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On today's episode, we discuss Gen Zers and healthcare: what the beginning of their journey looks like, social media as an entry point, and what they want from their experience. "In Other News," we talk about Amazon expanding its Amazon Clinic telehealth services to include video visits and how connected fitness is getting on post-pandemic. Tune in to the discussion with our analysts Rajiv Leventhal and Lisa Phillips.

On today's podcast episode, we discuss the media companies with the highest TV usage, how ESPN is being maneuvered, how multiple new streaming bundles will change the game, and a tie up between Walmart and Disney for enhanced targeting and measurement across streaming. Tune in to the discussion with our vice president of content Paul Verna.

The ongoing strike by the Writers Guild of America negatively affected our time spent with TV forecast, but we don鈥檛 expect consequences for streaming services unless the strike drags on for many more months. This is good news for Hulu, the sub OTT platform most deeply engaged with marketers and advertising. Time spent with Hulu will increase by 1 minute this year.

On today's podcast episode, we discuss how Spotify reached sustained profitability, what a 鈥渄eluxe鈥� tier might look like, and where the audio streaming giant goes from here. Tune in to the discussion with host Marcus Johnson and analyst Daniel Konstantinovic.

Microsoft is the latest to resort to layoffs: The company is reducing its headcount by 5% as it pivots to plug AI into its key products, subscriptions, and cloud services. But AI still has a lot of hurdles to jump.

Streaming media apps might have to pay up: European regulators could require data-heavy businesses to pay for network expansion and maintenance. This cost will inevitably lead to price increases for subscribers.

Millennials are the age group most likely to buy products or services advertised on podcasts, according to a survey of US podcast listeners by Morning Consult. These ads are also more likely to drive purchases among listeners earning more than $100,000 per year.

The law applies to digital products sold for permanent online use, but it excludes subscription services and digital goods that allow offline storage. Why it matters: Though the law applies only to California, companies often adjust practices nationwide to avoid inconsistent state policies.

A recent survey from Disqo found that only 13% of consumers are opposed to ad-supported streaming, down from 36% in 2022; ads are a small pill to swallow if it means reducing the potential $1,236 US households spend yearly on streaming services. Netflix has restated its commitment to increasing the value of its ad-supported tier, which drives larger average revenues per user than its ad-free tiers.

Narrower losses on Disney+ stand in contrast to streaming services like Peacock and Paramount+, which have seen losses widen quarter after quarter in an attempt to drive subscriptions that the market has (mostly) punished. Challenges: Although the company remains near the top of the streaming market for now, a number of challenges could slow its roll.

It鈥檚 a reality that has become increasingly pressing for pay TV providers over the last year, especially with sports becoming available on streaming services and TV networks like Disney throwing their weight around in carriage fee deals. To stave off the worst, pay TV providers have to offer major discounts or benefits. 鈥淣o Locals鈥� is DirecTV鈥檚 answer.

Integrating first-party data into its popular currency is a privilege that Nielsen has historically denied TV networks and even other streaming services, causing groups like the Video Advertising Bureau and CBS to cry foul. Football broadcast and streaming rights are currently split among many providers bound by yearslong deals.

As the first digitally native generation, marketers must recognize that what works for older demographics won鈥檛 necessarily work for Gen Z. On social media, Gen Z expects brands to understand the different ways they use each channel, while on streaming, content remains king (though price is an important factor).

Many also introduced rewards that catered to pandemic-era consumer trends, like at-home fitness programs and streaming services. Why it matters: Now, issuers are spending more than ever on card benefits, even as consumer spending growth wobbles.

ChristianaCare joins the subscription healthcare market: Incumbents are rolling out bundled virtual primary care services for consumers. Will the trend take off?

Out of all US generations, Gen Z is willing to pay the most ($229.14 per month) for websites, apps, and online services if they could not access them for free (no ads or subscription fee), according to November 2023 data from the Interactive Advertising Bureau (IAB).

Walmart is undergoing a 鈥渕uch broader shift,鈥� said our analyst Sky Canaves on our 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast. Where Walmart was once seen as primarily a retailer, it鈥檚 pivoting into tech and services. Walmart鈥檚 business remains rooted in grocery, but through its retail as a service and Walmart+ offerings, it鈥檚 expanding that flywheel.

Amazon explores standalone subscriptions as Prime user growth slows: The retailer could roll out separate grocery and healthcare membership services as early as this year.

So far this year, there鈥檚 been Google versus Microsoft and TikTok versus 鈥� well, everyone. But another battle is emerging as Amazon and Apple go head to head for ad dollars, streaming viewers, and the health vertical.

What it means: Streaming is still a subscription-based business, especially for Netflix, which relies more on subscriptions than any other streaming service that sells advertising. But CTV ad revenues still account for about one-third of streaming revenues, and their share will increase over the next two years. 5. Streaming subscribers are leaning into ads.

We define digital video as video viewed via over-the-top or connected streaming services, as well as video viewed on social media, including YouTube. Time spent with each medium includes multitasking. For example, 1 hour multitasking on a smartphone while watching TV is counted as 1 hour for TV and 1 hour for smartphone.

FAST viewership skyrocketed from 2019 to 2021. Now that these services are relatively mainstream, growth has settled down. But FAST remains one of the top-growing subcategories within the OTT ecosystem.

鈥淪o Target next month plans to launch a new membership service, Target Circle 360, which for Target Circle credit card holders will be about half the price of Walmart Plus,鈥� he said. Walmart Plus also competes with Amazon Prime, which includes everything from fast, free shipping to video and music streaming services to photo storage, to discounts at Whole Foods.