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On today's episode, we discuss the appeal of Prime Video with ads, why we might see more honest and transparent advertising, the inevitability of face computers, Netflix's chances of becoming a significant gaming hub, how the average retirement age is changing and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.

On today's podcast episode, our contestants compete in The Great Behind the Numbers Take Off, 2024 trends edition, where they will try and cook up the most interesting predictions for the coming year. They'll discuss GenAI supercharging search, connected TV's (CTV's) next milestone, and short-video's monetization problems. Tune in to the discussion with our analysts Jasmine Enberg and Yory Wurmser, and vice president of content Paul Verna.

Thursday Night Football shows viewership metrics don鈥檛 say it all: Amazon鈥檚 Black Friday audience was far lower than expected, but DTC opportunities drove brand excitement.

It also opens the door to opportunities off social media, as shown by the popularity of 鈥淏east Games,鈥� the reality competition show starring YouTuber MrBeast, which launched on Amazon Prime Video last December.

CTV is still one of the fastest-growing channels in advertising, fueled by Netflix, Disney+, Max, Amazon Prime Video, and more adding ads to their platforms. But the previously skyrocketing channel has matured, leaving a new TV landscape where advertisers must contend with balancing ads between linear and CTV and buying inventory even as volume shrinks. Here are five key stats advertisers should know about CTV.

As with its recent move to make Apple TV+ available on Prime Video, the platform is innovating around the edges. The service is an entry point to the company's broader ecosystem, which could act as a gateway to hardware sales and bundled subscription services.

Most subscription streaming services offer ad-free and ad-supported plans. After Amazon Prime Video introduced its ad plan in January, Apple TV+ became the biggest advertising holdout among streamers. Advertising holdouts have gradually accepted commercial breaks in their programming.

Prime Video gets its first major advertising partner: IPG Mediabrands will get first-look access to new ad formats when Prime Video debuts ads in 2024.

Sports streaming momentum keeps building: Roku and NBA team up on FAST channel as Peacock and Prime Video win more exclusive streaming deals.

Amazon Prime Video ads launched today, defaulting Amazon鈥檚 163.3 million US viewers into its ad-supported tier unless they pay a premium to opt out. This is good news for Amazon鈥檚 $44.26 billion dollar retail US media business. But who could this move hurt?

However, as competitors like Disney+ and Amazon Prime Video also raise prices, consumer patience may be tested. Engagement drivers: Content and strategy evolution show clear momentum. Viewers flocked to hits in Q4 like 鈥淪quid Game鈥� season 2, the record-breaking Jake Paul-Mike Tyson boxing match, and its Christmas NFL games.

Time spent with connected TV (CTV) by US adults will be within 1 hour of linear next year, at 2 hours and 3 minutes (2:03) and 2:48 per day, respectively, according to our June forecast. CTV usage is outpacing ad spend on most platforms, but spend is growing rapidly as Netflix, Disney+, Max, and Amazon Prime Video push more viewers toward ad-supported tiers. As the CTV ad floodgates open, advertisers need to make sure they鈥檙e maximizing ad value by thinking of CTV differently, experts suggested at last week鈥檚 Advertising Week New York.

Within a few years, Netflix and Amazon Prime Video will likely be the leaders in sub OTT ad revenues. Read the full report, US Forecast Trends to Watch in 2025.

But now we're also seeing them strike deals with premium streaming services like Netflix or Amazon Prime Video, and it's going to be very, very hard for these top name creators to resist those kinds of deals.

Streaming ad prices dropped because the supply of ad inventory greatly increased after Prime Video launched its ad tier last year and other streaming services converted more of their viewers to ad plans. 鈥淟ast year's CPM drops have largely stuck, and we expect the 2025 upfront market to continue to favor buyers in terms of streaming price efficiency,鈥� said Moe Chughtai, global vice president of MiQ.

An example of the latter is Amazon Prime Video targeting using shopping history on the ecommerce platform. Additionally, retailers are opening their media networks to non-endemic buyers (brands that don鈥檛 usually sell through the retailer property but offer related products that appeal to certain user behaviors). In-store ad inventory also represents a growing opportunity.

We project solid gains for Amazon Prime Video this year and the next, thanks to its new NBA deal, and Reddit is also still seizing time. Peacock boomed last year thanks to the Olympics, but that unsustainable increase will result in a slight decline this year, despite Peacock鈥檚 own NBA acquisition. Social network users have maxed out, and a pullback is imminent.

Amazon Prime Video reshapes ad-supported streaming landscape, fuels 20% ad growth in Q2. Prime Video gives Amazon continued momentum in advertising as high-profile sports deals bring opportunities to go after big-brand ad dollars.

Competitors like Prime Video and YouTube TV with costly sports rights deals will likely breathe a sigh of relief at the news as Venu鈥檚 competitive price point and slew of offerings posed a significant threat to their businesses.

Amazon will also surpass 10% of CTV ad sales in 2026, with most of their current and future CTV ad revenues coming from Amazon Prime Video and Fire TV. The total includes separately branded Twitch and Freevee streaming services. Disney also surpasses 10% when its separate brands鈥擧ulu, ESPN, and Disney+鈥攁re combined. Hulu and Disney+ together will capture 10.8% of CTV ad sales in 2026.

Notably, streaming leaders Disney, Netflix, and Amazon Prime Video are not part of Universal Ads鈥� launch. Zooming out: Universal Ads meets a desire both from small businesses to reach streaming audiences as well as an ad industrywide push to open doors for small- to midsize business ad spending.

Within a few years, Netflix and Amazon Prime Video will likely be the leaders in sub OTT ad revenues.

The news: Amazon will claim a prime Monday evening slot during TV's upfront week on May 12, challenging traditional networks with an expanding Prime Video sports portfolio. Live sports dominance continues driving media investment:. Live sports commanded 39.5% of Q4 TV ad spending, with football claiming 96 of the top 100 broadcasts in 2023, per Nielsen.

That could benefit larger players like Netflix and Amazon Prime Video, which offer more flexible, cost-effective alternatives to traditional cable and stand to gain from the continued migration away from linear (a trend likely to accelerate in the current macroeconomic climate).

Mercado Libre鈥檚 rollout of video ads on Mercado Play and Amazon鈥檚 ad-supported Prime Video launch in Mexico and Brazil reflect a broader shift underway: Retail media is increasingly becoming a full-funnel marketing channel that supports both performance and branding objectives.