蘑菇AV

The TV-to-AVOD revolution will happen faster than you think. Ad-supported video on demand (AVOD) viewership recently overtook pay TV viewership, but the disruption generated by this sea change has only just begun. In 2024, the combined viewership of free ad-supported TV (FAST) platforms and ad-supported subscription over-the-top tiers鈥攊n other words, the total AVOD audience鈥攚ill exceed 180 million.

Our take: With over half of Brazil's internet users already consuming news online and Mexico's digital news landscape rapidly evolving beyond traditional powerhouses Televisa and TV Azteca, NBC News Now's ad-supported, free-to-access model seems tailor-made to meet the demand in these markets.

I think President Biden and Donald Trump joining TikTok really is a case in point of just how important digital platforms, social media platforms in particular are to reaching those young voters who aren't going to be watching traditional TV and are less receptive to traditional forms of advertising. Matteo Ceurvels (10:44):. I concur with that.

Reddit鈥檚 community tools could disrupt traditional ad targeting by prioritizing group sentiment over individual data. Publicis, Hershey, Comcast, Jackbox Games, and Lucid Motors are among early testers. Why it鈥檚 worth watching: With its large base of over 22 billion posts and comments, Reddit is turning to AI to make its community data accessible at scale.

As of last year, more folks watched live sports on digital platforms than those who watched on traditional pay TV. Oscar Orozco:. That's right. Marcus Johnson:. According to our forecasting team. And that gap's going to expand this year to 20 million more folks watching sports on digital versus traditional. So it's already a thing. It's just new for Netflix.

Expanding beyond traditional video sharing is paying off. YouTube TV, NFL Sunday Ticket, and YouTube Music Premium are driving subscription growth as the platform diversifies into live sports and music streaming. YouTube is also making a bold play for the living room screen.

On today's podcast episode, we discuss what non-AI technology took the spotlight at this year's Consumer Electronics Show (CES), second-tier TV audiences, what streaming will look like in a few years, what its like to shop with a chatbot, how digital grocery will take things up a notch, how big the sun actually is, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, analyst Bill Fisher, and forecasting analyst Zach Goldner.

On today's podcast episode, we discuss why the Atlantic thinks "Google is playing a dangerous game with AI search", the best new membership perk that retailers should introduce, TV networks strategy to deemphasize age, whether every brand needs a personality, why the Taj Mahal was built, and more. Tune in to the discussion with our analysts Blake Droesch, Bill Fisher, and Carina Perkins.

There are still a lot of people paying for traditional TV, and I don't think the story of TV's death is over yet, that's going to continue to play out. So, we've got 111 million people that are still traditional paid TV viewers, something like 50 million households are traditional paid TV households.

So it's kind of looking a lot more like traditional TV. Marcus Johnson:. Yeah. Carina. Carina Perkins:. Yeah. So I have invented my own new scale-. Marcus Johnson:. Ah, [inaudible 00:27:55]. Carina Perkins:. ... and it's called, who cares? YouTube is the real threat to Netflix and Disney. Marcus Johnson:. Oh. Suzy Davidkhanian:. Oh. Marcus Johnson:. Tell me more. Carina Perkins:.