Will streamers band together to create a sports broadcast hub? ESPN is trying to persuade competitors to jump on board, and revenue pressures could sway them.
Article
| Mar 6, 2023
Amazon and Disney could team up on ESPN: Thursday Night Football could make Amazon a desirable partner for ESPN’s uncertain streaming future.
Article
| Aug 28, 2023
Disney and Charter’s carriage fee clash is a landmark moment: A new deal includes Disney+ and ESPN subscriptions for the linear TV service’s customers.
Article
| Sep 12, 2023
Article
| Feb 8, 2024
On today's podcast episode, we discuss whether the way people watch sports has changed, if Uber and Lyft will ever be able to turn a profit, whether Peacock can keep its head above water, what happened to the TikTok ban, what The Walt Disney Co. should do with ESPN, who's not on the internet, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Bill Fisher and Max Willens.
Audio
| Aug 24, 2023
On today's podcast episode, we discuss the main takeaways from this year's Super Bowl; which ads had the biggest impact; how Fox, ESPN, and Warner Bros. Discovery's (WBD's) new giant sports streaming service announcement changes the game; some unbelievable facts about trees; and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, director of forecasting Oscar Orozco, and analyst Max Willens.
Audio
| Feb 16, 2024
Disney also surpasses 10% when its separate brands—Hulu, ESPN, and Disney+—are combined. Hulu and Disney+ together will capture 10.8% of CTV ad sales in 2026. We do not have an estimate for ESPN ad revenues. OTT companies do earn ad dollars outside of CTV. Subscription OTT services, for instance, will earn $2.48 billion in ad revenues on mobile or other devices in 2026.
Report
| Dec 18, 2024
Per commentary from CEO Bob Iger, the company is further integrating its streaming offerings across Disney+, Hulu, and a forthcoming ESPN direct-to-consumer launch. While Disney said it anticipates a strong fiscal Q3 and 2025, recession fears and potential Hollywood tariffs could weigh on future results, despite the current quarter's gains. By the numbers:.
Article
| May 7, 2025
Disney’s carriage fee dispute game plan: The company blocked access to ESPN and more for DirecTV customers, flexing its power over pay TV providers.
Article
| Sep 3, 2024
On today's podcast episode, we discuss how the upcoming giant sports streaming service from Fox, Warner Bros. Discovery, and ESPN benefits The Walt Disney Co.; what will happen when Hulu and Disney+ combine; and why Disney is now choosing to invest so much in Epic Games. "In Other News," we talk about what to make of Roku's current market position and what YouTube Premium has taught us about ad-free video. Tune in to the discussion with our analyst Ross Benes.
Audio
| Mar 7, 2024
On today's podcast episode, we discuss why Disney+ is losing users, what a Disney+ password-sharing crackdown would look like, and the impact of ESPN Bet. "In Other News," we talk about what the Alliance of Motion Picture and TV Producers is offering at the latest writers strike negotiations and why The Roku Channel has become a legitimate player in the streaming wars. Tune in to the discussion with our analyst Daniel Konstantinovic.
Audio
| Aug 22, 2023
On today's podcast episode, we discuss the media companies with the highest TV usage, how ESPN is being maneuvered, how multiple new streaming bundles will change the game, and a tie up between Walmart and Disney for enhanced targeting and measurement across streaming. Tune in to the discussion with our vice president of content Paul Verna.
Audio
| May 21, 2024
On today's episode, we discuss what AI-generated ads will look like, TikTok testing a new AI chatbot called Tako, Formula One finding a new way to advertise on its cars, ESPN offering its channel as a standalone streaming service, what using VR in a car will look like, visualizing the US workforce as 100 people, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, director of forecasting Oscar Orozco, and analyst Max Willens.
Audio
| Jun 2, 2023
For biddable inventory, US advertisers can now access real-time ad opportunities on Disney+, ESPN, and Hulu through the Disney Ad Server. Canadian marketers can use preferred deals and private marketplaces, expanding programmatic guarantees. Programmatic guaranteed deals—video-on-demand and live inventory on Google Display & Video 360—are now available for select Latin America inventory.
Article
| Apr 9, 2025
On today's podcast episode, we discuss how all the different TV terms fit together, to what degree subscription revenues are moving from pay TV to streaming, who's winning the "digital pay TV" race, and how the new sports streaming service from Fox, ESPN, and Warner Bros. Discovery could change everything. "In Other News," we talk about what a new sponsor logo placement from the WWE will look like and how the US ad market is getting on to start the year. Tune in to the discussion with our analyst Ross Benes.
Audio
| Mar 14, 2024
If Disney’s standalone D2C ESPN app ever comes to fruition, it would likely become a disruptive player very quickly. People who watch Netflix love it. Netflix’s active users are deeply engaged, and its user base is so large that it also leads in time spent for the whole country.
Report
| Mar 7, 2025
ESPN is launching a flagship streaming service in fall 2025. Streaming services like DAZN and ESPN+ offer sports programming with smaller audiences, such as boxing and second-tier college football games. Although there are more digital sports viewers than traditional TV sports viewers, that doesn’t necessarily mean people are spending more time watching sports digitally.
Report
| Oct 23, 2024
Brands have heavily invested in March Madness 2025, with ad space across CBS, ESPN, and Warner Bros. Discovery nearly sold out before the tournament began, according to Tubefilter and Adweek. The surge in demand reflects the growing impact of college athletes as cultural influencers, especially through name, image, and likeness (NIL) partnerships.
Article
| Mar 26, 2025
This includes the recent announcement that Amazon and Disney will leverage the marketplace’s shopper data to target viewers across Disney+, Hulu, ESPN, and other platforms. As a result of these partnerships, we expect more than 20% of all ad dollars spent on CTV will be backed by RMN data by 2029. How brands can approach this opportunity.
Report
| Aug 12, 2025
Chart
| Aug 19, 2025
Source: Nielsen
Forecasts
| Mar 19, 2025
Source: ĢAV Forecast
Forecasts
| Mar 19, 2025
Source: ĢAV Forecast
The news: Disney led TV consumption in January among 14 media distributors, per Nielsen’s Gauge, largely due to its coverage of the college football playoffs on ESPN. Sports-centric streaming service Fubo also saw noticeable growth, putting it in competition with Comcast Xfinity’s recently launched bundle focused on sports programming and DirecTV’s MySports offering. By the numbers:.
Article
| Feb 28, 2025
So Disney plus, Hulu, ESPN plus, all of Disney's legacy channels, ABC, ESPN, and others. YouTube is watched more than all of those combined on televisions. This milestone marks a 50% increase in YouTube share from two years ago and reinforces the platform's growing prominence on the biggest screen in our homes, our colleague Jeremy Goldman writes.
Video
| Apr 7, 2025
ESPN seeing ad sales for women's college basketball tournament nearly 200% higher than last year. It's just a remarkable figure. We're talking about basketball, but as mentioning there are a ton of other sports as well that are seeing a lot of growth.
Audio
| Apr 14, 2025