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The news: Meta is planning another VR headset, codenamed Loma, to compete with Apple鈥檚 beleaguered Vision Pro, per The Wall Street Journal. The product will look similar to its Ray-Ban Meta Smart Glasses鈥攔ather than a traditional headset goggles design鈥攁nd feature higher-fidelity video than the Quest line of headsets. Meta is offering millions of dollars to Disney, A24, and others for exclusive IP-based gaming content to avoid the Vision Pro鈥檚 pitfall of lacking compelling content. Our take: Meta鈥檚 renewed headset push shows the company is learning from past missteps, but success will hinge on whether Loma can offer must-have experiences at a justifiable price.

Disney introduces perks programs for Disney+, Hulu: The programs aim to entice new subscribers and keep existing subscribers around if budgets tighten.

Video's near-future trends are taking shape鈥攁s digital pay TV loses its momentum, livestreaming ecommerce is gaining traction.

On today's podcast episode, we discuss why households with no pay-TV (traditional or digital) will be the majority and if livestream shopping in America can become habitual. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, and Senior Director of Forecasting Oscar Orozco. Listen everywhere and watch on YouTube and Spotify.

Disney鈥檚 ad-supported automated inventory goes global: The move unlocks new opportunities for advertisers to capitalize on Disney鈥檚 massive reach.

DirecTV wants a piece of the post-Venu streaming world: The pay TV provider is repositioning itself, but pricing could be a hurdle.

With most of the US already watching, growth in overall OTT viewership has slowed to a crawl. But some platforms, formats, and service tiers are still booming, and digital pay TV is complicating the linear TV narrative.

YouTube TV is poised to claim a 10% share of the $85 billion US pay TV market by the end of 2026; our own forecast has the service making just shy of $10 billion this year in the US. Per MediaPost, YouTube generates $0.18 per streaming hour in US ad revenues, behind Pluto TV but ahead of Tubi and The Roku Channel. Why it matters: Our data reinforces the bullish outlook.

YouTube tops TV rankings: Nielsen鈥檚 February data shows YouTube capturing 11.6% of TV viewing, overtaking Disney and redefining the streaming landscape.

These deals aren鈥檛 just PR鈥攖hey鈥檙e lifelines for companies under pressure to commercialize AI fast, with Nvidia providing the hardware and software edge to do it.

Disney鈥檚 鈥渃ontent everywhere鈥� strategy, broken down: The company is working to maintain advertising dominance by capitalizing on live events.

This deal would place Fubo as 鈥渢he sixth largest player in the pay TV space by subscribers,鈥� per Fubo CEO David Gandler. The deal has faced some backlash, with US Senator Elizabeth Warren arguing that it could lead to higher prices and less market competition while giving Disney a lead as the second-largest digital pay TV provider.