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On today’s podcast episode, we discuss the future of streaming, which streaming service stands out above the rest, how streamers are bringing more sports programming online, and what kind of programming people watch. Listen to the discussion as host Marcus Johnson welcomes analysts Paul Verna and Daniel Konstantinovic to the podcast.

Prime Video's ad tier launches amidst skepticism: Amazon's strategic incentives aim to reshape streaming advertising despite market challenges.

Decoding Amazon's pitch deck: From Preferred Deals to Premium Sponsorships, Prime Video aims to set new standards in ad-supported streaming.

A major rebound for Disney's streaming sector: Losses cut dramatically to $18 million, while Disney+ adds 6.3 million subscribers thanks to key partnerships.

Netflix reports strong Q2 growth: Subscribers surged to 8.05 million, with ad-supported tier driving revenues and engagement.

Alphabet's Q1 earnings soar past expectations with $80.5 billion revenue: AI leadership and strategic digital services drive a 15% year-over-year increase.

Amazon is shaking up the streaming CPM market: Prime Video ads will launch with $30 CPMs at the end of the month in a sign that streaming ad costs are stabilizing.

Connected TV's ascendancy: GroupM's mid-year forecast points to a significant surge in CTV advertising, signaling a pivotal shift in media consumption and ad strategies.

Roku Q2 revenues up: Budget-conscious consumers are flocking to its ad-supported streaming platform.

Netflix experiences growing pains as an ad platform: It misses some viewership guarantees by a mile—though it’s trying to make up for it.

tvScientific aims to make CTV a performance marketing channel: The CPO model integrates with affiliate platforms, offering advertisers a low-risk, high-reward option.

While marketers still view TV as a unique brand-building vehicle, they’re also coming to understand the possibilities that connected TV (CTV) offers. In fact, 52% of marketers currently use CTV for performance marketing with the aim of generating measurable web visits, conversions, and revenues, according to MNTN research.

Outstream video ads, which often play with soundless video in social feeds, are now a go-to format for branding aims. Media buyers may temporarily pause activities on certain platforms for brand safety concerns, but overall, social media is an indispensable pillar of most brand marketing and performance advertising budgets. Twitter’s Troubles Will Shrink Its Audience.

The threat of a TikTok ban is enough to make waves: ByteDance, Meta, and Chinese competitor Kuaishou are all taking steps to anticipate a ban.

43% of US advertisers are pulling spend from linear TV to increase investment in programmatic connected TV (CTV) advertising, per November 2023 data from Proximic.

Previously, we didn’t expect video to hit the 50% milestone until after 2024. With advertisers preserving more of their social video budgets during the downturn, this trend was accelerated.

The US isn’t the only country with serious talks of TikTok bans. Japan, the UK, Germany, and France are all countries with over 15 million TikTok users each that could be left with a lot of time on their hands if TikTok bans succeed.

But roughly 7 in 10 said they plan to use on-site display, banner, and video ads. Meanwhile, more than half said they will use retailers’ demand-side-platforms (DSPs) to invest in these same ad formats to reach consumers beyond their own digital properties. What are the implications? Retailers need to deliver performance for brands.

US adults will spend 55 minutes more per day with digital video than with traditional TV in 2024, per our February 2024 forecast.

YouTube’s streaming lead is solidified: The platform enjoyed a yearlong reign as the leading streaming service, strengthening its position in measurement negotiations.