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鈥淪tranger Things鈥� finale marks the end of an era for Netflix: As its flagship series sunsets, the streamer could focus more on reality shows.

Netflix Moments boosts social sharing: New feature allows users to save and share scenes, expanding Netflix鈥檚 organic reach.

On today鈥檚 podcast episode, we examine Netflix from all angles. While subscriptions were up in Q3 of this year, they were down compared to the previous Q3. Find out everything you need about the streamer鈥檚 quarterly report by listening to the discussion with Senior Director of Podcasts and host Marcus Johnson and Analyst Daniel Konstantinovic.

Ad-supported streaming is on the rise as viewers opt for cost-friendly options from platforms like Netflix and Disney+. With audience fragmentation increasing, advertisers must adopt smart, performance-driven strategies to stay effective in the evolving connected TV landscape.

Netflix cuts its expensive AAA gaming division, indicating anxieties about long-term, high-cost games projects. Focusing on smaller IP-based projects could better align with its business model.

Netflix and YouTube are siphoning subscription revenues from pay TV鈥檚 losses. By the end of 2025, more than half of US video subscription revenues will go to streaming services.

Netflix reports 15% revenue growth: Its ad-supported tier and live sports drove success despite slowing subscriber gains.

CEOs鈥� politics impact their brands: Hastings鈥� endorsement triggers Netflix boycott, drawing parallels with Musk's controversies impacting Tesla and X.

70% of US adults trust Amazon, according to May 2024 data by All 蘑菇AV Cookies. Amazon ranks the highest in consumer trust, following Google (65%) and Netflix (64%)鈥� higher than trust in the US government (28%).

YouTube overhauls TV app to compete with streamers: New features like episodes, previews, and subscription tools aim to boost creator monetization and rival platforms like Netflix and Disney+.

US streamers will see $66.23 billion in OTT subscription revenues this year, per our December 2023 forecast. Most of that money will come from the biggest players鈥�Netflix, Disney+, Hulu, YouTube, and Paramount+鈥攂ut over a third ($22.91 billion) will come from other streamers. This potential subscription and ad revenue are why brands like Chick-fil-A and the Dallas Stars NHL team are launching their own streaming services. Here are the driving forces behind the growth of these niche platforms.

Peacock soars but has catching up to do: Olympics gave the streamer its best month ever in August, but viewership was still dwarfed by Netflix and YouTube.

Netflix鈥檚 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鈥檚 US ad revenues will surpass $1 billion, per our March 2024 forecast. Here are five charts demonstrating the progress Netflix has made 鈥攁nd the potential it still holds for advertisers.

Netflix saw a 16.8% increase in digital ad revenue in Q2 2024, marking the fourth consecutive quarter of growth, according to the company鈥檚 earnings.

YouTube, Netflix, and Amazon are Gen Alpha鈥檚 coolest brands, per an August 2024 report by Beano Brain that surveyed more than 55,000 kids under 14. To foster relationships with the generation that not only has growing spending power of its own, but also influences parent purchases, marketers will have to understand its evolving digital habits.

Despite commanding 21% of US streaming minutes鈥攎ore than Netflix (17%), Disney (11%), and Amazon (7%)鈥擸ouTube trails in ad revenues per streaming hour. Our take: The shift in YouTube鈥檚 market position is more than financial鈥攊t鈥檚 foundational. What started as a user-generated video hub is now outpacing traditional studios in both audience and monetization.