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  • On today's podcast episode, we discuss what a completely Walt Disney Co.-owned Hulu will look like, if the entertainment giant has a Marvel problem, and whether Disney+ can ever rival Netflix for the subscriber crown. "In Other News," we talk about why Roku's revenues and streaming hours are doing particularly well and why Warner Bros. Discovery's ad revenues and subscriber growth are not. Tune in to the discussion with our vice president of content Paul Verna.

    Audio
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    Nov 28, 2023
  • From streaming to ad measurement and privacy, 2023 will be a year of transformation. Here are four changes we expect in the new year.

    Article
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    Jan 3, 2023
  • Paramount is playing catch-up when it comes to ad innovation: The media giant is exploring a number of initiatives to fuel its aggressive streaming goals.

    Article
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    Jan 6, 2023
  • On today's podcast episode, we discuss what Fortnite developer Epic Games' win over Google means, whether McDonald's new restaurant brand will be a success, why women's sports worldwide are exploding right now, if video streaming bundles are inevitable, how AI rules can keep pace with AI development, who's planning to live underwater in a few years, and more. Tune in to the discussion with our analysts Ross Benes, Bill Fisher, and Carina Perkins.

    Audio
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    Dec 15, 2023
  • What do you get when you cross a $35 billion ad platform with a 160 million viewer streaming service? A snapshot of Amazon’s US retail media connected TV (CTV) potential. Luxury brand Movado is leveraging that potential to push video campaigns for Amazon Prime and Freevee viewers.

    Article
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    Mar 7, 2023
  • Even as we approach a potential ad spend winter, connected TV (CTV) advertising is in decent shape. Netflix and Disney+ just joined the ad-supported streaming game. Cord-cutters are outpacing pay TV viewers. And YouTube is increasingly watched on CTVs. These five charts offer a closer look at CTV’s past, present, and future.

    Article
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    Nov 15, 2022
  • Sunday Ticket propels YouTube TV to 48% growth: The pay TV service has seen subscriptions jump significantly since it acquired the costly streaming rights.

    Article
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    Nov 13, 2023
  • On today's podcast episode, we discuss how a department of justice suggested breakup of Google could change search, the potential impact of Walmart’s personalized homepages and customer support, what’s next for the buy now, pay later (BNPL) space, how Tesla’s new “cybercab” could change the world of robotaxis, what charitable donations in America look like, and more. Tune in to the discussion with host Marcus Johnson, director or Briefings Jeremy Goldman, analyst Evelyn Mitchell-Wolf and vice president of Briefings Stephanie Taglianetti.

    Audio
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    Oct 18, 2024
  • On today's podcast episode, we discuss how Netflix's ad business is coming along; the streaming giant's first live sports broadcast; and its new retail, dining, and live experience destinations. Tune in to the discussion with our analyst Daniel Konstantinovic.

    Audio
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    Oct 26, 2023
  • Despite the Basic With Ads subscription tier being released just two weeks ago, we’re forecasting Netflix will see US ad revenues of $830 million in 2023, growing to $1.02 billion in 2024. It’s an impressive acceleration in ad revenues, but it puts the company behind a few streaming rivals.

    Article
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    Nov 16, 2022
  • Netflix hits 238 million members in Q2 after account-sharing purge: The streaming service saw revenues rise 2.7% despite a quarter of ups and downs.

    Article
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    Jul 20, 2023
  • In January, we made a slew of marketing and advertising predictions, from streaming to ad measurement. We already know the elephant in the room—we didn’t even mention generative AI. But the predictions we did make were a mixed bag in terms of accuracy. Here’s a look at how we did.

    Article
     | 
    Dec 19, 2023
  • So far this year, there’s been Google versus Microsoft and TikTok versus … well, everyone. But another battle is emerging as Amazon and Apple go head to head for ad dollars, streaming viewers, and the health vertical.

