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Our take: Even without the same subscriber volume as streaming leaders, Peacock is making notable ad revenue gains and is a leader in advertising for livestreaming events. Peacock鈥檚 revenues jumped 82% to $1.5 billion in Q3 2024, a sign that live events and new ad formats are driving significant brand interest.

Fewer subscribers cancel Netflix compared with other streamers, per Antenna. It also relies less on advertising than other subscription streaming services do. These factors reduce Netflix鈥檚 tariff exposure, although it could be affected by the 100% tariff on foreign movies that Trump proposed. YouTube viewership could increase.

Discovery's highest number of new paid streaming subscribers ever on a single day in Europe. There is, of course, the higher churn rate associated with households who sign up for a specific content, which is going to have to navigate. I think it's been quite clever there because it's offered a 399 deal.

Decoding Amazon's pitch deck: From Preferred Deals to Premium Sponsorships, Prime Video aims to set new standards in ad-supported streaming.

The ad-supported share of gross additions for Disney+ increased from 45% to 58% YoY in May 2024, indicating a growing preference for ad-supported tiers among new subscribers as consumers seek affordable options. Our take: The changes could benefit both Disney鈥檚 ad revenues and advertisers鈥� ROAS.

The networks within SpinCo will need to evolve to stay relevant, possibly by integrating more with FAST (free ad-supported TV) platforms, streaming bundles, or live event programming. Comcast is betting that focusing NBCU鈥檚 efforts on Peacock, NBC, and Bravo will help drive streaming growth, even as it prepares for potential subscriber churn following the next round of price hikes.

Why it matters: Sports programming remains a critical driver of subscriber growth in streaming, making control over licensing a powerful tool for companies like Disney. Competition off the field: DirecTV and Dish argue that the merger allows Disney, Fox, and WBD to bundle sports licensing rights, creating anticompetitive incentives.

Apple's 13 Oscar nominations for 'Killers' and 'Napoleon' underscore its $700 million film investment: The strategy enriches its Hollywood presence and streaming allure.

Netflix exceeds Q1 forecasts with strong earnings and subscriber growth: Shifts reporting focus from subscriber numbers to revenue and engagement starting 2025.

In what the retailer touted as a 鈥渇irst-of-its-kind partnership鈥� with Burger King, subscribers will now receive 25% off one digital order daily鈥攅ither in-app or online. Starting next month, members will also be eligible for one free Whopper per quarter with a digital purchase.

Netflix hits 238 million members in Q2 after account-sharing purge: The streaming service saw revenues rise 2.7% despite a quarter of ups and downs.

Sunday Ticket propels YouTube TV to 48% growth: The pay TV service has seen subscriptions jump significantly since it acquired the costly streaming rights.

That鈥檚 active users and not subscribers, meaning the figure includes viewers on the same account. After a rough first quarter with low ad-supported video-on-demand (AVOD) adoption that saw Netflix fail to meet expectations with its first advertisers, Bloomberg reports that Netflix is now properly delivering on its viewership estimates.

HBO and Discovery+ going to the 鈥淢ax鈥�: Combined streaming service kicking off in May will bring new business leads for advertisers. Read online.

Looking ahead: Netflix will dominate paid streaming in Latin America. While new players have emerged on the scene, the global giant will remain victorious in this year鈥檚 streaming wars, according to our latest forecast. 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.

YouTube is the biggest digital video platform in the US by subscribers, meaning marketers wanting to reach Gen Z鈥攐r the greater population鈥攕hould be using the platform. Using social media is Gen Z鈥檚 No.2 favorite digital activity. The population is most likely to be on Instagram, followed by TikTok.

And those services continue to focus on converting their existing ad-supported users into paying subscribers. Today, the percentage of US Spotify users who are subscribers, rather than ad-supported listeners, continues to tick upward, however slowly: By 2028, 57.5% of Spotify鈥檚 US listeners will be subscribers, up just 1 percentage point from 2024鈥檚 figure. Read the full report, Audio Ad Spending 2024.

Global streaming paid memberships rose 4.9%鈥攈igher than Q4's 4.0% growth. 1.75 million new global streaming paid memberships was far lower than 7.66 million in Q4, but outperformed the three preceding quarters. The first two quarters of 2022 resulted in negative net additions.

On today's episode, we discuss what to make of Meta's new Threads app, whether the internet is becoming more like TikTok, the argument against "click to cancel," ad-supported versus ad-free video streaming, how shipping works, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Zach Goldner, and Evelyn Mitchell-Wolf.

On today's special episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We鈥檒l keep a running score all year and crown a winning team at the end of the year. Today, we cover Americans' sentiment toward AI, how much Netflix's password-sharing initiative will boost subscriber numbers, how retail media ad spending dollars are moving around, and more. Tune in to the discussion with this month's contestants: our analysts Sky Canaves and Evelyn Mitchell-Wolf and vice president of Briefings Stephanie Taglianetti.

A more accessible and expansive Walmart+ membership will help the retailer to reach 29 million subscribers this year, while in-store retail media formats could boost ad revenues. A push into B2B, logistics, and international markets may also prove lucrative.