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狈别迟蹿濒颈虫鈥檚 ad tier rebounds from a shaky launch: With viewer expectations hitting their marks, Netflix is looking to the future of its ad business.

For the first time, US adults will spend more time per day with digital video than with TV this year, according to our forecast, as the cord-cutting revolution takes hold. Total time spent with digital video and TV will remain just over 6 hours per day, the same amount it鈥檚 been since 2020.

Entertainment includes amusement and recreation, box office, film, music, OTT video platforms, sporting events and ticketing, and video games (excluding video game hardware).

A top spending category for purchases made on the debit card was gaming, which grew 46% YoY. Square. The number of omnichannel Square sellers grew 12% YoY. They leaned on discounts to lure in shoppers, offering on average a 19% discount. Square鈥檚 restaurant sellers got a 12% transaction boost from the holiday weekend.

Entertainment includes amusement and recreation, box office, film, music, OTT video platforms, sporting events and ticketing, and video games (excluding video game hardware).

On today's episode, we discuss the significance of the recent deal between Microsoft and OpenAI, whether TV is changing streaming back into TV, if the esports bubble has officially burst, whether Apple Maps' upgrades can start chipping away at Google's search dominance, some interesting facts about monarchies around the world, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, director of forecasting Oscar Orozco, and analyst Max Willens.

Industry impact: Klarna鈥檚 model as a founder factory could be applicable to other industries, specifically genAI, video games, and software development.

In the same way Gen Alpha was born with a smartphone in their hands, they were born gaming. Marketers need to leverage this by attaching gaming opportunities to brands, the way Lego has on its website, or building experiences within games like Roblox. Interactivity is important beyond gaming as well. As true digital natives, members of Gen Alpha can spot paid promotional content immediately.

US internet users spend more time listening to digital audio than they do streaming video, using social media, or playing video games. Their ability to listen to music while doing something else plays a significant role. Music complements and accompanies people鈥檚 activities more than many other types of media. Who is listening?

The major telecom players are leaning into bets on the future鈥攆rom gaming to working with startups鈥攖o get ahead. Verizon goes all-in on gaming and live events. Betting big on mobile gaming, the company launched a 5G-enabled device earlier this year. For those consumers who have ever lost phone reception at a concert, high-capacity events are a key application for 5G鈥攁nd Verizon is taking advantage.

On today's podcast episode (part 1), we discuss what publishers can do about GenAI that summarizes answers, how to strike the right ad load balance, and who has the best 'what-to-do-about-social-media' strategy. "In Other News," we talk about what social app BeReal's next move will be and why X (formerly Twitter) is pivoting to CTV. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Daniel Konstantinovic.

Additionally, according to a March 2023 survey by HarrisX and Samba TV, 44% of Gen Zers have paused an ad on TV to then research the ad on their smartphone. Gen Z will have the highest rate of VR usage by 2028. Our forecasts indicate that 25.8 million US Gen Zers will use VR in 2024, just a few million behind millennials鈥� 29.5 million.

As ecommerce growth returns to pre-pandemic levels, it will continue to drive total retail sales over the next few years. Retailers looking to drive sales need to focus on a seamless omnichannel experience and use deals to convince consumers to spend. Meanwhile, retail media鈥檚 growth shows no signs of slowing, but advertisers and retailers must work together to ensure future success.

Cathy Hackl, founder and co-CEO of consultancy Spatial Dynamics, pointed out that for Gen Alpha, 鈥渨hat happens in virtual worlds is very real to them,鈥� as they are growing up immersed in gaming environments and with conversational AI tools like Amazon鈥檚 Alexa. Cole of ShopARI noted that Gen Alpha is already taking to new tools to express their creativity.

It鈥檚 not just music platforms like Apple Music or YouTube Music with their own versions: Gaming platform Steam, grocery service Instacart, and many other apps across industries also roll out end-of-year personalized campaigns.

Q4 is the timing of its largest annual marketing project, Spotify Wrapped, which carefully catalogs a listener鈥檚 user habits in a shareable deck that鈥檚 been mimicked not just by audio competitors, but streaming services, gaming platforms, and more.

But for brands selling to younger audiences or a particular community like gaming or crafting, Reddit and Discord are far more effective because the forums focus on specific communities and self-moderate to ensure posts remain relevant. 鈥淏eing more specific about our people helps us choose the best platform to leverage,鈥� said Collins. 3.

Entertainment: Includes amusement and recreation, box office, film, music, OTT video platforms, sporting events and ticketing, and video games (excluding video game hardware).

Bukalapak will focus instead on virtual products like mobile phone top-ups, gift cards and vouchers, utility bill payments, and credits for video games or mobile apps. Blibli.com market share will stay flat. The platform continues to expand its omnichannel strategy, enhancing consumer touchpoints and delivering an integrated shopping experience.

Gaming video content viewers鈥攚hich we define as internet users who watch live or recorded videos of others playing a video game on a digital video platform at least once per month鈥攚ill follow a similar growth trajectory. Viewership grew 47.5% between 2018 and 2020 but only 13.5% from 2020 to 2022, and it鈥檚 expected to rise just 8.8% over the next four years, to 65.9 million.

I know in Canada, regulations are in the works and near completion to regulate sports betting advertising. Let me just read this. It's a bit of a mouthful. It's an act called the National Framework on Advertising for Sports Betting, and a big part of that is to protect minors from exposure to these ads and also to put it in the same class as alcohol and tobacco, which are very addictive. (15:24):.

The real identity of the wallet owner is not visible to the app, preventing it from accessing personal data鈥攁nd therefore monetizing or using it for ad targeting. With certain apps, however, users can choose to store personal data on their wallets and monetize it themselves. Hundreds of companies are building Web3鈥攂ut not all are decentralized.

Gaming studios that create content for Meta have laid off as much as half their staff after losing funding from Meta, per The Information. In July, Meta asked its Reality Labs hardware team, which includes Quest products and Ray-Ban Meta Smart Glasses, to cut spending by about 20% by 2026.

In today鈥檚 episode, host Bill Fisher is joined by Paul Briggs, Man-Chung Cheung, and Carina Perkins to discuss the broadcast winners of the Paris Games, how Olympic viewing habits are changing, and what to keep in mind when advertising during the event.

Video games, consoles, drones, and Apple MacBooks performed well. Similarly, Cyber Monday generated $11.3 billion in online sales, up 5.8% YoY, driven by deep discounts on electronics with video games, consoles, Apple Watches, drones, and digital cameras some of the top products. What鈥檚 the catch?