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NBA lands historic media deals: New agreements with Disney, NBC, and Amazon promise expanded coverage and increased accessibility for fans.

For NBCU, the Olympic Games are likely to provide a significant boost through July and August, especially since the Paris-hosted event is the first in several years with favorable broadcast timing for US audiences. However, Peacock is struggling: The company posted strong revenues but lost 500,000 subscribers in Q2.

And have us afterwards be like, "Stephanie, how could you? It's a family show.". Stephanie Taglianetti:. That is a very funny. Marcus Johnson:. Max, what you got for us, mate? Max Willens:. I like that you mentioned, Stephanie, the Book of Nonsense because it ties into my chatter, which is about children and books.

But to Max's point, it's the second-largest streaming player in the U.S. by subscribers, by viewers as well according to our forecast.

Team USA? Oscar Orozco (02:30):. USA? Ethan Cramer-Flood (02:31):. It is the U.S. indeed with four. So congratulations to Oscar. Oscar Orozco (02:36):. Thank you very much. Marcus Johnson (02:37):. I'm happy for you. Not congratulations to Paul Werner, who is an Argentinian fan and they won the Copa America and of course the World Cup.

DOOH ad spend in the US will grow by 11.2% this year to reach $3.20 billion, per our March 2024 forecast. DOOH is increasing its share of OOH as advertisers flock toward video and programmatic formats, including OOH TV. These small-screen formats (as opposed to larger digital billboards) are part of what may be referred to as OOH TV or CTV OOH.

For us, we are very data-driven. We do a lot of forecasting of viewers on different platforms. So the idea that that threshold has increased so much implies that services are not going to stick around unless they combine. So it's just a very simple math problem at that point. So that's what I...

Even Amazon, which takes in more than 3 in 4 US retail media ad dollars spent in the US, per our forecast, uses third parties to power its RMN. Here鈥檚 a look at some of the biggest ad techs powering retail media networks today. Criteo. What it does: Criteo is a commerce media company with both an SSP and a DSP that allows retailers to create self-service solutions for advertisers.

With 127.8 million US viewers, Hulu is the fourth-most-viewed over-the-top video service in the country and a well-regarded brand by both consumers and advertisers. Hulu also has a pay TV service, Hulu + Live TV, which is expected to grow to 13 million US viewers by 2024 (though there are concerns about price hikes).

The recent rollout of Prime Video ads isn鈥檛 the only contributor to rising competition in connected TV (CTV) advertising鈥攐ther subscription over-the-top (OTT) players are stealing market share. US adults will spend 4.1% less time on Netflix in 2025 than they did in 2021, but they鈥檒l increase time spent by 4.2% with other subscription OTT services, according to our forecast.

US adults will spend 28.1% of their time with digital media watching CTV this year, per our February 2024 forecast. US adults are increasingly viewing ads on CTV platforms as free ad-supported TV (FAST) becomes more popular and more streaming platforms introduce ads.

Our forecast calls for digital live sports viewers in the US to grow from 95.5 million in 2023 to 126.8 million by 2027鈥攁 32.8% increase over four years. Younger audiences (ages 13 to 34) are leading the shift to digital, with 24% consuming sports via subscription video-on-demand (SVOD), compared with just 16% for those 55 and older.

With its shift to digital, political advertising is increasingly programmatic. US digital political ad spend will grow by 156.3% this year over 2020, the last presidential election year. That growth outpaces the 28.7% growth overall US political ad spend will see, as noted in our US Political Ad Spending Forecast 2024 report.

狈别迟蹿濒颈虫鈥檚 US ad revenues per ad-supported viewer will fall from $70.44 this year to $59.67 by 2026, according to our forecast.

US retail media ad spend will increase by 22.5% next year for a total of $55.31 billion, according to our forecast. US CTV ad spend will increase by 16.8% next year for a total of $29.29 billion, according to our forecast. What retail media gets from CTV.

TV accounts for 54.8% of US Black consumers鈥� weekly time spent with media.

25% of US TV/video ad buyers want to have three currencies for impression measurement, according to March 2023 data from the Interactive Advertising Bureau, Standard Media Index, and Advertiser Perceptions. Another 45% opt for four or more currencies.

And if he does convince us, we will, "Invest in it." Then it's Jeremy's turn, me and Ross become the new panel and so on and so forth. As I mentioned, both those two folks have two predictions for us each, so four total. Let's do it. Ross, I'm starting with you. 60 seconds on the clock for your first pitch, something you think is going to happen in the world of digital by the end of 2024.

What have you got for us? Paul Verna (17:29):. My final prediction is a little bit more straightforward than my previous one, and that is simply that Apple TV is going to launch a bona fide ad tier as part of Apple TV+.

Netflix will see $14.52 billion in US subscription revenues this year, accounting for 21.9% of all OTT subscription revenues, per our December 2023 forecast. Netflix will see $0.95 billion in ad revenue this year. Its ad revenue is expected to grow 36.1% next year鈥攎uch greater than other providers with more established ad tiers.

Roku is making gains outside the US, too; in Mexico, it was the top selling smart TV operating system for the second quarter in a row.

We expect time spent with CTV among US adults to double from about 1 hour per day in 2019 to just over 2 hours per day in 2024. CTV usage also exceeds time spent on desktops and laptops. CTV will account for more than one-fourth of total time spent with digital media this year. Although time spent on CTV is catching up to linear TV, CTV isn鈥檛 replacing ad inventory as quickly.

CTV has the largest audience share among millennials: There will be 62.0 million millennial CTV users in the US this year, per our forecast. Traditional TV in the US is dominated by the 65-and-older age group, which spends 4 hours, 58 minutes (4:58) watching linear TV per day.

CTV's rapid growth brings brand risks: Rigorous vetting and monitoring are essential to maintain trust in the new advertising landscape.

In comparison, 8.0% of conversions from OTT advertising took place within the first 2 hours. So while retail media CTV partnerships drive lower-funnel activity better than traditional TV advertising, search and display ads on retailer websites are still the best bet for driving rapid conversions.