蘑菇AV

Nielsen鈥檚 Gauge previously found that FAST services like the Roku Channel, Tubi, and Pluto TV account for a higher share of US TV use (4.3%) than the combined usage of Paramount+, Peacock, and Max (3.7%), which all include advertisements for specific subscription tiers. This indicates that advertisers could find more value in FAST services than ad-supported subscription video-on-demand.

Growing consumption of ad-supported video-on-demand (AVOD)鈥攐n platforms like Netflix and Crave and free ad-supported streaming TV channels like PlutoTV, Roku, and Tubi鈥攈as also increased video ad spend. Click here to view our forecast on Canada digital ad spending by format. Search鈥檚 share of digital will be 42.1% in 2025. It鈥檚 been a decade since search held a larger share than display.

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 is projected to earn $40.03 billion in global ad revenues (gross) in 2025, a 759% increase from 2015.

Although its viewership totals trail major FAST competitors like The Roku Channel (87.0 million), Tubi (79.3 million), and Pluto TV (64.8 million), Samsung is positioning itself as a premium and engaging alternative. The broader CTV market is undergoing rapid transformation, with US CTV ad spend projected to surpass traditional TV in 2028, reaching $46.89 billion.

鈥攚hich owns Tubi鈥攕aid that Prime Video鈥檚 ad launch 鈥渃aused a lot of other streamers to really fight hard for their revenues and drop pricing鈥� while 鈥淭耻产颈 did not have to.鈥�. While The Roku Channel is included in the preceding chart, Roku generates ad revenues in other ways, including by selling inventory on behalf of streaming services included on its platform.

Younger consumers are increasingly turning to these services, and FAST options like the Roku Channel, Pluto TV, and Tubi account for a higher share of US TV use (4.3%) than Peacock, Max, and Paramount+ combined (3.7%), per a Nielsen Gauge report, indicating these channels are gaining value.

On the video front, Spotify also has to worry about potential entrants like Netflix; Fox鈥檚 Tubi is also entering the market through its purchase of Red Seat Ventures. Our take: Simmons is at the center of Spotify鈥檚 shift from costly licensing deals to sustainable, ad-supported content and video. Spotify is betting big on video to drive engagement and ad revenues.

Tubi is making gains. Over a 12-month period, Tubi鈥檚 share of total time spent with TV increased from 1.4% to 2.1%, per Nielsen data. Of the services Nielsen publicly lists in its metrics, only YouTube gained more share during that time. More subscribers are opting for ad plans. Most streaming sign-ups are now ad-supported, according to Antenna.

Streaming success: Streaming played a major role, with 14.5 million viewers watching on Tubi and NFL digital properties. Tubi alone accounted for 13.6 million viewers, setting a new Super Bowl streaming record. This was the first time Tubi streamed the Super Bowl for free, expanding accessibility and showcasing the growing importance of digital platforms in sports broadcasting.

Keeping Red Seat under Tubi instead of Fox News suggests that Fox sees streaming and digital distribution as the next frontier for news, commentary, and entertainment. Red Seat鈥檚 client list provides Fox with opportunities beyond politics.

Can Fox turn Tubi into a major streaming brand? The free, ad-supported streaming service is in a strong position to weather a difficult chapter.

Netflix, Disney+, Max, Tubi, and Paramount all have a time spent share that exceeds ad revenues. In order to boost revenues without inundating users with ads, streamers will continue to partner with retail media networks to improve ad targeting and attribution capabilities. The trend toward CTV will be especially pronounced as retail media turns into commerce media.

Free ad-supported streaming TV (FAST) services represent the fastest-growing video format, with platforms like Tubi, Roku Channel, and Samsung TV Plus gaining significant traction. The average adult now spends about 19 minutes (0:19) daily with FAST services in the US鈥攏early double the time spent in 2021, according to our January forecast.

鈥淒isrupt, make noise, get people talking about Tubi the next day.鈥� That was the goal for the campaign, said Greg Hahn, co-founder and chief creative officer of Mischief, the agency behind Tubi鈥檚 鈥渋nterface interruption鈥� and 鈥渞abbit hole鈥�-themed Super Bowl ads. We talked to Hahn about Tubi and Mischief鈥檚 advertising approach.

he streaming service is expected to bypass the video-centric social media giant by 2026. Nonetheless, Netflix use is influenced by social media: 45% of Gen Zers choose what to watch based on trending content, according to Tubi.

FAST platforms like Roku, Tubi, and Pluto TV are gaining buzz from viewers and industry professionals alike. Find out more about the FAST landscape.

Free ad-supported streaming TV (FAST) services like The Roku Channel, Tubi, and Pluto TV will bring in tens of millions of viewers this year, though time spent with the platforms isn鈥檛 comparable to that of Netflix or YouTube, according to our forecast. Still, marketers should keep an eye on these streaming services, especially those with parent companies like Paramount or Fox that may be able to spin free viewers into paid members.

On today's episode, we introduce you to the FAST (free ad-supported streaming TV) services (e.g., Tubi, The Roku Channel, and Pluto TV), explain how they became so popular, and look ahead to see what their ceiling is. "In Other News," we talk about whether the advertising space is on the mend and how significant of an ad player Microsoft is. Tune in to the discussion with our analyst Ross Benes and director of Briefings Jeremy Goldman.

Digital realty company Opendoor plans to sell a house live during its Super Bowl ad slots on Sunday. It鈥檚 an ambitious campaign that required the help of Mischief, the creative agency behind last year鈥檚 viral Tubi Super Bowl ad. Sunday鈥檚 ads consist of two 30-second spots, one teasing a house listing on Opendoor鈥檚 site and the other showing the results of the sale鈥攍ive.

This screen commands the heaviest share of viewer engagement and is addressable via multiple ad channels: linear or live TV spots; ad-supported video-on-demand services such as Netflix, YouTube, and a host of others; and free ad-supported streaming TV (aka FAST channels), including Pluto TV, Tubi, Rakuten, and Roku. Influencers are a key channel for targeting Gen Z.

Shoppable TV is growing as a commerce platform, as evidenced by Fox-owned streaming service Tubi hosting a shoppable Super Bowl stream through Sunday's big game. Still, a vast majority (82.9%) of retail sales will be purchased via physical channels in 2025, per our October 2024 forecast.

The game will be broadcast for free on Fox-owned streaming service Tubi, expanding its reach to millions more viewers. The NFL owned 93 of the top 100 broadcasts in 2023, per Nielsen, cementing its games as the premiere inventory for advertisers.

Tubi. Yeah, some of these have a staggering number of users as well. I was looking at a chart I think again from Europe, boy, Ethan. Roku channel, 87 million, Tubi, close to 80 million, Amazon freebie, Pluto TV, all of them between 65 to 80 million viewers each, which is not nothing. Ethan Cramer-Flood (18:21):. I mean, because they just make it so easy. Marcus Johnson (18:22):. Yeah.

Can Tubi break into a tight UK streaming market? The Fox-owned service launched in the UK last week hoping to capitalize on a turn toward cheaper streaming options.