蘑菇AV

US FAST viewers will rise 5.5% this year, accounting for 32.6% of the population and just under half (47.7%) of CTV viewers, per our forecast. Like with premium SVOD services, there鈥檚 fierce competition for viewers from digital players like Tubi, Pluto, Vizio WatchFree+, and others.

The film secured wide distribution across 3,000+ U.S. theaters and 3,300 international locations during its theatrical run. The $200 million鈥�$250 million production has grossed $175 million globally in theaters. The film's trailers generated 460 million global views. Why it matters: The success validates Amazon's hybrid release strategy.

And then the rest of us, me, Suzy, and Paul and folks listening will decide if we're going to invest in the prediction. If we believe in it, then we move on to the next contestant. We have three predictions for you today. Let's do it. Jasmine, what is your first one for today? Jasmine Enberg (04:26):.

And I think the US is doing a lot of fear mongering. And so there are some folks, although I heard the stats around people are not as opposed to it this year as last year, I still think there might be enough momentum for people to just let it die.

In 2024, YouTube鈥檚 US CTV audience surpassed Amazon Prime Video鈥檚 total US audience, per our forecast. In 2025, 68.8% of YouTube鈥檚 248.6 million monthly viewers will watch on CTVs, which means its CTV audience will be just 19.0 million smaller than Netflix鈥檚 total audience across devices. That will put it in direct competition with more premium streaming services for CTV ad dollars.

Warner Bros. Discovery ends new Sesame Street production deal: Show plans format changes as streaming platforms shift away from children's content.

YouTube TV had grown to over 8 million subscribers as of February, making it the fourth-largest US pay-TV service behind Charter, Comcast, and DirecTV. It is projected to surpass Comcast as the top US pay-TV provider by 2026. Our take: While the YouTube TV price increase might test subscriber loyalty, YouTube's broader living room strategy appears hard to beat.

New forecasts for US Amazon CTV ad revenues and ad-supported viewers for select streaming services.

Comcast is leading this industry shift, announcing plans to separate its cable networks into 鈥淪pinCo,鈥� a new public company that will house major networks like USA Network, CNBC, and MSNBC, while NBCUniversal retains the Peacock streamer. Disney is also restructuring, merging its TV studios, cutting 300 corporate jobs, and laying off 75 employees at ABC News and its local stations.

CNBC+ is priced at $14.99 a month in the US. News and streaming: News networks鈥� difficulty in breaking into streaming is perhaps best summarized by the rapid rise and fall of ill-fated CNN+, a news streaming service that folded weeks after it launched due to low interest. Since then, several networks have experimented with how to attract digital viewers. Despite the CNN+ flop, Warner Bros.

Netflix will near $1 billion in US ad revenues this year. Netflix鈥檚 ad revenues are growing quickly from a small base. In 2024, just its second full year offering ads, Netflix will make nearly $1 billion from them in the US. In May, Netflix will host its first in-person upfront.

With hardware sales slowing down due to saturation鈥攚e forecast that 86% of US households will use a CTV device this year鈥攎anufacturers and CTV platforms are increasingly turning to advertising to make up for the dip in revenues.

Movie theaters still rely heavily on TV advertising, with 51% of Canadian and 47% of US adults noting it as their primary source for movie promotions鈥攂ut social media is closing the gap. Content discovery habits further highlight this shift. While 58% of adults choose new shows or movies based on friends' recommendations, online reviews (38%) and TV commercials (33%) remain significant influences.

After a slew of technical failures during November's Mike Tyson vs. Jake Paul boxing match live stream, advertisers are more aware than ever of what can go wrong during a popular event. And with Netflix's "NFL Christmas Gameday" just around the corner, which will feature Beyonc茅 performing during the Ravens vs. Texans halftime show, brands can strategize to make the most of a potential broadcast outage.

Shorter ad breaks, seamless delivery, and relevant ads are key to keeping viewers engaged with ad-supported streaming. These factors enhance satisfaction and drive better results for brands, according to the latest research from FreeWheel's Viewer Experience Lab.

Read the full report, US TV and Connected TV Ad Spending Forecasts H2 2024.

By 2026, CTV will account for 20.0% of time spent with media per day by adults in the US, compared with 11.5% in 2020, but it will still only garner 8.1% of total ad spend, per our June forecast. Meanwhile, the share of time spent with linear TV per day by US adults will drop to 21.3% by 2026, and have 11.2% of total ad spend. Despite the growth of CTV, viewers are outpacing ad dollars.

By Q2 2025, Netflix and Max will be the only streaming services to have average CPMs higher than $30, per our September 2024 forecast.

But having enough first-party data for targeting and activation remains a challenge when it comes to media investments in 2024: It was the third most-cited concern among US brands and agency representatives, per a November 2023 Interactive Advertising Bureau (IAB) survey. Logistics and infrastructure are slowly adapting.

Show why recent trends in US ad spending raise the possibility of brand safety challenges this year. Analyze social media platforms鈥� past and current content moderation practices. Present findings on how generative AI (genAI) dramatically ups the ante for brands to protect themselves from toxic content. Recommend steps marketers should take to mitigate risk.

Digital live sports viewers have surpassed traditional pay TV live sports viewers in the US, per 蘑菇AV forecast. This trend will continue next year, when 114.1 million people will watch sports via digital while 82.0 million will watch via TV.