蘑菇AV

Netflix launched an ad tier in late 2022, at the same time that Pluto TV arrived in the country. Connected TV ad spending will surpass C$1 billion ($768 million) for the first time this year. Double-digit annual growth in connected TV (CTV) ad spending will persist for the remainder of our forecast period. Roku, Amazon, and YouTube are the primary players.

CTV is growing the fastest of all categories we track at 21.2% in the US this year, thanks in part to more ad-supported video-on-demand options from Netflix and Disney+. Hulu, YouTube, and Roku are well ahead of the new players, but each year there are more ad dollars to go around. Still, CTV advertising is 鈥渘ot growing like it once was,鈥� said Cramer-Flood. 鈥淣othing is.鈥�.

A large portion of the $4.40 billion in new CTV ad spending set to roll out in 2023 will come from Disney+ ($748.2 million) and Netflix ($618.2 million). Both services generated ad revenues only minimally before this year. Legacy CTV platforms are still in front. Hulu ($3.63 billion), YouTube ($2.89 billion), and Roku ($2.19 billion) will collect the most ad revenues in 2023.

Joining AVOD leader YouTube is Netflix, which launched ads in November 2022. The subscription video-on-demand (SVOD) walled gardens are coming down, meaning ads targeting these video viewers are now available and can be more aligned with targeting in linear TV. CTV advertising is hot, boosting a stagnated linear TV market.

US adults will spend 4.1% less time on Netflix in 2025 than they did in 2021, but they鈥檒l increase time spent by 4.2% with other subscription OTT services, according to our forecast. The opportunity: Spread your CTV ad budget.

Digital audio will claim 2 hours, 20 minutes (2:20) per day from US listeners this year, which is more time than Netflix (1:02), Hulu (0:53), or YouTube video (0:48), according to our report. 鈥淲e see TV viewership declining and digital audio listenership growing.

Walmart could partner with Netflix. The streaming giant is trying to grow its ad business and Walmart wants to grow its media offerings. The resulting alliance would be a win-win, said Droesch. Walmart may team up with TikTok. 鈥淲almart is doing a lot to promote livestreaming,鈥� said Canaves. A TikTok collaboration could help both companies push US social commerce.

It's got some nice content inside it, but it's more of a nice-to-have rather than a must-have the way a Netflix might be.鈥�. If Paramount is indeed sold piecemeal, it will show how big media companies are struggling to stay profitable across assets as streaming takes over. 鈥淭his is going to basically end up being sold in parts as opposed to somebody coming in and buying the whole business.

Amazon Fire TV uses a modified version of the Android operating system and hosts third-party apps such as Netflix, Disney+, Hulu, and YouTube. These apps must adhere to Amazon's policies and be approved by the company before being made available to users.

That's just shy of how much time people spend with Netflix in the US. Evelyn, TikTok isn't where the internet is going. One minute on the clock, make the case. Evelyn Mitchell-Wolf:.

Australia is looking to require streaming platforms like Netflix, Amazon Prime Video, and Disney+ to spend a portion of their Australian-derived revenues on local television and films, per The Conversation.

Active TikTok users will spend 54 minutes a day on TikTok, just 6 minutes shy of the average daily usage of Netflix and just 1 minute more than time spent on Hulu, per our forecast. Marketers on TikTok need to understand why users spend so much time on the platform, from entertainment to purchase inspiration to life hacks and how-tos.

The same amount of time as people spend on TikTok and nearly as much time as Netflix viewers spend watching Netflix. So it is really well established in terms of people's media diets. Daniel Konstantinovic:. Yeah. I think it's incredibly easy. I think they benefit from audio just being an incredibly easy medium to interact with. You don't have to have your eyes locked on something.

In our time spent forecasts for the UK, we found TikTok tied Netflix for time spent among platform users, at almost an hour per day. This level of engagement may not be universal across the region, but assuming similar user sentiment, the platform should be of growing interest to marketers looking to reach social media users, particularly in the coveted Gen Z cohort.

Netflix, Amazon Prime Video, Disney+ and others have all raised prices and increased ad loads in 2023. But for YouTube, raising premium pricing and changing ad loads are different. YouTube is the de-facto video platform of the internet, and users who have spent the last decade or more customizing their experience and using YouTube for free won鈥檛 be eager to pony up.

YouTube plays a major role in both entertainment and product discovery among Gen Alpha. 54% of Gen Alpha kids have their own tablets, where they watch streaming video content from YouTube, Disney+, and Netflix, per a Morning Consult survey as reported by Insider.

He points to Netflix as one example. Following years of large user growth, the streaming giant is looking to grow revenues. One tactic is charging for password sharing. 鈥淭hat鈥檚 a slippery slope where on the one hand, they need to drive the revenue. On the other hand, they鈥檙e asking people to pay for something that used to be free.

Netflix said, "Hang on, our margins are much slimmer than yours. If anything, you should be paying us to have our content on your networks.". Marcus Johnson:. That's brazen. It's because content is king, content being the streaming stuff. But the pipes, the pipes are the ace. Without the pipe...

You mentioned Netflix and Disney Plus as some other competitors as well. Any thoughts on the challenges that YouTube's staring down at the moment? Evelyn Mitchell-Wolf (09:00):.

I mean, one of those things you said, you mentioned that it's double, is SVOD services like Netflix and Hulu. So Americans still spend twice as long watching traditional TV as they do watching SVOD services, think Netflix, think Hulu, Prime Video, and they spend twice as long watching traditional TV as they do with either digital audio, digital gaming, digital video, as well.

Bill C-11, the Online Streaming Act, passed into law in April 2023, requiring foreign streaming services like Netflix and Spotify to invest in Canadian content and adhere to quotas. Both companies have criticized strict quotas, arguing they already invest in Canadian artists and productions. Meta and Google have balked at the law.

So Gen X's top platforms are YouTube, Facebook, Netflix. I mean, YouTube is universal. Everybody loves YouTube. It's so, so useful in so many different ways. But really when they're looking at their platforms, it's like Facebook is once again connecting them with family, and then Netflix they're using as entertainment and sharing with their kids.

So Netflix is obviously the king in this space. That's why I would never give this a 9 out of 10 or 10 out of 10, because most Netflix subscribers are still going to not have ads, but the move by Amazon as well as Netflix introducing advertising relatively recently makes me give this a mark above 5. Marcus Johnson:. Okay. Evelyn? Evelyn Mitchell-Wolf:.

Many of them, like Netflix, are adding ad supported variants. So the inventory is increasing pretty rapidly. You're also seeing the growth of free ad supported streaming TV or FAST, channels like Pluto or Tubi. They have a lot of ads there. There's Disney Plus and Netflix as I mentioned. And there are short form videos like YouTube. TikTok is making a push into CTV. It's still super early.

Netflix, for comparison, has 170. So Netflix, 170. Prime Video, 160. This is in the US, of course. And then 42 million for Apple TV+. That's higher than I would've guessed, Jeremy. I mean, nowhere near some of their competitors, but still I thought pretty impressive, all things considered. Jeremy Goldman:.