蘑菇AV

TikTok is specifically betting on Indonesia, where it has over 277.5 million users and where influencers on its social video platform sell products on livestreamed videos鈥攕imilar to home shopping channels on cable TV but with a much wider reach.

Telecom: Includes point-to-point communications services, such as telephone voice and data communications, two-way mobile/cellular communications services, and other nonvoice message communications services (e.g., email and fax); includes multichannel video providers on a subscription fee basis (e.g., cable TV, wireless cable TV, and direct broadcast satellite services).

A higher percentage of US adult Gen Z respondents were receptive to social media advertising (72%) compared with ads on streaming TV (47%), cable TV (28%), or broadcast TV (20%), per a February 2023 NCSolutions survey. They occasionally unplug.

Telecom: Includes point-to-point communications services, such as telephone voice and data communications, two-way mobile/cellular communications services, and other nonvoice message communications services (e.g., email and fax); includes multichannel video providers on a subscription fee basis (e.g., broadcast TV, cable TV, satellite TV, telco/fiber operators, etc.).

As the TV and streaming landscape becomes increasingly fragmented, the terms used to describe different ways to watch are multiplying. We鈥檝e already broken down the difference between connected TV (CTV) and OTT. With subscription video-on-demand (SVOD) platforms becoming ad-supported SVODs, and ad-supported video on demand (AVOD) platforms building out free ad-supported TV (FAST) platforms, it鈥檚 difficult to keep track of what cord-cutters are actually watching. Here鈥檚 a breakdown.

(The same study found that 30% of cable TV subscribers plan to cancel their service this year.). Why they鈥檙e churning: Streamers are adjusting their prices, reflecting the rising costs of content delivery. Notable hikes have been seen across all the major streaming platforms, including Netflix, Disney+, and Prime Video. These price increases are a response to a saturated market.

On today鈥檚 podcast episode, host Bill Fisher is joined by our analyst Paul Briggs and forecasting writer Ethan Cramer-Flood to examine the size, advertiser opportunity, and competitors in the free ad-supported streaming TV (FAST) service space.

The news: Apple TV+ is offering a free preview of the streaming service this coming weekend, leveraging traditional cable marketing tactics to boost subscribers ahead of the 鈥淪everance鈥� Season 2 premiere, as the platform seeks to expand its 0.2% share of TV viewership. The strategy mirrors legacy cable networks鈥� 鈥渇ree weekend鈥� promotions but with a digital-first approach.

Ever fewer households are willing to pay high prices for TV via a cable box, and that same trend will likely take hold for digital pay TV. When digital pay TV subscriber growth eventually turns negative, some providers will exit the market, while others will seek consolidation through mergers and acquisitions. DoorDash and Uber Eats are cashing in with groceries.

This year, streaming services will finally earn more than traditional TV in subscription revenues.

Paramount鈥檚 streaming growth offsets legacy TV decline: Streaming revenues surge, but ad revenue from linear TV continued to decline, highlighting the company鈥檚 shifting priorities.

On today's episode, we discuss a milestone for digital video, why TV lovers still love their TVs, and the relationship between digital audio and social networking. "In Other News," we talk about how many US shoppers use their phones to pay for things at the register and how many generative AI users there are in the US. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood.

The rise of streaming services devastated the traditional TV bundle of cable and satellite. But as streaming services struggle to obtain profits and face pressure to grow their audiences, they鈥檙e testing out their own array of bundles. Key Question: Which streaming services have the most to gain from bundling?

Our latest forecasts for TV and CTV ad spending, as well as those for time spent with each medium, point to CTV鈥檚 inevitable eclipse of its linear counterpart.

Viewers still watch the vast majority of ads on TV screens via linear TV, even as its share of time spent dwindles.

The 2024鈥�2025 upfronts and NewFronts promise to be interesting. This year鈥檚 planning season will showcase the interplay between consumer preferences and TV viewing habits, underscoring the urgency for industry-wide innovation and flexibility.

If you have cable TV and Amazon Prime and almost everyone has Amazon Prime. If you have cable and Amazon Prime, you're going to have more NBA games than ever. It's not going to actually be too hard to access this because Disney stuff is all still going to be on TV and NBC stuff is going to be on TV, and then we all have Amazon. So I don't know. I'm kind of down with this.

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.

Digital pay TV services are slowing cord-cutting. But the rate at which they replace traditional TV defectors is decelerating.

On today's podcast episode, we discuss who's leading the ad-supported vs. ad-free video streaming race, how much money is coming from both avenues, and how streaming will differ from (and look the same as) cable in a few years. Tune in to the discussion with our analyst Ross Benes.

Cable providers were hit hard as well, losing approximately 3.8 million subscribers versus 3.5 million in 2022. There was a notable winner among Leichtman鈥檚 reporting: Virtual multichannel video programming distributors (vMVPDs), which include digital pay TV services like YouTube TV, added 1.9 million subscribers. The gain was up from 1.67 million in 2022.

Free ad-supported video content overtakes TV. TV has long dominated Latin America鈥檚 entertainment industry, but streaming is the way of the future as viewing habits go digital. Digital video is giving TV a run for its money.