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Its ability to scale rapidly while maintaining high user engagement gives it momentum that traditional banks are struggling to match. Perhaps most importantly, Revolut鈥檚 subscription-based revenue model is something legacy banks have yet to fully explore.

The news: Roblox and Google have partnered to bring rewarded in-game ads to the platform to boost user engagement and ad revenues. Users can watch full-screen video ads that are up to 30 seconds long in exchange for in-game benefits like power-ups or extra lives. Marketers can buy ad spots through Google Ad Manager, which will start offering image and video billboard ads in coming months.

YouTube launched its 鈥淧eak Points鈥� feature, which uses artificial intelligence to identify the emotional peaks of video clips and place ads within those moments, as user engagement and attention tends to be higher. The platform also introduced 鈥淐ultural Moments Sponsorships,鈥� a feature giving advertisers an opportunity to place promotions 鈥渁t the heart of moments they care about,鈥� per YouTube.

Time Spent With Connected Devices 2024 (蘑菇AV subscription required).

Still, YouTube鈥檚 continued efforts to make Shorts a stronger TikTok competitor, through updates like increased video lengths, will propel user and time spent growth in 2025鈥攅specially if a TikTok ban goes into effect. Entertainment platforms will also compete for users鈥� time.

Time spent with CTV in the US will increase by 20 minutes per day per person between 2023 and 2025, according to our forecast. As people watch more CTV, they see more ads, which increases the amount of inventory in the market. Streaming is becoming more popular, and the companies that own streaming services are grappling with how to generate profits in uncharted territory.

Spotify has tested several initiatives that could broaden its advertising appeal, including pushing video podcasts and leaning on AI to encourage use of Spotify as an audio companion in a bid to boost time spent.

On today's podcast episode, we discuss whether teens will need permission to access social media, if companies saying goodbye to the CMO role is a good move, Spotify's video plans, the path for ride-hailing firms, better ways to measure progress, and more. Tune in to the discussion with our analysts Ross Benes, Carina Perkins, and Max Willens.

Momentum is currently on OpenAI鈥檚 side: The company just released its latest models, including the Sora video generator and Advanced Voice mode with Vision updates. ChatGPT-integration is also available on selected iPhones with Apple Intelligence, which could help accelerate mobile generative AI (genAI) use and adoption.

TV networks rely on Netflix for distribution: A deal between Netflix and French broadcaster TF1 is a clear sign of how video power dynamics have shifted.

Content creators, numbering close to 50 million worldwide, represent a key audience for smart glasses marketing, with early adopters using the glasses primarily for video content creation and social media sharing. Predictions. Smart glasses adoption will surge in 2025, driven by Meta's Ray-Ban retail launch.

On YouTube, for every minute of real time, there are over 30,000 minutes of video to review. Meta鈥檚 scale presents a similarly daunting moderation challenge, with over 2.1 billion Facebook users and over 1.5 billion Instagram users worldwide, per our forecast. (We estimate that video represents more than 60% of US time spent on Meta platforms.)

The risk: Putting constraints on user engagement hasn鈥檛 always worked out. BeReal spiked in popularity in 2022, but its lacking revenue model and declining engagement led to a buyout last summer.

By all metrics鈥�time spent with the medium and percentage reach鈥擣rancophone consumption stands out. Weekly time spent with TV was 26.4 hours in fall 2024. That鈥檚 among Francophone Quebecois, according to Thinktv鈥檚 reporting of Numeris鈥� Video Audience Measurement (VAM) of adults. That鈥檚 well above VAM time spent data for neighboring Ontario, which was 15.6 hours weekly.

That growth will be powered more by higher CPMs than increased time spent or a rapidly growing user base. After many years of rapid penetration and time spent growth, we now expect that overall time spent with TikTok will plateau in 2024, then remain flat over the next couple years. Among existing users, time spent with the app will decline for a second consecutive year in 2025, to 50 minutes per day.