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Nielsen only identifies services by name if they make up 1% or more of total TV usage in a given month, which Pluto TV accomplished in September, outpacing competitors like The Roku Channel, Tubi, and Xumo to become the first FAST service to do so. Our take: Paramount Global has been top-heavy, particularly since the 2019 merger of Viacom and CBS, so an executive shakeup was overdue.

Things like Tubi have been doing very well. Roku has been doing well. Tubi is also launching in the UK and attempting to capitalize on the growing fast market there. So those are still smaller competitors and they may see some gains, but I do think that the YouTubes and Netflixes or maybe just those two are going to continue to remain at the top of the throw. Marcus Johnson (19:53):.

That increase is being driven by consumers watching more subscription over-the-top (sub OTT) services such as Amazon Prime and Netflix, more ad-supported video-on-demand (AVOD) services like Hulu and Tubi, and more YouTube. CTV time spent accounts for 84% of time spent with 鈥渙ther connected devices.鈥� This forecast features eMarketer鈥檚 first estimate of US adults鈥� time spent with CTV from 2019 to 2024.

But as paid streamers become more selective, free ones like Crackle, Roku, Tubi, and IMDb TV are making more shows. So the days of infinite scripted shows are probably behind us, even as free channels ramp up production. Or as Benes put it, streamers will 鈥渟top greenlighting every idea that a B-list celebrity pitches [their] studio head.鈥�. TV timeout: The last decade saw the buildup of streaming.

Rogers, as I mentioned earlier, made that deal with Tubi in 2020 to bring that content to Canada and that experience to Canada. They also have a variety of SVODs that they're trying to monetize through subscriptions.

And then the other ones that jumped out to me, Paul, one was a streaming service, Tubi. Paul Verna:. Yeah. Marcus Johnson:. Their second spot made it appear as if Tubi had taken over your TV and that you were no longer watching the Super Bowl after making it seem like someone had used the connected TV controller or remote to change the channel over to Tubi mid-game.

Free ad-supported streaming TV (FAST), such as Pluto TV and Tubi. Ad-supported video-on-demand (AVOD), such as The Roku Channel and ad-supported versions of subscription services like Netflix and Disney+. YouTube, which will have nearly 45% of its viewing time on CTVs. Digital live TV services, such as Hulu + Live TV.

But you point out that several folks will gain entry to that club by 2025, Pluto TV, Tubi, Peacock, Netflix. Do you see the landscape changing too much in the next couple of years in terms of Hulu first, YouTube second, Roku third? Paul Verna:. I don't think so.

So this is like we've mentioned, things like YouTube, Tubi, things like that. And it's also growing faster. So all digital video is still adding about 10 minutes a year, crossing the four-hour mark next year, then 4:10 the year after that to Ethan's point, still growing, still adding a number of minutes per year, but not seeing that explosive growth that we saw a couple of years ago.

Other folks with about 1% share of TV time are Tubi, HBO Max, which was still a thing back in May, which is why they still call it HBO Max, Peacock and Pluto TV. But Paul, the most interesting sentence in this article about streaming accounting for 36% of our total TV time is what and why? Paul Verna:.

But then, you're getting down to the 1% or 2% really quickly with Disney+, Tubi, Peacock, Max, et cetera. And so, by bundling these, the Netflix, Peacock, Apple TV+ bundle, the StreamSaver one, that's 9%. If you add those services together, that's 9% of the time people spend watching TV.

You're also seeing the growth of free ad supported streaming TV or FAST, channels like Pluto or Tubi. They have a lot of ads there. There's Disney Plus and Netflix as I mentioned. And there are short form videos like YouTube. TikTok is making a push into CTV. It's still super early. I don't think a lot of people are using it on their CTV, but there are just more and more opportunities for ads on CTV.

They pay more attention to ads on those platforms than to ads on free ad-supported streamers or FAST or smart TV channels on FAST, so things like Roku Channel or Tubi. I thought it was interesting to note. Paul, how much do advertisers spend on CTV, according to our forecasts in the US? Paul Verna:.

Then about 45% of Gen Zers choose what to watch based on the content trending on their feeds, and that's according to Tubi. Yeah, I think there's this very cyclical relationship with social and video that feeds into each other. (08:57):.

So when added together, it's quite a lot, but it does leave some folks out in the cold pool, prime video, and YouTube and Tubi and Roku channel and Paramount Plus, et cetera. And so yeah, interesting to see how much these two bundles affect those players. Paul Verna (15:37):.

The ad-supported part of SVOD would be like if you pay for Hulu, it'll have ads, but you're still paying for it, which would also be AVOD, and the last category under the AVOD side then would be FAST, which is just free streaming, that is ad-supported like Tubi. Marcus Johnson:. Yeah. All right, perfect.

And we're talking Tubi, Pluto TV, The Roku Channel, people like that? Daniel Konstantinovic:. Yeah, all of these are seeing some degree of success right now. I think that there's a real demand for free video. YouTube is also a really significant player here that shouldn't really be discounted. A lot of YouTube viewing happens on TVs, and it's growing faster and faster. Marcus Johnson:.