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On today's podcast episode, we discuss what Fortnite developer Epic Games' win over Google means, whether McDonald's new restaurant brand will be a success, why women's sports worldwide are exploding right now, if video streaming bundles are inevitable, how AI rules can keep pace with AI development, who's planning to live underwater in a few years, and more. Tune in to the discussion with our analysts Ross Benes, Bill Fisher, and Carina Perkins.

A quarter of US adults recently cut their spending on video streaming subscriptions due to inflation, per a Morning Consult survey. Slightly less cut back on music streaming subscriptions (24%) and cable or satellite TV (23%). Across all entertainment categories studied, more adults either didn鈥檛 pull back or didn鈥檛 pay for the product or service in the first place.

With 34 million developers, a massive app ecosystem, and a burgeoning ad business, Apple could fast-track its metaverse ambitions behind its MR headset announcement.

Roblox鈥檚 ad struggles show the metaverse鈥檚 waning importance: Advertisers may choose to stay away from the platform thanks to new rules limiting exposure and restricting content.

They do some advertising, healthcare, gaming, and we just talked about what they do with voice and TV. And now, we've got David and Grace on to talk to us about payments. What are they up to? Well, one of the things that they've been doing is working on the Just Walk Out technology.

For the first time, US adults will spend more time per day with digital video than with TV this year, according to our forecast, as the cord-cutting revolution takes hold. Total time spent with digital video and TV will remain just over 6 hours per day, the same amount it鈥檚 been since 2020.

It comes second to North America when factoring in all CTV devices鈥攍ike Roku, Amazon Fire, gaming consoles, etc. YouTube will have more viewers in Latin America than Facebook will have users by 2025. In Latin America, YouTube is to digital video as Facebook is to social media, but the streaming giant has lived in Facebook鈥檚 shadow over the past decade.

Half of US digital media professionals say that social media holds the most potential for innovation and opportunity in the next 12 months, per a September 2023 survey by YouGov cited by Integral Ad Science.

Mainly for gaming, right? That's pretty much [inaudible 00:29:37]. Marcus Johnson:. Right, right. Exactly. Gaming folks. Yeah, 36 million, 35, 36 million today. I mean, that's pretty flat as well. It's not really going anywhere, much to the dismay of Meta and others. That's all we've got time for, for the Game of the Week.

Summer is on the way, and the advertising landscape has already changed significantly since the start of the year. We checked in on data surrounding the biggest trends, including AI search (which is happening whether consumers want it or not), a TikTok ban (no one knows but be prepared), retail media (it鈥檚 exploding), and more.

This year, time spent with digital video will officially surpass time spent with TV among US adults. Video advertising is also moving toward digital as advertisers set their sights on connected TV and social video, and even take advantage of retail media networks鈥� video opportunity. Whether you鈥檙e pitching a video ad campaign or reevaluating a tight ad budget, here are five charts that will help with the how, what, where, when, and why of video advertising. Whether you鈥檙e pitching a video ad campaign or reevaluating a tight ad budget, here are five charts that will help with the how, what, where, when, and why of video advertising.

It's a '90s video game console that everything was read in 3D and you had to look into it, and it made your head hurt after 45 minutes. Nintendo lost a lot of money. Marcus Johnson:. Okay, Max knows. Evelyn, you also? Just me. Oh no, you're with me. Okay. That's rare for someone to also-. Ross Benes:. I'm going to send you a link to Virtual Boy and Plinko after this. Marcus Johnson:.

Because you're right, there is a long history of people overreacting to video games and rap music and so on. But this is also happening on a scope that I think surpasses those previous examples. Marcus Johnson:. Carina, what'd you think? Carina Perkins:. Yeah, I agree.

They need them for their gaming accounts, for bank account opening, all that sort of stuff. They don't read a single email. They have hundreds, if not thousands of unread emails in their inbox. I have to prod them to check, have you had this email from school or college or whatever, and they don't open them.

Providers like Fiserv, Grubhub, and Trustly are broadening digital payout options in sectors like insurance, gig work, and gaming. In 2023, two factors could revive availability:. New entrants could improve implementation. FedNow might introduce pricing pressure that lowers costs for real-time payments.

CTV devices now account for a significant amount of time consumers spend with digital media. That鈥檚 a major reason why time spent with digital video will exceed time spent with TV this year.

They had one for gaming, one focused on pets, and now they're going to have one on beauty. And so these targeted events really make a whole lot of sense because you can just push brands to pay for retail media dollars while also providing some lift in terms of sales. Marcus Johnson (07:00):. Jeremy, what'd you make of that?

Microsoft is betting on AI advertising and gaming for its future growth. [inaudible 00:16:44] Senior Director of Briefings, Jeremy Goldman, "In Q2, the company grew revenue 8% to $56 billion. Net income up even more at 20%. Owned property, LinkedIn, saw revenues up 5%, Xbox content services up five." And search and news ad revenues excluding traffic acquisition costs, Jeremy notes were up eight.

"Roblox said it will prohibit game developers and brands from serving ads to kids under a new policy taking effect June 15th, addressing a large portion of CARU's complaint," Mr. Coffee notes. But Max, the most interesting sentence in this article is what and why. Max Willens:. I think you alluded to it in your setup, Marcus.

YouTube is the flagship of all of Google's activities in video and music and gaming. Google's thrust to evolve from search to video and connected TV, all of that flows through YouTube. Even the live TV product, though it hasn't been a money maker yet for Google, it's inextricable with the YouTube brand.

Well, the NBA app is adding a feature where you can overlay yourself on another player in a live game, so it looks like you are actually that player, like you're playing the game. Mr. Peters notes, "You'll have a friend point your smartphone at you, do a 360 scan, then you select a player who's on the court in the actual live game that you're watching, basketball game.