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On today’s podcast episode, we discuss why Netflix viewers are spending less time on the platform, how the free ad-supported streaming players are getting on, and how a less discussed social platform has fast become one of the places Americans spend most of their social media time. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, Senior Forecasting Analyst Zach Goldner, and Senior Director of Forecasting, Oscar Orozco. Listen everywhere and watch on YouTube and Spotify.

"Severance" drives record Apple TV+ engagement: The streamer saw a 126% surge in new subscribers, proving the impact of high-quality original content.

This week, new advertisers enter the podcast space, consumers discourage brand desperation, and brands take notes from Netflix.

Tech giants dominate Hollywood by securing marquee franchises: Companies like Amazon, Apple, and Netflix will outbid legacy media for top intellectual properties.

Disney-WBD streaming bundle sees strong retention: 80% of subscribers stay after three months, outperforming Netflix in that regard.

YouTube is the preferred platform for podcasts, and Netflix wants in: Marketers must recognize podcasts aren’t audio-only to effectively reach consumers.

Instead of only relying on pre-scheduled ad breaks, advertisers are finding ways to engage viewers when they hit pause.

Netflix sets record with 8.6% of TV viewing as sports fuel broadcast growth: While streaming dominated at 42.6% market share, NFL and college football content helped push broadcast TV up 5% in January.

Disney’s password-sharing changes didn’t boost subscriptions—yet: The company saw a slight dip in Disney+ subs as it faced a tough holiday period.

Our forecast for time spent with media has held relatively steady throughout 2024, but several important milestones are on the horizon.

DECK PENDING - 01/31/2025

Amazon’s ad business expands: Ad sales were up 18% YoY to $17.28 billion, fueled by retail media and Prime Video ads.