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Partnerships, similar to the bundle of Netflix and Max through Verizon, risk sharing viewer attention with competitors. Listen to the full episode. This was originally featured in the eMarketer Daily newsletter. For more marketing insights, statistics, and trends, subscribe here.

During the pandemic shutdown in 2020, more Americans were at home in front of CTVs, with more options for sub OTT beyond Netflix and Amazon Prime. Apple TV+ and Disney+ had launched in 2019, with Peacock following in 2020. Paramount+ and Discovery+ joined the fray in 2021. Time spent with digital video will exceed time spent with traditional TV for the first time in 2023.

Spotify鈥檚 podcast and audiobook infrastructure led us to predict it will someday be the Netflix of audio. And just like at Netflix, ad-supported consumers are on the rise. Spotify鈥檚 US ad-supported listener growth will outpace its paid listener growth over the next four years. That鈥檚 good news for its ad revenues, which will jump by 30.0% this year, per our forecast.

But still, that's remarkable to have all those properties and be able to stack those up against Netflix, which has a similar number. Bob Iger expects Disney+ to be profitable by the end of next year. That's 2024.

Moreover, Disney CEO Bob Iger revealed that the company would start enforcing measures against password sharing starting in June, following a model similar to Netflix. Our take: Disney's significant reduction in streaming losses and its ability to drive subscriber growth despite regulatory challenges suggest it can successfully transition from traditional TV to digital streaming.

Verna said that Disney+ and Netflix, which have just recently launched ad-supported tiers, will both be short of a billion dollars in CTV ad revenues this year.

The merger will undoubtedly drive increased industry competition, as the combined service could challenge established players like Netflix, Disney+, and Amazon鈥檚 Prime Video, creating opportunities and potential hurdles for advertisers.

Reddit has brought on new clients in categories including automotive, pharma, entertainment, and retail in the past 6 months, including names such as Walmart, CVS, H&M, Sephora, Peacock and Netflix.

But yeah, I think Comcast has done, they have had a deal with Netflix in the past where you could subscribe to Netflix through your cable TV subscription.

Netflix is still king in streaming subscription revenues. Where are people streaming video?

Daniel Konstantinovic:. ... the fact that they're making ad supportive viewing on Prime Video the default is a really big one 'cause Netflix and Disney+ have to get consumers who have been used to a decade if you're Netflix of ad-free streaming to jump onto an ad supported subscription.

Netflix cuts subscription prices in over 30 countries. Gen Z TV viewers spend less time with digital video. 5 things to know about the creator economy in 2023. Retail media ad spending is on track to surpass TV. Yesterday鈥檚 Chart of the Day: Get smart.

US advertisers will spend $27 billion on CTV in 2023, per our forecast, as streaming services like Netflix move to an ad-supported model and US households continue to cut the cord on traditional pay TV. In 2023, the number of non-pay TV households will surpass that of pay TV for the first time.

Ad-supported tiers have entered the scene on Netflix, Disney+, Max, and, most recently, Amazon Prime Video. On platforms where growth is slowing due to high user penetration, password-sharing crackdowns combined with lower-priced ad-tier offerings can boost subscriber numbers, a strategy that鈥檚 been successful for Netflix. And platforms have much to gain with more eyes watching ads.

I think it's in a similar way that Netflix is kind of the first thing you think of when you think of streaming or video streaming, Spotify is that for music, I think. Marcus Johnson (05:09):. And to that point real quick, I mean there's some antenna analysis showing Spotify's customers are the least likely to cancel among major video or audio streaming services.

Yesterday鈥檚 Chart of the Day: TikTok comes for Netflix.

Beyond the chart: One name missing from this list is TikTok, which Apptopia instead classifies as an entertainment platform, meaning it鈥檚 competing with the likes of Netflix and other streaming services. TikTok was the most downloaded app of any kind in 2022, with 99 million downloads in the US and 672 million downloads globally.

YouTube dominates time spent with media: US adults spend an average of 36 minutes per day on the platform, outpacing Netflix, Hulu, and Facebook, per our forecast, and making it highly attractive to advertisers.

Netflix and Disney+ will see double-digit growth in ad-supported US viewers every year through 2028. Although AppleTV+ serves ads during live sports, it is the only major streaming service without an ad-supported tier. Use this chart:. Guide your connected TV (CTV) ad strategy. Assess CTV ad inventory by provider. More like this:. 5 charts to help marketers evaluate Amazon Prime Video ads.

Netflix delays password-sharing crackdown rollout, posts mixed results. The currency upheaval hits as the TV/CTV market closes in on the $100 billion ad spending milestone. Nielsen regains one Media Rating Council accreditation, but there鈥檚 still more work to be done. Yesterday鈥檚 Chart of the Day: The thrift gift.

CPMs for ads on FAST services range from $10 to $15, significantly lower than the $25 to $47 CPMs on premium streamers like Hulu and Netflix. This affordability makes FAST an attractive option for advertisers looking to maximize their reach without breaking the bank.

With that being said, Netflix still has a lot more to do. It can go tougher on the Netflix password crackdown, which I may not enjoy myself, but what it's doing is having more people sign on to some of those cheaper tiers. Like I mentioned in my previous answer, alternatives are great. The anything but ads...

Netflix is innovating with its own events. Niche competitions like a boxing match between Jake Paul and Mike Tyson or a combined Formula 1 and PGA golf tournament create inventory. But exclusive rights aren鈥檛 an option for every streamer. Digital pay TV services (sometimes called vMVPDs) like YouTube TV offer an experience similar to cable, where users have access to a library of live TV channels.

But CTV faces a bright future, with people spending more time streaming than ever and platforms like Netflix and Disney+ rolling out new ad opportunities. More like this:. Report: US Connected TV Advertising Forecast 2022. Article: Pitching CTV investment in 5 charts. Article: How to improve your CTV strategy through data, partnerships, and iteration.