On today's episode, we discuss how Spotify added a record number of users, the impact of its price increase, and the latest on its podcast business. "In Other News," we talk about how good people are at recalling audio ads and some adjustments to Netflix's ad tier. Tune in to the discussion with our analyst Daniel Konstantinovic.
Audio
| Aug 14, 2023
Amazon beats estimates as advertising, profitability push delivers results: The retailer’s spring sale and Prime Video ads helped drive a 13% increase in revenues.
Article
| Apr 30, 2024
Bob Iger’s second Disney tenure will change its streaming future: The returning CEOs acquisition-heavy strategy could mean further streaming consolidation.
Article
| Nov 22, 2022
Decoding Amazon's pitch deck: From Preferred Deals to Premium Sponsorships, Prime Video aims to set new standards in ad-supported streaming.
Article
| Jan 22, 2024
Even the oldest members of Gen Alpha (born between the early 2010s and 2024) are younger than the iPad. For this digitally native generation, YouTube is the place to be, but other media channels like streaming platforms and even podcasts are popular. With the future of Gen Alpha’s social media use uncertain as states like Florida bar children under 14, marketers should know where the demographic is consuming content.
Article
| Mar 28, 2024
YouTube is the most widely used free video service among US internet users of all generations, according to Kagan. Its highest saturation is among Gen Zers (82%) and millennials (78%).
Article
| Sep 26, 2023
On today's episode, we discuss password sharing and live sports on Netflix, what the definition of "convenience" is, if awards shows have turned things around, where we spend time with connected devices, sweetgreen's plan to automate all stores in five years, who invented the card game Uno, and more. Tune in to the discussion with our director of forecasting Oscar Orozco, vice president of Briefings Stephanie Taglianetti, and analyst Max Willens.
Audio
| Jun 15, 2023
Content creation is changing as platforms share ad revenues with creators and all content becomes monetizable. “That’s going to send a wave of quick-hit, low-value content across social media as creators scramble to get more content out,” said our analyst Jasmine Enberg.
Enberg predicts smaller creators will shift strategies as they try to earn more from their content.
Article
| Jan 13, 2023
Price hikes helped Disney offset subscriber losses: Disney remained relatively still in its earnings report, but the year ahead will have major shifts.
Article
| May 11, 2023
On today's episode, we discuss how in-flight measurement helps marketers do more with less, the importance of an integrated cross-platform/media performance view, and how to be thoughtful about selecting KPIs. "In Other News," we talk about the significance of Nielsen regaining its accreditation for national TV ratings and what to make of Netflix struggling to livestream its "Love Is Blind" reunion. Tune in to the discussion with our analyst Paul Verna and Stephanie Gall, senior manager of measurement products at Cint.
Audio
| Apr 24, 2023
On today's episode, we discuss when people are most likely to boycott a brand, whether folks will shop elsewhere if they are charged for returns, where the NBA will live next season, if an ad-supported tier for Amazon Prime Video will work, how much vacation time people take in the US versus other countries, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Paul Verna.
Audio
| Jun 22, 2023
Disney and NBCU signal a major shift in CTV ad buys: Both are working with The Trade Desk to make inventory available programmatically.
Article
| Mar 21, 2024
On today's episode, we discuss whether there's room in people's streaming lives for the new service "Max," the significance of Montana preparing to become the first state to ban TikTok, why Expedia wants ChatGPT to be your travel advisor, a March Madness finals ratings surprise, YouTube TV launching its multiview feature, where the tradition of sports jersey numbers being retired came from, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, director of Briefings Jeremy Goldman, and director of forecasting Oscar Orozco.
Audio
| Apr 20, 2023
On today's episode, we discuss how brands are reacting to the overall macro-environment and what they are doing to be successful, how you should think about video and audio as another acquisition channel, the importance of incrementality measurement, what the move to ad-supported streaming means for both publishers and advertisers, and more. "In Other News," we talk about how Netflix With Ads is doing after its first month and whether advertising in the sky will become a thing. Tune in to the discussion with our director of briefings Jeremy Goldman and Stefanos Metaxas, chief strategy officer of Bliss Point Media (now part of Tinuiti).
Audio
| Dec 21, 2022
Amazon reshapes NFL viewership on streaming platforms: Nielsen's ratings versus internal data presents challenges in the era of digital broadcasting.
Article
| Sep 19, 2023
On today's episode, we discuss whether the most watched program in the US (the NFL) has a looming viewership problem, Disney+ and Hulu joining forces, whether the free returns party is over, ride-hailing apps giving mixed messages, YouTube viewership on TV screens, the best-selling video games in history, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Paul Verna.
Audio
| May 18, 2023
On today's podcast episode, we discuss why social media platforms are less equipped to stop toxic content, the main ways AI will heighten brand safety concerns, and steps marketers can take to mitigate risk. "In Other News," we talk about whether brands repurposing vertical video ads for TVs can work and what Hulu adding its content to Disney+ means for the streaming universe. Tune in to the discussion with our vice president of content Paul Verna.
Audio
| Apr 18, 2024
Disney and Charter’s carriage fee clash is a landmark moment: A new deal includes Disney+ and ESPN subscriptions for the linear TV service’s customers.
Article
| Sep 12, 2023
Mall foot traffic is returning to pre-COVID-19 levels. In 2023, visits to indoor shopping malls were down 5.8% from 2019 levels, an improvement from the 15.3% decrease in 2021, per Placer.ai’s The Comeback of the Mall in 2024 report.
Article
| Apr 8, 2024
Venu Sports is officially dead: Disney, Warner Bros. Discovery, and Fox are scrapping the controversial sports streaming service to focus on existing products.
Article
| Jan 10, 2025
Thursday Night Football shows viewership metrics don’t say it all: Amazon’s Black Friday audience was far lower than expected, but DTC opportunities drove brand excitement.
Article
| Dec 4, 2023
On today's podcast episode, our contestants compete in The Great Behind the Numbers Take Off, 2024 trends edition, where they will try and cook up the most interesting predictions for the coming year. They'll discuss GenAI supercharging search, connected TV's (CTV's) next milestone, and short-video's monetization problems. Tune in to the discussion with our analysts Jasmine Enberg and Yory Wurmser, and vice president of content Paul Verna.
Audio
| Jan 2, 2024
Chart
| Jan 21, 2025
Source: Sensor Tower
Chart
| Feb 1, 2025
Source: Google; Microsoft; Amazon; Meta; Pinterest; The Walt Disney Company; Roku; YouTube; Snap Inc.; Reddit; Netflix
On today’s podcast episode, we discuss why now might be the exact right time for Meta to bring back live shopping, who would be the most likely candidate to buy Party City, and why Disney thinks that now is the right time to pull the trigger on a big change. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Vice Presidents of Content Suzy Davidkhanian and Paul Verna.
Audio
| Dec 17, 2024