蘑菇AV

In 2023, TikTok became the first non-gaming app to generate over $10 billion in global consumer spending through purchases of 鈥渃oins,鈥� a virtual currency that users can purchase to tip creators, per data.ai. That鈥檚 partly thanks to features like contests, which allow creators across industries to go live in a split screen and compete for audience gifts.

The companies also sought to tailor their offerings to 鈥渒idults鈥� who have disposable income to splurge on video games and collectibles such as Hot Wheels. The trend has been a boon to Mattel鈥檚 vehicle division, which grew 12% YoY in Q3.

Why it matters: Microsoft is still an enterprise and productivity company鈥攂ut gaming and advertising are now growing faster than the company overall. That takes pressure off of the cloud segment (up 22% YoY), which has fueled much growth but shows signs of slowing down.

The average US adult will spend more than 8 hours per day on digital media this year, with about half of that time spent on mobile devices and more than a quarter on CTV.鈥�

Video streaming services, podcasts, video games, and retail media networks all sell inventory upfront. Click here to view the full forecast for upfront TV ad spending. Digital upfront spending is set to eclipse linear TV. We forecast that more money will be allocated upfront to digital video than to primetime linear TV for the first time this year.

A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5.

Key Stat: By 2026, 40.8% of US adults will use a dedicated genAI platform at least once per month鈥攂ut a higher share of the population will be using genAI that鈥檚 integrated into other digital touchpoints like social media, smartphones and other devices, ecommerce platforms, and gaming. Executive Summary. AI is becoming an active participant in online social media interactions in 2024.

Digital gaming and messaging will grow, but by less than 1 additional minute each. TV, meanwhile, did not lose as much time last year as we predicted, but it is still declining. Among platforms, YouTube, Netflix, Hulu, and TikTok lead the time spent rankings.

Smartphone gaming, a popular activity among teens and children, would be affected by a school day ban. Companies specializing in mobile gaming could observe a reduction in user engagement and in-app purchases.

In order to close the deal, Microsoft had to make concessions, giving French publisher Ubisoft the cloud gaming rights to Activision games made during the next 15 years. But in the meantime, Microsoft is free to pursue cloud gaming tech for the games made by its many other subsidiary studios.

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

And to your point about people being able to watch on-demand gaming content, eSports viewership, we estimate it's about 30 million people in the country. Not nothing, 3-0 million, but very flat. However, twice as many Americans watch gaming video content separate to watching gaming competitions.

AppLovin's Axon engine drives ad success: Its AI-powered product boosted software platform revenues by 66% year over year.

Yeah, I mean, I've been fascinated by Netflix's gaming effort for a while now, and something we've been writing about a lot in the marketing and advertising briefing is that gaming, it's major entertainment in the same way that TV and movies are. But the economics of game development are vastly different.