蘑菇AV

On today's podcast episode, we discuss how all the different TV terms fit together, to what degree subscription revenues are moving from pay TV to streaming, who's winning the "digital pay TV" race, and how the new sports streaming service from Fox, ESPN, and Warner Bros. Discovery could change everything. "In Other News," we talk about what a new sponsor logo placement from the WWE will look like and how the US ad market is getting on to start the year. Tune in to the discussion with our analyst Ross Benes.

Through partnerships and their own streaming services, retailers are bringing closed-loop attribution to CTV advertising, making the channel more appealing to performance marketers. We expect RMNs to account for more than 20% of CTV ad spending by 2027. It鈥檚 all about the data. Retailers鈥� purchase data is fueling the meteoric rise of RMNs.

Our take: Spotify鈥檚 AI playlist features are indicative of streaming 蝉别谤惫颈肠别蝉鈥� AI bets to enable customization and highly personalized experiences for increased platform engagement. Spotify has been gradually raising its prices, and boosting Premium features is a smart way to keep listeners from downgrading their subscription level or moving to Apple Music.

With a lengthy list of popular linear channels under their umbrellas as well as leading streaming services, companies like Disney and Warner Bros. Discovery have significant leverage to demand higher fees from pay TV services. Pay TV is still experiencing a drawn-out decline made worse by streaming鈥檚 ascendence.

This figure varied slightly from the on-demand/streaming figure because it asked respondents whether they used one of a specific set of services; it was down 0.9% YoY. A handful of services mentioned in the poll were only available in the US, including Max, NFL+, Showtime, Sling TV, Vudu, WWE Network, and YouTube TV.

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.

Hundreds of millions of people do not yet have the financial resources to pay for any kind of video services. Still, international OTT providers have potential viewers in the billions of internet users who watch digital video only via social media, other short-form platforms, or local free services. Read the full report, Worldwide OTT Video Viewers Forecast 2025.

More bad news for Venu Sports: The proposed sports streaming service will go to court with Fubo in October, kicking a potential launch further down the road.

Our take: While Snap has seen success with subscription service Snapchat+ and enjoyed a strong Q3, it has historically struggled to become a major destination for creators due to its primary function as a messaging platform. However, with TikTok users and creators soon to scatter, the company must position itself to capture those adrift looking for a new platform.