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For these media giants, FASTs provide an opportunity to get more mileage out of their mountains of content while giving users a taste of what they can get for a paid subscription. But inconsistent branding may hinder parent companies from upgrading users from free to paid memberships.

Entertainment includes amusement and recreation, box office, film, music, OTT video platforms, sporting events and ticketing, and video games (excluding video game hardware).

Ross, you recently wrote that in seeking profitability, streamers are increasing their subscription prices. You note most streaming services increased subscription prices this year. And ad free tiers of major streaming services grew about 25% in the last year. According to the Wall Street Journal, more price increases are likely.

From platform standpoint, they also added GrubHub to their Prime membership, trying to make sure that their membership stays top of mind for consumers and adding benefits as more subscription based products come on the market. Sara Lebow (06:15):. Yeah, I mean this is smart. I have been a livestream shopping kind of naysayer hesitant on it in the past. I'm feeling that way less and less.

Entertainment: Includes amusement and recreation, box office, film, music, OTT video platforms, sporting events and ticketing, and video games (excluding video game hardware).

Snapchat鈥檚 video and subscription features aren鈥檛 enough to challenge TikTok. According to Snap, time spent grew worldwide in Q4 2022, thanks to Creator Stories, partner content, and Spotlight. But users spent less time watching Friend Stories, dampening that growth. And while subscribers tend to spend more time on the app, the number of subscriptions isn鈥檛 yet large enough to make a dent.

One quick thing I'll add on that is that in a subscription business, if that's the primary source of revenue, you want consumers to forget about it or not know and just keep auto-renewing.

The fact that they're launching another over the top news service around CNN is living proof that the original debacle with CNN+ was purely political because really they're coming back and doing the same thing. Though, I will say one key difference is this is free, whereas the other one they were actually going to charge a subscription for CNN+. So there's that.

So, October 31st, Ina Fried of Axios writing that the addition of an ad-free search engine to ChatGPT will likely further shake up a search industry that has already seen the ground shift with the rise of gen AI.

One is that there is a great appetite for ad supported media and a lot of that has to do with the pivots by big platforms from either entirely subscription-based or predominantly subscription-based approaches and seeing the light that advertising makes sense in that context. It's also a sign that retail media is still on a rocket ship.

Entertainment: Includes amusement and recreation, box office, film, music, sports, OTT video platforms, and video games (excluding video game hardware).

Both groups are especially likely to value restaurant delivery service subscriptions, exclusive events access, and perk-laden dining reservation systems. See the interactive Entertainment demand chart in the Appendix. Methodology. What is this study?

Social media鈥檚 subscription experiment will continue. Subscriptions have proven to be more than a temporary dalliance for the social platforms. Even as the social ad market has steadied itself, the companies remain committed to their new 鈥減ay to play鈥� options. Nearly every platform launched a subscription service in 2023.

鈥淏ut its recent rollout of Prime Video ads and a new ad-free subscription tier is a big way for it to beef up its ad offerings.鈥�. What鈥檚 interesting:. New AI-powered tools are being released to improve the Amazon customer experience. The mobile app, for example, uses AI to answer shoppers鈥� product questions based on reviews and listing information.

Make content subscriptions a focus. In a bid to attract creators, Twitter has started offering a subscription service through which users can put exclusive content, such as long-form text or video, behind a paywall. Creators will earn a portion of subscription revenues, and Musk teased an ad revenue-sharing program based on views of ads associated with the content.

We'd say one reason is probably the cost of living crisis, lots of subscriptions being canceled or squeezed, which naturally affects how much time people are spending on these. But also there's a little bit of post-COVID correction going on here.

Research company LightShed Partners predicts that a subscription will start at $35 a month with ads.

What's going on there is if you have a subscription to Netflix, you're paying $15.50 for the standard plan, you can share within your household, within your physical location, within that building. But if you want to have someone outside of your household use your account, you have to pay $8 per person.

This will cause social platforms to explore subscriptions and other non-advertising revenue streams. But it鈥檚 not easy to get substantial revenues from subscriptions.

So why not go beyond streaming on demand and do go over the top. Marcus Johnson (17:40):. Blake's willing to torpedo the company for the sake of a good idea. Blake Droesch (17:45):. I think it's a data play going to, how's the bottom line going to pan out? I don't know. I'll have my accountant look into it. It's CEO, not CFO. Right? Marcus Johnson (17:59):. I know.

But yeah, I think Comcast has done, they have had a deal with Netflix in the past where you could subscribe to Netflix through your cable TV subscription.

Back in the 80s, a lot of those stations were ad free and positioned as ad free, and that cable was going to be pay television that was different than broadcast. And then 10 years later, they all had ads except HBO and Showtime and Cinemax, and cable looked a lot like broadcast. Max Willens:.

This chart here showing that when asked how much American voters trusted different types of media for political information, trusted it somewhat was the answer, most, 77%, said newspapers, print or online, then radio 76%, and then subscription streaming video 72%, which was actually ahead slightly, but still ahead of broadcast and cable TV. Now, to Max's point, you got to know it's there.

They have a scaled subscription business and fundamentally they can incredibly make the argument that the information that they sit on is worth paying for. It is there's no reason for them to sort of allow the wall between that information and non-paying customers to get more permeable.

The amount of ad inventory that's going to be available in a few years because as everything shifts to streaming, you're just going to have less inventory because ad loads are lighter in streaming and a lot of viewers, especially on Netflix, prefer the ad free option.