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StreamSaver, available to Comcast internet users, which includes Peacock, Netflix, and Apple TV+. A Max and Netflix bundle for Verizon subscribers. An offer that allows certain T-Mobile subscribers to receive Hulu, Netflix, MLB.TV, and Apple TV+ for free for a limited time. An offer that gives Spectrum TV customers Disney+ and ESPN+ for free, as well as Max or Paramount+ and BET+.

Netflix is already hot on the heels of Peacock, a platform that embraced ads from the very beginning, and not all that far behind longtime leader Hulu. Within a few years, Netflix and Amazon Prime Video will likely be the leaders in sub OTT ad revenues.

Sports streaming momentum keeps building: Roku and NBA team up on FAST channel as Peacock and Prime Video win more exclusive streaming deals.

Hulu was the star of upfront streaming spend in iSpot.tv鈥檚 March survey, with 74% of brands and advertisers saying they were allocating spend to the platform. YouTube TV also had a huge showing, with almost half (48%) of respondents saying they were assigning spend to it. Peacock, Roku, and Paramount+ rounded out the top five.

On today's podcast episode, we discuss whether the way people watch sports has changed, if Uber and Lyft will ever be able to turn a profit, whether Peacock can keep its head above water, what happened to the TikTok ban, what The Walt Disney Co. should do with ESPN, who's not on the internet, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Bill Fisher and Max Willens.

NBCUniversal highlights Peacock at upfront: Media titan reflects the industry's digital tilt amidst picketing and leadership changes

Hulu and Peacock, which leaned into advertising from the start, will outperform against time spent. Hulu will lead all sub OTT services with $3.85 billion in ad revenues this year, and it鈥檚 also strong in time spent. Peacock is relatively new, but its ad business is doing very well given its smaller share of consumer attention.

Instacart has made similar moves, partnering with Peacock and UberEats for its Instacart Plus members. 鈥淭hat not only makes them competitive with Amazon Prime but also with competing services like DoorDash,鈥� Droesch said. 3. Amazon will finally figure out grocery. Amazon will finally (successfully) extend its flywheel into grocery this year, Droesch predicted.

Instacart followed in Walmart鈥檚 footsteps with a streaming partnership, giving Instacart+ members access to NBCUniversal鈥檚 Peacock. It also partnered with Uber Eats on free restaurant delivery, a move that will make Instacart+ more competitive with DoorDash鈥檚 DashPass. In turn, DoorDash partnered with Lyft to give its DashPass members rideshare discounts.

As Amazon Prime Video, Peacock, and Apple TV+ compete for similar rights, Netflix's subscriber base, which we forecast will grow 9.3% next year to reach 759.2 million viewers, makes it an appealing partner for sports leagues trying to reach mass audiences.

It鈥檚 working with NBCUniversal to bring hyperspecific shoppable advertising to sports livestreams on Peacock. Walmart and NBCU teamed up again for shoppable ads during Thanksgiving Day NFL games.

The redesign aims to prioritize paid subscriptions from services like Peacock, Paramount+ and Max. The aim here is to position YouTube as a one-stop streaming destination, Garjo notes. Daniel, I'll start with you. Can YouTube be the household streaming hub? Daniel Konstantinovic (05:57):. In some ways, it kind of feels like it already is.

That said, China鈥檚 triumvirate of leading sub OTT platforms (Tencent Video, Youku, and iQiyi) already have far more viewers in China than US-only providers like Hulu and Peacock have garnered. Click here to view our full forecast for digital video viewers in China or subscription OTT video viewers in China. Behind the Numbers.

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.

MSNBC has experimented with uploading broadcasts of popular shows like 鈥淢orning Joe鈥� to Peacock. Our take: SpinCo鈥檚 creation is primarily aimed at reducing the burden of linear TV鈥檚 decline from streaming ventures, but the CNBC+ news is the first glimpse at how the newly formed company could attempt to revitalize its networks鈥攖hough Comcast has said SpinCo could take a year to set up.

What鈥檚 next: The separation is good news for Peacock, which has seen significant revenue gains in recent quarters thanks to sports content like the Paris Olympics and can spend aggressively without linear鈥檚 decline dragging it down. The path for SpinCo, however, is less clear.

The deal would include other Macy鈥檚 events like the Fourth of July fireworks in Manhattan, all of which will be available on Peacock. Zooming out: Competition among broadcasters and streaming services for live, high-viewership events has emboldened Macy鈥檚 to nearly triple its asking price from its previous contract.

Peacock and Paramount+ will use live sports programming to increase ad revenues. Live sports will likely have a bigger impact on Peacock than they will for Paramount+. This is because Peacock鈥檚 sports programming features a mix of linear TV retransmissions and streaming exclusives, whereas Paramount鈥檚 sports programming is available on CBS. Max will lean on live sports to grow ad revenues.

Peacock, which typically trails behind leaders like Netflix and Disney, notched record subscriptions and ad sales thanks to the Paris Olympics, which generated billions in ad revenues. Max gained 7.3 million subscribers鈥攖he most ever in a single quarter鈥� thanks in part to broadcasting the World Series.

As streaming subscription prices increase, viewers are becoming more amendable to ad-supported tiers.

This is the Q1 2025 installment of our quarterly 鈥淎d Spending Benchmarks鈥� series, which helps ad buyers and sellers calibrate their spending and revenue mix against the market.

What do brands need to know about the next wave of digital growth?

Video ad spending continues to outpace overall digital ad spending and will power the fastest-growing ad-supported media.

QR codes have boosted ad engagement for Peacock and Amazon because consumers are familiar with the technology. They also let companies take advantage of pervasive second-screening behaviors.