    Article
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    Apr 6, 2023
  • On today's episode, we discuss whether the age of social media is ending, if fewer ads equal greater ROI, more streaming platforms testing the sports waters, how newsletters are making money, whether the Cyber Five have lost their luster, an explanation of Twitter's advertising exodus, how long humans can live for now (and in the future), and more. Tune in to the discussion with our director of forecasting Oscar Orozco and analysts Blake Droesch and Dave Frankland.

    Audio
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    Nov 17, 2022
  • On today's podcast episode, we discuss the quick adaptation and rejection of Threads by Instagram users, the complicated costs of bundling streaming services, where TikTok falls on the list of most influential social media apps, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Evelyn Mitchell-Wolf and Max Willens.

    Audio
     | 
    Aug 31, 2023
  • The rise of OTT streaming and short video on social media has propelled a rapid increase in video advertising for most industries. Retail lagged far behind the average in video ad spending, but it has started to close the gap over the past five years.

    Article
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    Mar 8, 2024
  • For most companies, streaming isn’t as profitable as linear TV was, which is leading to growing pains and uncertainty. Predictions. Media conglomerates will dump more money into sports. The annual value of US TV and streaming sports rights will nearly double between 2017 and 2027, according to S&P Global Market Intelligence.

    Report
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    Nov 20, 2024
  • On today’s podcast episode, we discuss the potential audiences for some of the world’s biggest sporting events; how brands and marketers can better monetize these audiences; and how TV and streaming rights might shake out in the near future. Join host Bill Fisher, our analyst Paul Briggs, forecasting writer Ethan Cramer-Flood, and vice president of content Paul Verna for the discussion.

    Audio
     | 
    Feb 26, 2024
  • Hulu was the star of upfront streaming spend in iSpot.tv’s March survey, with 74% of brands and advertisers saying they were allocating spend to the platform. YouTube TV also had a huge showing, with almost half (48%) of respondents saying they were assigning spend to it. Peacock, Roku, and Paramount+ rounded out the top five.

    Article
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    May 8, 2023
  • In the US, 77% of TV-owning households had a smart TV as of Q1 2023, according to Hub Research. Connected TVs, which include smart TVs, streaming sticks, and other devices, will be used in 115.1 million households next year, more than double the number of traditional pay TV households, according to our forecast.

    Article
     | 
    Apr 27, 2023
  • On today's episode, we discuss the significance of Netflix saying it has 5 million monthly active users on its ad tier, the biggest impacts of the new streaming service Max, and how much noise a combined Paramount+ and Showtime offering can make. "In Other News," we talk about the current state of esports and what the best connected TV (CTV) ad formats are. Tune in to the discussion with our director of Briefings Jeremy Goldman.

    Audio
     | 
    Jun 1, 2023
  • 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.

    Audio
     | 
    Apr 3, 2023
  • Even the oldest members of Gen Alpha (born between the early 2010s and 2024) are younger than the iPad. For this digitally native generation, YouTube is the place to be, but other media channels like streaming platforms and even podcasts are popular. With the future of Gen Alpha’s social media use uncertain as states like Florida bar children under 14, marketers should know where the demographic is consuming content.

    Article
     | 
    Mar 28, 2024
  • On today's episode, we discuss whether social media in the future will become less social or if it will go away altogether, what the streaming wars' battle royale looks like, how easy it would be to replace Twitter and TikTok, how people think their demographics are portrayed in ads, the fight for the car screen, where Americans have moved in the last 10 years, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, analyst Blake Droesch, and vice president of Briefings Stephanie Taglianetti.

    Audio
     | 
    Apr 27, 2023
  • As the nation readies itself for Super Bowl Sunday, let’s review how this year has gone for the NFL. The league’s ratings for the 2022–2023 season were down 3% from the prior year, and there’s one big reason to blame: Amazon’s Thursday Night Football. Despite the drop, sports leagues will continue to move full steam ahead with exclusive streaming deals while Amazon waits for consumers to catch up.

    Article
     | 
    Feb 10, 2023
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