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I canceled HBO like a dream after Game of Throne season eight. That's the only time I ever canceled a service and I never went back. All the others, I never canceled. Zach Goldner:. I watched Successions sometimes, don't Ethan? Marcus Johnson:. It's like a dream. Ethan Cramer-Flood:. I don't have it. I do not forgive. I do not forget. Season eight. Never again. Zach Goldner:. It was a lot down.

In other Spotify news, this is the second thing, our connectivity and tech briefings analyst, Gadjo Sevilla, who mentioned earlier, says that Spotify is shifting business models from developing and acquiring exclusive content like HBO to creating a mass market for user generated content and video, pitting it against YouTube and TikTok. But Bill, Spotify Pivoting, what's the point? Bill Fisher:.

HBO aired the season finale of The Last of Us at nine, so it competed directly with them, and I think you can guess which one of the two I tuned into. Marcus Johnson:. So a few things here from me. So the audience for the Oscars/all awards been steadily going down for years. Viewership peaked in 1998 when 55 million people saw Titanic win, so it's been going down since then.

On today's episode, we discuss how Spotify beat expectations, why a price hike is inbound, and the audio streaming company's relationship with artificial intelligence (AI). "In Other News," we talk about AI-powered ads for Google and whether Peacock can survive the streaming wars. Tune in to the discussion with our analyst Daniel Konstantinovic.

On today's episode, we discuss whether watching TV with other people ruins the potential of targeted connected TV (CTV) ads, who's winning the CTV advertising race, and how CTV stacks up against traditional TV ad spending. "In Other News," we talk about Netflix's road map for video games and what to make of its 1 million user milestone for its ad tier. Tune in to the discussion with our analyst Paul Verna.

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.

On today's episode, we discuss what the new normal looks like at Netflix, why its ad-supported tier isn't helping much, and what the first DVD ever mailed by the company was. "In Other News," we talk about Meta, TikTok, and YouTube facing off at this year's NewFronts and whether instant videos could be the next big AI development. Tune in to the discussion with our director of Briefings Jeremy Goldman.

On today's episode, we introduce you to the FAST (free ad-supported streaming TV) services (e.g., Tubi, The Roku Channel, and Pluto TV), explain how they became so popular, and look ahead to see what their ceiling is. "In Other News," we talk about whether the advertising space is on the mend and how significant of an ad player Microsoft is. Tune in to the discussion with our analyst Ross Benes and director of Briefings Jeremy Goldman.

On today's podcast episode, we discuss what the hell happened—and is happening—to online ads, whether the video streaming boom is officially over, the next big wearable category, what happens when the First Amendment collides with social media, what the world would look like if there were only 100 people, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Blake Droesch.