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Sports will account for more streaming ad dollars. Live sports are offered in varying degrees by each of the eight most-used US subscription streaming video services. We forecast digital live sports viewers will grow by 8.3% next year. As streaming sports offerings increase, sports will increase its share of connected TV ad budgets.

And streaming services are of course where so many eyeballs are. So in that context for me, I'm in. One point for you. Marcus Johnson (17:49):. Wow. Paul Verna (17:50):. Thank you. I agree that well, I'll say that Disney has said consistently for a long time now that they see themselves as a streaming-first business and that's the direction they're going in.

Among households that watch other popular streaming services, at least 80% also watch content on Netflix, per the Advertising Research Foundation (ARF). Advertisers should avoid hitting the same household too often with the same ad across streaming platforms.

Discovery over the planned launch of Venu Sports succeeded in temporarily blocking the streaming service. The company has framed Disney鈥檚 blackout as an existential threat. Streaming services have steadily eaten into pay TV鈥檚 market over the last few years, but the rise of ad-supported subscription streaming and the transition of sports to digital channels threatens to accelerate that trend.

Apple feels the pain of Apple TV+ struggles: Its Q4 revenues missed the mark in some divisions including Services, which includes advertising.

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.

Software and services could ease the effects of slow fixed POS terminal growth. From 2023 to 2027, the number of US POS hardware terminals will increase at an average annual rate of just 1.7%, per our forecast. But providers can deliver revenue-generating software and services solutions as part of meeting customers鈥� hardware needs.

The trend: Younger generations are investing in a range of health and wellness products such as OTC supplements and treatments and food subscription services, according to McKinsey鈥檚 Future of Wellness survey.

Like with premium SVOD services, there鈥檚 fierce competition for viewers from digital players like Tubi, Pluto, Vizio WatchFree+, and others. Google is not a leading US smart TV provider, but its 20 million monthly viewers and YouTube鈥檚 enormous reach still makes it a valuable platform for content providers.

Advertising is also a growing part of business for not only streaming services like Netflix and Amazon, but YouTube as well. 鈥淎t first it was a very desktop-oriented platform, and then a mobile platform,鈥� he said. 鈥淚t falls in between what we think of as user-generated content and a traditional streaming service, and it's a force to be reckoned with.鈥�.

Netflix and Disney rolled out ad-supported tiers in their streaming services in late 2022, and Amazon Prime Video joined the party in Q3 2023 when it announced it would launch an ad tier in early 2024. This means that, in a span of 18 months, three major streaming services that were previously ad free will have plenty of inventory to satisfy pent-up demand from advertisers.

The news: NBCUniversal鈥檚 Peacock had its best month ever in August, riding the Summer Olympics to its largest share of TV viewership since the streaming service launched in 2020, per Nielsen鈥檚 Gauge. NBCU claimed the top 19 broadcasts in August fueled by Olympics viewership, with Peacock seeing a 49% increase in monthly viewers. Its overall share of TV viewership reached an all-time high of 2.1%.

Consumers are focused on saving money, and embracing ads on streaming platforms is one way to do that without sacrificing entertainment. As consumers embrace ad-supported video, they鈥檙e ditching ad-free. Just 58% of respondents to a Hub Research survey used ad-free TV services in June 2024, down from 84% the previous year.

As streaming services look for new revenue streams, pause ads provide a way to generate income without fully disrupting the user experience.

On today's podcast episode, we discuss whether Facebook actually has a young person problem, what will be the most popular kinds of interactive ads, if Amazon鈥檚 鈥楯ust Walk Out鈥� cashierless technology has found a new home, can a 鈥楽potify for news鈥� like service work, where Americans are moving too in the country, and more. Tune into the discussion with analysts Evelyn Mitchell-Wolf and Max Willens, and vice president of Briefings Stephanie Taglianetti.

None of the five major digital audio services we break out will post impressive listener growth this year or next year. iHeartRadio鈥檚 audience will grow by 2.1 million in 2024, while Spotify will gain 2.8 million despite coming second in growth (2.8%). Amazon and Apple will not move the needle very much, and Pandora will lose listeners (3.3% decline) for the eighth year in a row.

The news: TikTok employs over 6,000 moderators for EU content and has more than 150 million users in the region, according to its most recent transparency report mandated by the EU鈥檚 Digital Services Act (DSA). From January to June 2024, TikTok removed more than 22 million pieces of content in the EU for rule violations and banned over 5 million accounts.

The company launched GPT-2 in late 2019 and quickly iterated and expanded its offerings, bringing conversational AI subscription services into the mainstream. Since then, the company has diversified into smartphones, PCs, and AI wearables while taking in billions of dollars in investments to reach a $157 billion valuation.

As viewership continues to migrate from linear to digital, viewers are seeing fewer ads鈥攅ither because they鈥檙e opting out of them on streaming services or those services serve fewer commercials per hour than TV networks. However, higher ad pricing on CTV will negate the inventory trend and deliver a compound annual growth rate (CAGR) of 3.4% in combined TV and CTV ad spending through 2027.

In 2024, more than 180 million US viewers will turn to ad-supported live video platform (e.g., Pluto TV, Tubi, The Roku Channel) and streaming services (e.g., Netflix, Hulu, Disney+). CTV platforms experimenting with shoppable media already have large ad-supported audiences.