蘑菇AV

But while NBCU highlighted that Peacock will have over 7,500 hours of sports in the next year, the presentation also showed that it鈥檚 looking to diversify its streaming offerings beyond sports. Upfronts teased numerous new shows set to stream on Peacock as part of NBCU鈥檚 push to turn a profit from the streaming service.

The sports trend: The deal, which expands on YouTube TV鈥檚 NFL Sunday Ticket rights, comes at a time when streaming platforms are vying for sports rights. The craze is in response to viewers increasingly embracing digital for consuming live sports.

By addressing the streaming industry鈥檚 transparency problem, Amazon positions itself to capture traditional TV budgets from advertisers who may have been more hesitant to migrate to digital.

On today鈥檚 podcast, we discuss the 蘑菇AV report, 9 Pivotal Shifts in AI, Regulation, and Advertising That Will Change the Business Landscape. Our analysts will compete in the Great Behind The Numbers Take Off 鈥� Top Trends edition, borrowing from the television show, The Great British Bake Off. In the Take Off, we will talk in-depth about how retail media, social and AI will undercut traditional search and will governments protect children from digital ad giants. Listen to the conversation with Senior Director of Podcasts and host Marcus Johnson, Senior Analyst Evelyn Mitchell-Wolf, and Analyst Bill Fisher. Listen everywhere and watch on YouTube and Spotify.

Shoppable streaming shortens the path to purchase to provide brands with immediate conversion opportunities, eliminating traditional barriers between discovery and purchase.

Disney+ begins its password-sharing crackdown: The change will give a lengthy boost to ad-supported subscribers, heating up the streaming race.

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

Why it matters: Streaming costs are climbing鈥攁nd viewers are already adjusting their spending. The average cost of streaming subscriptions jumped 22.2% YoY in 2023, far outpacing both pay TV increases (4.8%) and inflation (3.6%), per our analysis; In 2024, streaming subscriptions increased 12.6%, again outpacing both other measures, though less dramatically.

Over half (51%) of streaming households also engage in commerce-related activities on their televisions, per a survey by Roku and Dentsu. While those activities range from subscribing to a streaming service to renting a movie to purchasing a product directly on-screen, the point is that consumers are already open to spending money via their TVs.

US streamers will see $66.23 billion in OTT subscription revenues this year, per our December 2023 forecast. Most of that money will come from the biggest players鈥擭etflix, Disney+, Hulu, YouTube, and Paramount+鈥攂ut over a third ($22.91 billion) will come from other streamers. This potential subscription and ad revenue are why brands like Chick-fil-A and the Dallas Stars NHL team are launching their own streaming services. Here are the driving forces behind the growth of these niche platforms.

This issue has been exacerbated as more consumers opt for streaming. A beacon of hope for WBD: The release is also a massive win for WBD, which has faced notable struggles recently. Declines in traditional TV revenues and the competitive streaming landscape has seen the company鈥檚 stock value plummet 70% since its merger, leading to a wave of layoffs.

The opportunity: As Spotify delves into video streaming for music and podcasts, Amazon Music is heading in another direction with what鈥檚 essentially an AI Prime X-Ray for music鈥攖he feature that pops up on pause screens in Prime Video. The feature will appeal to users who have their phones in hand as they鈥檙e listening and want further research on their favorite artists.

And proving its worth as a streamer will be critical as Paramount鈥檚 streaming profitability remains elusive.