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In September, Amazon announced that Prime Video will have ads by default beginning in early 2024 in the US, UK, Germany, and Canada. The move could shake up the market. We don鈥檛 forecast 础尘补锄辞苍鈥檚 CTV ad revenues. But Amazon estimated that ads on Prime Video will reach more than 115 million US viewers per month, according to a pitch deck obtained by Insider.

The game will stream for free and be available to all YouTube and YouTube TV users worldwide, except those in Canada and select other countries, according to the post. The broadcast marks the first time that an NFL game will be streamed on YouTube for free. 鈥淟ast year, people spent over 350 million hours watching official NFL content on YouTube,鈥� per Mary Ellen Coe, YouTube鈥檚 chief business officer.

OTT digital video services are now popular everywhere, although fee-based sub OTT is not yet mainstream in every country. The outlook is positive for both free and paid OTT around the world, but growth will slow significantly.

In 2024, 蘑菇AV data partner GWI started offering data on respondents ages 65 and older in seven markets: the US, the UK, Canada, Hong Kong, Singapore, Israel, and Japan. For ease of comparison, our report features data for respondents ages 16 to 64 in all countries. But we have included the data for respondents 65 and older for those seven countries here as a supplement.

In Canada, it's nine in 10 people in the population. This is a really, really valuable piece of advertising real estate. By the same token, CTV ad spend is beginning to slow down a little bit, so I think this is one area that could help keep it buoyant for a little while longer. I don't think it's going to be revolutionary in any way and the needle won't fly, but it will do enough.

鈥淸We were interested in] launching in Canada. But in Canada, they speak French as well as English. So we needed to come up with additional creative for us to test.鈥�. With AI, Poshmark was able to generate a voice-over version of the English commercial in a French Canadian dialect, which the company could then test in-market. 鈥淭he process itself is amazing to see,鈥� said Phan.

Direct-to-consumer ARPU: $11.99 for US and Canada; $4.05 for other markets. Global D2C ARPU for the quarter increased by 1% YoY to $7.84 but was lower than last quarter鈥檚 $8.00. Overall financials: Total revenues declined 4% to $9.62 billion as theatrical revenues plunged 40%, and adjusted EBITDA for Warner Bros. Discovery鈥檚 entire business dropped 19% to $2.41 billion.

Despite having 32.6 million fewer paying members than regions like the US and Canada in 2022, average revenues per Netflix membership (ARM) grew fastest in Latin America, at 9.7% YoY, according to the company. Though, it鈥檚 important to note that Latin America鈥檚 ARM in 2022 was roughly half that of the US and Canada, at $8.48. Pay TV will give way to streaming as cord-cutting accelerates.

In September, Amazon announced that Prime Video will have ads by default beginning in early 2024 in the US, UK, Germany, and Canada. The move could shake up the market. Amazon estimated that ads on Prime Video will reach more than 115 million US viewers per month, according to a pitch deck obtained by Insider.

We estimate that 79.4% of sub OTT viewers, or 142.9 million people in Latin America, will watch Netflix at least once per month. That puts the region ahead of Western Europe and North America. Starting next year, Latin America will be the only region where Netflix will have a penetration rate above 80% through 2026 among sub OTT viewers.

In 2024, 蘑菇AV data partner GWI started offering data on respondents ages 65 and older in seven markets: the US, the UK, Canada, Hong Kong, Singapore, Israel, and Japan. For ease of comparison, our report features data for respondents ages 16 to 64 in all countries. But we have included the data for respondents 65 and older for those seven countries here as a supplement.

础尘补锄辞苍鈥檚 OTT ad revenues are exploding. 础尘补锄辞苍鈥檚 OTT ad revenues will nearly double in 2024, according to our October 2023 forecast, as ads come to Prime Video. Previously, ad revenues came from Amazon properties like Freevee, Fire TV, and Twitch.

Its North American counterparts are even further ahead鈥�11:31 in Canada and 12:37 in the US. Digital continues to gain an increasing share of media time. Proportionally speaking, media time is most likely digital time in the UK. This is a common theme in most countries we track, especially in the UK, where more than 60% of total media time is being taken up by digital.

In 2024, 蘑菇AV data partner GWI started offering data on respondents ages 65 and older in seven markets: the US, the UK, Canada, Hong Kong, Singapore, Israel, and Japan. For ease of comparison, our report features data for respondents ages 16 to 64 in all countries. But we have included the data for respondents 65 and older for those seven countries here as a supplement.

Building on previous measures (including a 25% duty on automobiles and certain auto parts, along with a 25% blanket levy on Canadian and Mexican goods not covered by USMCA), these evolving policies have created widespread uncertainty. There's significant uncertainty ahead.

In 2024, 蘑菇AV data partner GWI started offering data on respondents ages 65 and older in seven markets: the US, the UK, Canada, Hong Kong, Singapore, Israel, and Japan. For ease of comparison, our report features data for respondents ages 16 to 64 in all countries. But we have included the data for respondents 65 and older for those seven countries here as a supplement.

The slide accelerated after February 1, when the administration imposed tariffs on imports from Canada, Mexico, and China. Although some levies were later delayed, uncertainty only deepened as officials layered on additional duties. The fallout was swift: Consumer sentiment sank to its second鈥憀owest reading on record in April.

North America averaged 2:44 (Canada came in at just 2:07). That鈥檚 more than 20 minutes above Latin America (2:23) and Western Europe (2:14). Over 90% of respondents reported watching live TV in H1 2023. High TV penetration in the US is tied to a broad array of options including over-the-air network TV and cable channels that specialize in news, sports, and daytime or primetime entertainment.

Retail media will make huge gains this year in Canada. Our first-ever forecast for retail media ad spending in Canada and our joint survey of ad buyers (conducted with IAB Canada) highlight the latest developments.

Respondents were located in the Canada, France, Germany, the UK, and the US at companies with over $500 million in revenues.

Brands running loyalty programs have reported an increase in customer lifetime value, average order value, and customer retention, per a November 2024 Censuswide/LoyaltyLion survey of brands using Shopify in the UK, US, and Canada. But the loyalty space is crowded.

What about Canada, Paul? Where's Canada? Paul Briggs:. So there's a couple of different sources that we've been tracking to size the opportunity in Canada for retail media. One is the GroupM research that a few of us have already mentioned. So in 2022, it was roughly $3.5 billion dollars Canadian in terms of ad spending in retail media, and that's sort of nearing parody with TV, by the way.

TikTok takes No. 3 in Canada. In Canada, TikTok will beat out both Snapchat and Twitter this year, becoming the country鈥檚 third-most used social platform. And just like in Latin America, Facebook and Twitter are losing users in Canada. Meta still accounts for nearly a quarter (23.8%) of digital ad spend in Canada, but that share is dropping as Facebook loses relevance among younger users.

In an era when digital video viewership, social media usage, and over-the-top subscriptions are at a near saturation point in much of the world, podcast listener growth is still looking pretty good in most markets. A majority of the countries we track will see high single-digit listener growth rates this year.

On the list coming in 28th though, which is remarkable, Vancouver in Canada was the highest-ranked North American city in the overall list, at 53rd, which is low. Daniel Konstantinovic (03:22):. Wow. Yeah, that's-. Marcus Johnson (03:23):. Yeah. Why are all most walkable cities in the world in Europe? Why are most of them in Europe?