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Amazon debuts at Upfront Week, showcasing its ad-supported streaming services and more: It’s a strategic move to expand its digital advertising reach.

On today's podcast episode, our contestants compete in The Great Behind the Numbers Take Off, 2024 trends edition, where they will try and cook up the most interesting predictions for the coming year. They'll discuss GenAI supercharging search, connected TV's (CTV's) next milestone, and short-video's monetization problems. Tune in to the discussion with our analysts Jasmine Enberg and Yory Wurmser, and vice president of content Paul Verna.

Social, search, and CTV ad spend trends in Q2: Meta, LinkedIn, Pinterest, Google, and Microsoft show strong performance overall, driven by AI, innovative ad formats, and global expansion—highlighting the increasing importance of digital advertising across various platforms.

Regulation will disrupt some digital players, while retail media and genAI adoption will create opportunities across advertising and commerce.

BVOD will overtake sub OTT this year, as traditional TV viewing evolves. Given the widespread desire for video content at the lowest cost, BVOD has approached an inflection point: It will surpass sub OTT in viewer numbers this year, and the gap will grow. This year, BVOD viewers in the UK will pass 40 million—outnumbering the 39 million sub OTT viewers.

Linear TV is no longer a growth industry, so marketers should start preparing for a future where more and more of their TV-style spots go to OTT platforms. CTV is picking up the slack, resulting in a combined market that will grow from 2024 through 2027.

On today's podcast episode, we discuss whether search, social, connected TV, or retail media has been driving growth the most this year, how much non-cyclical ad growth has been fueling this year's numbers, and what to expect from ad spend in 2025. Tune in to the discussion with host Marcus Johnson and our analyst Ross Benes.

Peacock reduced losses, gained subscribers in Q1: The successes indicate that the streaming platform could become more enticing for advertisers.

Max adds new paid sharing feature with profile transfer tools: As inflation rises, Max bets on flexibility over price hikes to reduce churn and increase retention.

Apple’s Prime Video deal draws the lines of power in streaming: Growth in SVOD is slowing significantly, leaving services little choice but to piggyback off larger platforms.

DirecTV enters FAST streaming space: This new service offers free, ad-supported content and genre-specific bundles, aiming to attract cord-cutters and younger audiences.

Amazon will get a growth boost from its OTT video service. Amazon will benefit from a new kind of growth model in 2024, thanks to its ad-supported video-on-demand initiative with Prime Video. By the end of the year, Amazon will have transitioned most of its OTT viewers to an ad-supported subscription tier in the US, Canada, Germany, the UK, France, Mexico, and several other major markets.

Off-site retail media ad spend will grow 42.1% in 2025, almost three times as much as on-site, according to our November 2024 forecast.

The number of companies that generate more than $1 billion in annual US CTV ad sales grew from two in 2020 to five in 2024

Streaming services are offering a multitude of bundles as they try to expand their ad-supported audiences.

Companies large and small will net hundreds of billions in US incremental ecommerce and digital ad dollars in the next two years. Who will be the big winners?

YouTube is doubling down on social connectivity and AI tools to stay competitive with rivals like TikTok and Meta. The platform’s new suite of features introduced last week include Communities, a fan’s ability to boost creators’ videos, generative AI (genAI) video tools, and gifting. These innovations mimic what’s working on other social media platforms as YouTube seeks to remain social even as it builds out its connected TV business.

Netflix’s ad tier is less than two years old, but is growing due to its password-sharing crackdown and high demand for connected TV (CTV) advertising. One in 10 US Netflix users will opt for its ad-supported tier next year, and the company’s US ad revenues will surpass $1 billion, per our March 2024 forecast. Here are five charts demonstrating the progress Netflix has made —and the potential it still holds for advertisers.