蘑菇AV

US viewers will spend 10 more minutes each day with digital video this year, per our June 2023 forecast, and streaming platforms will compete for their share of that viewership and its accompanying ad revenues. From 础尘补锄辞苍鈥檚 ascent in streaming advertising to the growing use of AI in content and potential consolidation among streaming platforms, here are three predictions for video in 2024.

On today's podcast episode, we discuss the largest discrepancies in terms of where folks spend their media time versus where advertisers spend their money, and how advertisers should adjust accordingly. "In Other News," we talk about the Comcast-Walt Disney Co. negotiations centered around Hulu's ownership and whether YouTube's new NFL Sunday Ticket features will be enough to attract viewers and advertisers. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood.

On today's episode, we discuss how Meta was able to snap its negative ad revenue growth streak, how Reels is helping Instagram grow time spent on the platform, and what Meta's metaverse plans are at this point. "In Other News," we talk about what Americans actually want in a social media platform and whether BeReal's new "Bonus" feature can help keep its momentum going. Tune in to the discussion with our analyst Debra Aho Williamson.

YouTube will hit $7.36 billion in US ad revenues this year, per our forecast, compared with TikTok鈥檚 $6.19 billion. YouTube will have 236.1 million US users this year compared with TikTok鈥檚 102.3 million.

On today's podcast episode, we discuss what a completely Walt Disney Co.-owned Hulu will look like, if the entertainment giant has a Marvel problem, and whether Disney+ can ever rival Netflix for the subscriber crown. "In Other News," we talk about why Roku's revenues and streaming hours are doing particularly well and why Warner Bros. Discovery's ad revenues and subscriber growth are not. Tune in to the discussion with our vice president of content Paul Verna.

On today's episode, we discuss how much advertisers spend on traditional TV, whether connected TV (CTV) is stealing all of its dollars, and how much time Americans spend watching both. "In Other News," we talk about the one big takeaway from this year's upfronts and NewFronts and whether Peacock's new pricing strategy will work. Tune in to the discussion with our analyst Paul Verna.

Andy Jassy maps out a plan to boost 础尘补锄辞苍鈥檚 bottom line: The CEO sees opportunities to further streamline 础尘补锄辞苍鈥檚 fulfillment operations and boost advertising revenues.

Meta under fire on multiple fronts: Teen-targeting claims, a high-stakes FTC trial, and Chinese advertiser pullback could reshape the company鈥檚 ad model.

Reddit excels in user engagement, influencing purchases: Ad spend is low, but the platform holds high-value potential for quality-focused advertisers.

Microsoft reports strong Q4 FY24 results with 19% surge in search and ads: The company鈥檚 next challenge will be to prove its AI investments can fuel continued growth.

Pinterest鈥檚 Q1 involved strong user and global revenue growth: US monetization, though, could be under pressure moving forward.

Amazon sees 18% YoY growth in ad services: While economic headwinds could slow growth, maintaining a presence on Amazon will help advertisers emerge stronger.

Disney鈥檚 streaming bundle is driving subscriber gains and lower churn: But fiscal caution and ad headwinds may limit future momentum.

The outlook for retail media ad spending remains bright throughout most of the world, even as ad budgets are increasingly constrained in the face of economic storm clouds.

Nearly $30 billion in ad spend will skip the ad triopoly: Meta, Google, and Amazon will see pullbacks as advertisers explore other options

Peacock reduced losses, gained subscribers in Q1: The successes indicate that the streaming platform could become more enticing for advertisers.

While Gemini and cloud services drive record revenues, competition and global regulatory actions threaten its monopoly, particularly in search and advertising ecosystems

X poised for ad sales growth for the first time under Musk: While we forecast sales being up 17.5% this year, the platform still has a long way to go.

The news: The Trade Desk unveiled Deal Desk, a new tool to fix the inefficiencies in private marketplace buying, where up to 90% of structured deal IDs fail to scale. By automating deal creation via API and surfacing metadata like fit and availability, Deal Desk aims to save time and unlock premium inventory. Our take: As PMP spending overtakes open exchange buys, The Trade Desk is shoring up the backend infrastructure that supports this shift. Deal Desk positions the company to capture more high-value spend and offers a cleaner path to scale in a fragmented programmatic landscape.

The news: Global ad spend growth is slowing but staying positive, with WARC projecting a 6.2% rise to $1.16 trillion in 2025 and MAGNA forecasting a 4.9% climb to $979 billion. Retail media is outpacing linear TV for the first time, and Alphabet, Meta, and Amazon continue to control the majority of digital revenues. Measurable channels like short-form video, retail media, and ad-supported VOD are gaining ground. Our take: Amid economic pressures and trade concerns, advertisers are prioritizing performance, shifting budgets geographically and platform-wise. With elections, AI, and major global events on the horizon, platforms that prove outcomes鈥攏ot impressions鈥攚ill shape the next era.

Google's Q4 in a nutshell: The search giant had strong overall earnings with a slight ad revenue miss, bolstered by cloud success and generative AI innovation.

础尘补锄辞苍鈥檚 ad business powered the retailer to a better-than-expected Q1: A 21% increase in ad revenues helped offset flat sales growth in its ecommerce business.

Amazon's ad policy shift: It will claim a larger share of advertising impressions from Fire TV's streaming services, which could strain developer relations.