蘑菇AV

On today's podcast episode, we discuss what happens next now that sports-focused streaming service Venu Sports has been blocked, how to get customers onboard with your AI-infused products and services, how the streaming bundle is changing, the US considering a breakup of Google to address its search monopoly, the most sort after plane seats, and more. Tune in to the discussion with host Marcus Johnson, director of reports editing Rahul Chadha and analysts Ross Benes and Max Willens.

Netflix鈥檚 advertising strategy is evolving as streaming services raise subscription prices to sway users to ad-supported tiers.

The news: Super Bowl LIX will stream for free on Tubi, the ad-supported streaming service (FAST) owned by Fox, the company announced this week. This is the first time the Super Bowl will be available on Tubi. Tubi ascendant: Tubi鈥檚 strong user growth and ad spending has made it a bright spot in Fox鈥檚 portfolio.

Among major streaming services, Netflix鈥檚 time spent share exceeds ad revenues the most, indicating it has the most room to expand.

Last week, YouTube reported that ad revenues were up 13% YoY to $8.7 billion and connected TV (CTV) views grew 130%, demonstrating the platform鈥檚 massive potential for advertisers. Between Shorts, YouTube鈥檚 flagship short videos that competes with TikTok and Instagram Reels, and its foray into CTV, YouTube is central to digital advertising. Here are five charts demonstrating just how big YouTube鈥檚 reach is.

In comparison, time spent with connected TV (CTV) and subscription over-the-top (sub OTT) is still growing. This year, daily social time among users will grow at less than half 2022鈥檚 rate. The days of explosive gains for social video are in the past.

Digital video viewership is being propped up by connected TVs (CTVs), which allow for easy access to streaming apps on the biggest screens in households

The year started with a flurry of commerce media news, from Meijer Media expanding into off-site channels to Microsoft鈥檚 new ad capabilities.

According to a Signal Hill Insights report from fall 2023, AM/FM radio commanded a 75% share of time spent with ad-supported audio, followed by podcasts at 14% and free streaming at 11%. Our time spent estimates factor in ad-free subscription-based audio services like Spotify, which is the largest digital audio streamer in Canada. Social media time spent has jumped over the past five years.

Viewership of children鈥檚 cable programming declined significantly in the past decade. Nickelodeon, Disney Channel, and Cartoon Network lost more than half of their total viewership between 2016 and 2023, according to Nielsen.

In our newest forecast for time spent, mobile devices still attract more than half of all digital time, but CTV is catching up.

CTV broadly, and subscription over-the-top (sub OTT) specifically, are doing extremely well, but life is tough for individual players because the competition is so fierce. Dozens of service providers will vie for a slice of this year鈥檚 $26.92 billion in spending.