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Netflix and BBC team up for new podcast: While Netflix teases video podcasts on its own platform, work needs to be done to win over audiences.

Households typically only subscribe to around three paid streaming services, and competitors like Netflix and Prime Video maintain broad appeal.

Meanwhile, Netflix is investing in boxing matches, marquee NFL games, and the WWE. But why the sports craze? Platforms are vying for sports rights due to fans increasingly embracing digital for live sports viewing. The shift from traditional TV to digital platforms is creating new opportunities to capture sports audiences鈥攇iving platforms a chance to attract subscribers and reduce churn.

Nearly half (46%) of US streaming subscribers now pay for ad-supported tiers across platforms like Disney+, Netflix, Hulu, Peacock, HBO Max, and others, according to a new report from Antenna. Over the past nine quarters, 71% of net new subscription video-on-demand (SVOD) subscribers have come from ad-supported plans.

Top-line time spent with media will grow very little in the US going forward, making it essential to identify which formats and platforms are winning the newly zero-sum competition for consumer attention.

Netflix's ad tier reaches 94 million as it looks to genAI to continue its trajectory: The data suggests Netflix is positioned for sustained streaming market leadership.

Netflix. NBCUniversal. Paramount. Pinterest. Reddit. Snap, Inc. Walmart. Warner Bros. Discovery.

Netflix has entered the live sports battle, investing in boxing matches and NFL games, in addition to becoming the official streamer of the WWE. ESPN is adding a flagship streaming service to its offerings that will showcase all of its linear sports options.

On today鈥檚 podcast episode, we discuss the takeaways from Netflix鈥檚 record-breaking boxing event, the chances of TikTok dodging a US ban under a Trump presidency, the future of 鈥渞oadblock marketing鈥�, Perplexity鈥檚 new feature that lets you buy things directly within its search engine, the true story that inspired the 1992 film 鈥淎 League Of Their Own鈥�, and more. Tune in to the discussion with Senior Director of Podcasts and host Marcus Johnson, Director of Reports Editing Rahul Chadha, Senior Analyst Evelyn Mitchell-Wolf, and Senior Director of Forecasting Oscar Orozco.

The update introduces a My Netflix hub and real-time personalization tools, all aimed at helping users find something fast鈥攁nd not flee to YouTube.

Netflix remains a revenue leader in the streaming space, however tariff concerns and tightening budgets for both consumers and advertisers have increased the pressure across all providers to stand out.

Netflix. nScreenMedia. The Verge. US Department of Labor Bureau of Labor Statistics.

Netflix and Patreon want in. The former is looking into podcast deals, and the latter partnered with Sony to offer Sony Music podcasts on its site. Where the users are: YouTube has 2.5 billion monthly active users (MAUs) while Netflix and Spotify trail far behind with 760 million and 678 million, respectively, per our forecast.

These costs could be passed on to consumers, making companies like Netflix potentially vulnerable to tariff pressures. The tariffs would likely cause a significant loss of revenues for US studios and streaming services. This could lead to a decline in the overall market for US films, as studios become less willing to invest in new projects.

On today鈥檚 podcast episode, we discuss how ready Netflix is for a potential recession, if video podcasts and content creators fit nicely into its offering, and whether AI can help improve search for the streaming giant. Join Senior Director of Podcasts and host Marcus Johnson, Senior Analyst Ross Benes, and Vice President of Content Paul Verna. Listen everywhere and watch on YouTube and Spotify.

The news: Podcasting ad revenues surpassed $2 billion in the US in 2024, growing 26.4% YoY, per a new IAB/PwC report. YoY growth was massive compared to 2023, where podcast ad revenues grew 5%. Podcasts represent 0.9% of total digital ad revenues鈥攂ehind giants like digital video, but seeing steady growth.

Netflix and YouTube are siphoning subscription revenues from pay TV鈥檚 losses. By the end of 2025, more than half of US video subscription revenues will go to streaming services.

Netflix Q1 proves its resilience amid economic volatility: Strong revenue growth is setting the company up to weather uncertainty.

Netflix鈥檚 AI search test takes aim at content fatigue: By letting users search more intuitively, Netflix hopes to edge out rivals and helps viewers navigate its library.