which offers 10 Pounds for every 100 points spent, and a full-size luxury birthday gifts.

Because you're right, there is a long history of people overreacting to video games and rap music and so on. But this is also happening on a scope that I think surpasses those previous examples. Marcus Johnson:. Carina, what'd you think? Carina Perkins:. Yeah, I agree.

In 2009, which is another recessionary sort of difficult time, the spend was $13 billion. This is the highest expected spend for Easter. That's $192 per person. On average, 81% of Americans say that they are egg-cited to participate-. Marcus Johnson:. Oh, don't do that. Suzy Davidkhanian:. ... in Easter. Can you guys guess what is the one category that over 90%...

Two, until recently, the App Store limited the availability of cloud gaming apps played without an iPhone. Three, it's harder to send SMS messages between iPhone and non iPhone people, think the green bubbles. Four, when you pair a non-Apple smartwatch with the iPhone, the experience isn't as good, and five, you can't use digital wallets on the iPhone very well, except for the Apple Wallet.

It's going to spend a billion dollars, or north of a billion dollars, on content. And because of the visibility that they have into what people watch, what kinds of services they use, they can spend money in a way that's smarter, not harder. They don't have to just spend a crazy amount using a siloed vision of what people like to watch.

However, Tim Basinger of Axios was noting that even with a shrinking audience, it's still an important revenue driver for ABC who's aired the show since 1976. It's the most expensive non-sports ad-buy, costing advertisers over $2 million for a 30-second commercial and bringing in about $125 million in ad revenue.

Yeah, I mean, we've been covering the story a lot about publishers laying off, journalists struggling with their site traffic since the pandemic surge, and contending with how search traffic is changing and how that's impacting their portions of revenue, dependent on ads.