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I mean, I feel a little odd comparing it so much to Netflix and Disney because those are video streaming and not audio streaming. But I do think it is a good point of comparison that in the first quarter for Netflix and Disney's ad supported tiers, we really didn't see a lot of subscriptions jump down to the cheaper price.

On today's podcast episode, we discuss how haptic logos could change the game, if retailer game shows might catch on, whether J. Crew's print catalog reboot is a good idea, Peloton's next move, what folks are actually doing when "working" from home, and more. Tune in to the discussion with host Marcus Johnson, our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Sarah Marzano.

Numerous high-profile digital audio platforms have reported monetization challenges with their podcasting businesses in 2023, but the problem is not a lack of interest from listeners. The three major regions of North America, Latin America, and Western Europe will have a total of 389.8 million podcast listeners in 2023. By 2027, that figure will have surged to 473.0 million.

On today鈥檚 podcast episode, we discuss if folks will start consuming news on WhatsApp, how people get their news on digital channels, and some interesting generational gaps that exist regarding social media news consumption. Join host Marcus Johnson, along with director of reports editing Rahul Chadha and vice president of media, content, and strategy Henry Powderly for the conversation.

Ads will appear alongside livestreams on the user鈥檚 video player and will mute livestream audio while the ad plays. The audio will resume after the ad break or if users skip the ad. The ads will be made available to all eligible livestreams broadcast in normal latency. Creators will need to enable the ads through the 鈥淟et YouTube Decide鈥� mid-roll setting.

In itself, that鈥檚 a huge audience for connected services, but today鈥檚 systems still have relatively rudimentary native media and ad experiences, such as location-aware audio streaming. As carmakers and tech companies increase the sophistication of connected car operating systems (OSs), media and ad opportunities will expand quickly.

The shopping assistant will also be able to understand text, images, audio, and video, allowing it to deliver more useful and personalized experiences based on consumer needs and habits. The big picture: Walmart is one of several retailers looking to get a head start on agentic AI, recognizing the technology鈥檚 ability to fundamentally reshape the path to purchase.

The chat service, called XChat, will include features like disappearing messages, the ability to send any type of file, and support for audio and video calls. X owner Elon Musk said XChat will have 鈥淏itcoin style鈥� encryption and will be available to all users this week, barring any scaling issues.

Things like social media, traditional media, digital audio, lots of other stuff, are flat or even declining.". What it means: The streaming wars that began roughly four years ago have significantly boosted CTV time as consumers have embraced multiple streaming services simultaneously.

Tubi will gain significant streaming market share. 鈥淚n a year, Tubi will account for 2.5% of total time spent with streaming and TV as judged by Nielsen," our analyst Ross Benes predicted. This would put Tubi ahead of most major streaming services except YouTube, Netflix, and Amazon. Why it matters: As a free ad-supported service, Tubi has an advantage in reaching viewers.

On today鈥檚 podcast episode, we discuss what to make of former Apple Chief Design Officer Jony Ive working on a new AI device, what an AI model with 鈥渞easoning abilities鈥� can actually do, and whether Ilya Sutskever鈥檚 new AI startup can create safe superintelligence. Join host Marcus Johnson, along with analysts Jacob Bourne and Grace Harmon, for the conversation.

On today's podcast episode, we discuss what would happen if TikTok is (or isn鈥檛) banned in America, what marketers get most wrong about consumers, will AI smartphones be impactful right out of the gate, will most companies eventually ask employees to be in the office five days a week, the world's favorite drinks, and more. Tune in to the discussion with our analysts Blake Droesch, Bill Fisher, and Carina Perkins.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of September. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Arielle Feger and Sara Lebow will defend their list against analysts Zak Stambor and Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

For age, household income, and household location, the usual large divides weren鈥檛 as pronounced for streaming, which is evidence of widespread usage. While audio consumption in Canada shifted to streaming in terms of time spent, adoption rates for radio and music streaming were neck and neck. Some 72.1% of respondents listened to radio compared with 72.0% who listened to digital audio.