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On today's episode, we discuss how close consumers are to reaching their breaking point, what consumers actually want from companies when shopping online, whether same-day delivery is fast enough, why ads are starting to depict women in domestic roles more frequently again, Subway's plans for an electric car charging "oasis," facts about weddings today, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Evelyn Mitchell.

Despite having 32.6 million fewer paying members than regions like the US and Canada in 2022, average revenues per Netflix membership (ARM) grew fastest in Latin America, at 9.7% YoY, according to the company. Though, it鈥檚 important to note that Latin America鈥檚 ARM in 2022 was roughly half that of the US and Canada, at $8.48. Pay TV will give way to streaming as cord-cutting accelerates.

And we're going to start in Canada, Paul, where it's against the law to play too many non-Canadian artists on the radio. Did you know that one? Paul Briggs:. Right. It's part of the CanCon rules, which is Canadian Content, which is really a policy that goes back decades to really protect local artists so that they get their fair share of airtime, if you will, on the radio and on television.

The US and Canada, a now very mature market, added nearly three million subscribers in Q4, same number as they got during the tailwinds from the pandemic in Q2 2020 and overall a good year. If you don't look at Q4 but zoom out and look at the full year, they added 30 million new subscribers in 2023 versus less than 10 million additions the year before that.

Eight of Latin America鈥檚 most prominent retail and ecommerce players were well represented in the global ranking, with six posting gains north of 50%. TikTok was the only nonretailer to experience comparable growth in digital ad revenues, at 55.7%. We expect new ad solutions and innovation to fuel strong digital ad revenue gains this year and beyond for each of the major retailers we track.

shop is taking advantage of that.

On today's episode, we discuss whether the summer travel boom will last, how the economic climate is influencing how people think about vacations, and the changes in how people choose where they go on vacation. "In Other News," we discuss whether folks want gamified shopping experiences and how brands should鈥攁nd shouldn't鈥攖ext you. Tune in to the discussion with our analyst Zach Goldner and director of forecasting Oscar Orozco.

If you go south from Detroit, you hit Canada. Is that right? Might've made that up. Jeremy Goldman:. I think that sounds right, yeah. Marcus Johnson:. Or the fact that Reno, is it Reno, is further west than Los Angeles. That one also is shocking. You have to pull up a map to be able to convince yourself that that's true. Jeremy Goldman:. Yeah, that is a weird lot. Marcus Johnson:. Yeah.

So in terms of what's happening in Canada, a couple of major players, like Bell Media. Bell Media hasn't, which has their main linear TV channel as CTV Canada, doesn't really have a FASST play at this point in time. Rogers, as I mentioned earlier, made that deal with Tubi in 2020 to bring that content to Canada and that experience to Canada.

And honestly, I doubt that most Amazon shoppers will even know the coverage exists unless Amazon goes in heavily on promoting it in their app or something, and I'm not sure they're that keen to do that. I also thought that choosing Brian Williams as a way to build up their news brand was a strange choice. I'm not sure he's much of a household name these days.

Indonesia has become a hotbed for ecommerce and social media, and sub OTT has momentum in Southeast Asia鈥檚 largest market as well. In 2024, the country will post the world鈥檚 fastest sub OTT viewer growth among the countries that we break out. That said, penetration will still be very low (15.5% of internet users), and Indonesia has a long way to go before it will become a core sub OTT market.

The top 10 countries for digital spending in 2023 will mirror the rankings from 2022, except Canada will move up a spot. We do not forecast any further changes to the relative positioning of the top-spending countries over the next several years. Revenue Review: Peak Duopoly Has Come and Gone. It鈥檚 no secret that Meta had a very bad 2022.

It has Harlem Law, which I think is the funniest show no one ever talks about, and this Canadian show that I'm really enjoying right now called Happily Married, which is about two couples who send their kids away to summer camp and then are instantly plunged into lives of crime and murder. Evelyn Mitchell-Wolf:. Ooh. Max Willens:. And it's a comedy. Evelyn Mitchell-Wolf:. Nice. Max Willens:.

On today's podcast episode, we discuss why shopping on Amazon is changing, the proposal of ad-free TikTok and Instagram subscriptions, how much Amazon's AI chatbot shopping assistant can move the needle for customers, whether Toys-R-Us can make a successful comeback, the share of women in leadership roles and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Paul Verna.

So I was a real estate broker based in Toronto, Canada, which I did live there for a while, so that part was correct, but it said that I had gone to University of Toronto, which I didn't. Rob Rubin:. It's a good school, by the way. Gadjo Sevilla:. Great school. Yes. It also said I had three children, which was completely incorrect. So that kind of threw me for a whirl. First time experience.

North America averaged 2:44 (Canada came in at just 2:07). That鈥檚 more than 20 minutes above Latin America (2:23) and Western Europe (2:14). Over 90% of respondents reported watching live TV in H1 2023. High TV penetration in the US is tied to a broad array of options including over-the-air network TV and cable channels that specialize in news, sports, and daytime or primetime entertainment.

Even though new users will be hard to come by in the US, Canada, and much of Western Europe, that doesn鈥檛 mean sub OTT is stagnating overall. Lots of new consumers are still on the way. Read Next.

On today's podcast episode, we discuss how Walmart plans to use AI to enhance the customer shopping experience, Instacart pushing smart carts into in-store retail media, why consumers are dissatisfied with their in-store shopping experience, how best to reduce clothing returns, the rise鈥攁nd potential fall鈥攐f the Marvel Cinematic Universe, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Carina Perkins.

On today's podcast episode, we discuss whether Humane's new AI pin is about to become as ubiquitous as the smartphone, just how much ground brick-and-mortar retail will give to online shopping, the next big social media app, if folks will start shopping on Amazon right from their Facebook and Instagram feeds, how news consumption on social media is changing, which airlines carry the most passengers, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Max Willens and Yory Wurmser.

The report surveyed 800 C-suite and senior compliance decision-makers in the US, Canada, UK, French, Germany, Netherlands, Singapore, Hong Kong, and Australia.

There are plenty of areas where Amazon could focus and squeeze more market share out of these e-commerce categories. Home improvement is certainly one of those categories. We saw it really did well during the sort of DIY revolution during the pandemic when everybody was fixing up their homes.

On today's episode, we discuss when people are most likely to boycott a brand, whether folks will shop elsewhere if they are charged for returns, where the NBA will live next season, if an ad-supported tier for Amazon Prime Video will work, how much vacation time people take in the US versus other countries, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Paul Verna.

And again, Amazon, I think, is disrupting the search process for people, or for shopping for actual things. Some competitors might emerge; Shopify, potentially, if they start aggregating all their stores into one platform. They've actually launched a website. That could be another way that Google's presence in the shopping process gets disrupted, I think.

They went to Canada and some, I can't remember who it was, but one of the royals was going to be born in Canada, but that would've meant that they couldn't have been the future king or queen. And so Canada dedicated that patch of land in Canada to the Netherlands and said, "This is the Netherlands now."

I love taking the random Canadian brand ones because obviously, it's not true but then I put a plug for Canadian brand. Roots Canada. Max Willens:. Nice. That is incorrect. Hermes is the answer. Stephanie Taglianetti:. Oh, Hermes. Max Willens:. They were around for 162 years before-. Suzy Davidkhanian:. Oh my gosh. Max Willens:. They IPO'd in 1999. Marcus Johnson:. Wow. Max Willens:.