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Disney still leads in viewership among video services, accounting for 10.8% of June viewership. YouTube followed at 9.9% and NBCU at 8.5%. The strong month for Netflix can be attributed to the success of hit shows like 鈥淏ridgerton,鈥� which was the most-streamed show in June, but also to the lack of blockbuster sports events on rival networks. The horse race:.

X owner Elon Musk hosted a conversation with Republican nominee Donald Trump on the platform鈥檚 live audio service Spaces on Monday night. The choice of platform and interviewer gave Trump a direct line to many voters who feel marginalized by mainstream media. Our take: Avoiding politics on social media was already a near-impossible task for brands.

So, as far as their streaming services and the TV networks that are affiliated with them go, they're exposed to the same problems right now. Namely, that they're suffering from the decline of linear TV, and both of the streaming services that are used to prop up this decline have no path to profitability right now.

Target also earned recognition for its partnership with Butcher Box, allowing the subscription meat delivery service to sell products through Target's marketplace without requiring subscriptions鈥攁 strategic move as frozen and fresh food represents the fastest-growing segment of food and beverage ecommerce. 7. The Hershey鈥檚 Co.

Connect the ease of subscription services with personal convenience. Key stat: 44% of parents are interested in receiving regularly purchased food and non-food items through a subscription or auto delivery, according to Walmart鈥檚 鈥淎daptive Retail Report 2024.鈥�.

The news: Affirm is reportedly considering a subscription service called Affirm Plus, per Bloomberg. Code for the service was discovered in the company鈥檚 iPhone app. Affirm Plus would guarantee a 0% annual percentage rate (APR) on installment loans up to $2,500. Affirm currently offers rates between 0% to 36%.

Nearly 60% of OTA households that don鈥檛 subscribe to a subscription video on demand (SVOD) service, for example, are households of one person, while 45% of OTA households that subscribe to an SVOD service but don鈥檛 use a vMVPD are home to three or more people. From an income perspective, however, OTA households that subscribe to an SVOD service and use a vMVPD are the biggest earners.

This is what had been considered a second tier streaming service that I bet is going to be very close to a top tier service, doing in a slightly different strategy. There's simulcast. Lot of stuff is going to be... They're doing a strategy of maintaining linear TV while also having stuff on streaming in a way that maybe Disney Plus isn't doing. I think this is gigantic for them.

On the other hand, to put it in perspective, I can't think of a single streaming service that hasn't had an outage or a stumble during a high profile livestream. It happens to virtually every service. There's a different set of metrics that goes into live programming versus on-demand programming, and I think Netflix is discovering that. So this is a stumble, but they will overcome it.

But most of its growth is coming from high-margin offerings like advertising and third-party seller services. Sales from online stores grew just 5% YoY in the quarter, compared with 12% growth for third-party seller services, and 10% growth for subscription services.

And then the other issue is they can't raise prices the same way like a video streaming service. Does. They have competitors like Amazon and Google that can keep music subscription prices really low and they don't really mind if it takes a financial loss.

On today's episode, we discuss why Apple and Amazon will be the two most consequential advertising companies for the rest of the decade, the ceiling on their streaming ambitions, and how their tech and health investments stack up. "In Other News," we talk about whether TikTok has been able to reassure advertisers after its recent government hearing and the Federal Trade Commission outlining how companies should communicate their environmental claims. Tune in to the discussion with our director of Briefings Jeremy Goldman.

So Game Pass is an interesting and complicated service to talk about because of Microsoft holds things like subscription numbers really close to the chest, and there's a lot of speculation about how much they are paying individual developers to have their games hosted on the subscription service versus how much that developer might make in sales if they weren't to just be available on the streaming service

On today's podcast episode, we discuss how much time folks are spending with TVs and CTVs, how many ad dollars are going to both, and which of the streaming platforms will make the most from ads going forward. Tune in to the discussion with our analyst Ross Benes.

The Streaming Wars Are Heating Up in Canada. Five years ago, Netflix was the dominant OTT player on the Canadian scene. Domestic challengers came and went, while services like Hulu and HBO Max weren鈥檛 (and still aren鈥檛) available in Canada. Since then, a host of new services have launched, including Disney+, Apple TV+, and Paramount+, creating greater competition in the market.

But these are multiplatform systems, and most of the revenues from these services are collected outside app stores. Mobile-centered services, such as Apple Arcade and Google Play Pass, remain much smaller. Regulations may lead to third-party stores. Europe鈥檚 Digital Services Act will force Apple to allow 鈥渟ideloading鈥濃�攁pp uploads through third-party app stores.

I think the last podcast we were on, we talked about how there's something like 25 streaming services now. The competition is increasingly crowded and fierce, and I think it's going to be a challenge for Roku to cut through all the clatter. Marcus Johnson:. Yeah.

The activities and purchases that student loan payments are least likely to impact are buying gas, buying personal care items, and streaming services and subscriptions. I guess holding onto the little delights of ad-supported streaming through our good friends at Amazon, Amazon Prime, is the one form of entertainment that's least likely to be affected. Marcus Johnson (24:20):.