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The news: OpenAI began rolling out freeChatGPT鈥檚 search Tuesday to all logged-in users two months after it made the feature available to paidChatGPT Plus and Teams subscribers. It鈥檚 OpenAI鈥檚 boldest move to disrupt search to date and an indication of where it intends to focus its expansion on its path to becoming a for-profit company.

Looking at Disney's streaming efforts, Disney+ in particular, checking in on those numbers, Robbie Whelan of the Journal was writing that the number of domestic Disney+ subscribers fell slightly to 46 million, likely the result of price increases he was saying, but the service lost fewer subscribers than Wall Street analysts had predicted.

As streaming prices ascend, focus shifts to ad-supported tiers: All eyes on maximizing ARPU versus user growth.

YouTube TV surges to 8 million subscribers: Google鈥檚 diversification strategy is paying off as it keeps a finger on the pulse of consumers鈥� digital entertainment preferences. Read article. Walmart eyes Vizio acquisition for $2 billion: The purchase could redefine smart TV advertising and give the big box giant an edge in revenue from shoppable ads and streaming fees. Read article.

Even the oldest members of Gen Alpha (born between the early 2010s and 2024) are younger than the iPad. For this digitally native generation, YouTube is the place to be, but other media channels like streaming platforms and even podcasts are popular. With the future of Gen Alpha鈥檚 social media use uncertain as states like Florida bar children under 14, marketers should know where the demographic is consuming content.

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.

While many streaming platforms rely on QR codes, Roman views these solutions as merely functional. She suggested that QR codes are not true commerce, stating that their use is 鈥渕ore transactional than anything else.鈥�.

We forecast that cloud games and streaming will grow the most of any gaming platform by 2025. Our take: Netflix, which had 220.6 million subscribers worldwide In 2022, per Business of Apps, can pivot into cloud gaming and generate new opportunities for user engagement and in-game advertising without disturbing its core business.

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

So Netflix added just over two million subscribers, just over two million, 1.75, between January and March of this year. The third consecutive quarter of positive growth after Q1 and Q2 of last year saw their total subscriber numbers fall. Their worldwide total is now 232 million subscribers. But Jeremy, what do you make of the just over two million new subscribers added in Q1? Jeremy Goldman:.

YouTube TV just passed Dish Network in total subscribers and is on pace to exceed DirecTV鈥檚 subscribers in 2025. By the end of 2025, only Comcast and Charter will have more pay TV subscribers than YouTube TV, per MoffettNathanson.

Snapchat+, which gives app loyalists access to exclusive features and perks, hit 5 million subscribers recently. X (formerly Twitter) already has X Premium, which offers perks but still contains ads. Bloomberg reports that CEO Linda Yaccarino told the platform's financial backers that it is testing three premium tiers that show less ads.

Those additions could bolster what may be slow growth for the service: Xbox last announced Game Pass had hit 25 million subscribers in January 2022, but documents accidentally leaked by Microsoft revealed that Xbox chief Phil Spencer told FTC investigators that the service鈥檚 subscription count had barely moved by October 2022.

On today's episode, we discuss how recent YouTube TV price hikes will affect subscriptions, whether streaming TV actually costs less than cable, and if a sports streaming hub is a viable product. "In Other News," we talk about what Roblox's new ad rules will do to the metaverse and why Walmart+, Walmart's membership program, is resonating with high-income shoppers. Tune in to the discussion with our analyst Daniel Konstantinovic.

Rough beginnings: The historically ad-averse Netflix spun up an ad-supported tier in an incredibly short amount of time last year to appease investors upset about its first-ever subscriber loss. While the fast turnaround was impressive, a rushed launch led to some early bumps.

Advertising opportunities: Prime subscriber growth bodes well for Amazon鈥檚 ad business, especially following the rollout of the company鈥檚 ad-supported Prime Video tier. Amazon could generate anywhere between $1.3 billion to $3.3 billion in revenues from Prime Video ads this year, according to various estimates.

The two programs totaled 307,000 subscribers at the end of Q4 2023, compared with just 119,000 at the end of 2022. The subscription programs are boosting customer engagement: Subscribers made purchases 2.2 times more frequently than non-subscribers. And they鈥檙e helping Sezzle push further into stores: One-third of Anywhere orders were made in-store.

I'm fascinated to see what the subscriber numbers look like for Sunday Ticket, whether they do some heavy discounting later on because streaming prices we've seen go up across the board, but only by a few dollars.

That's sinking as cable subscribers leave, and streaming is supposed to be its lifeboat. Paramount+ has over 60 million subscribers and it's got some hits; Max said Yellowstone, but it's lost over $1 billion in the first nine months of last year, and seems years away from breaking even. For our final argument, we're talking about IKEA and whether they can save the mall, is question three.

Gen Zers may be willing to pay for online services, but they鈥檙e also the most likely to access streaming TV through someone else鈥檚 subscription, according to DISQO, with more than half (55%) of Gen Zers saying they鈥檙e password sharers. 91% of consumers say they would react negatively if free websites and apps they use started charging.

Really depends on the publisher, but we have seen that, and I think we actually have some data on this via Reuters from early in the year, the change in paid subscribers in the past year, according to publishers worldwide, 43% say that it's up a bit, 30% say it's up a lot.

Let's start with the subscribers. Spotify added 13 million new subscribers this year reaching 615 million. However 13 million new subscribers was half as many as q1 of 2023. And its lowest number of subscriber additions in a year and a half. But Ross slice of pie is what we're playing for the first question. What contributed to Spotify is decent but not stellar. 13 million new subscriber additions.

YouTube TV subscribers jumped nearly 50% in a year thanks to Sunday Ticket. Amazon, Walmart turn to shoppable TV ads to shorten the path to purchase. Note: Respondents were asked "How short would ad breaks need to be in order for you to watch a free streaming service?".

Over one-third (37.7%) of US consumers鈥� time spent with TV is with streaming services, per Nielsen. Cable is not far behind, with a 30.6% share of consumers鈥� TV time.

And while subscribers tend to spend more time on the app, the number of subscriptions isn鈥檛 yet large enough to make a dent. Daily user time in the US will be up roughly 1 minute over last year but will slip backward slightly in 2024. The big picture: TikTok is a huge reason for the sustained growth in overall time spent with social networks since the pandemic.