蘑菇AV

US paid retail membership fee revenues will be higher than ever before in 2025, reaching $46.39 billion, according to our May 2024 forecast. That鈥檚 an increase of 10.8% YoY, with over half (51.8%) of these revenues going to Amazon.

Amazon takes full creative control of James Bond: The $1 billion deal signals a new era of more frequent and potentially experimental Bond content.

Similarly, last year鈥檚 launch of Mercado Libre鈥檚 ad-supported regional streaming service, Mercado Play, as well as the introduction of video ads this year on Amazon Prime Video and Disney+, will likely prompt advertisers to move even more spending away from linear TV to these platforms.

More than 181 million people in the US will be Amazon Prime members this year, representing nearly 7 in 10 (73.7%) US internet users, according to our July 2024 forecast. Many of them turn to influencers before checking out; others can be won over by better discounts from competitor retailers; while some favor Amazon for fashion over groceries.

Connected TV (CTV) has emerged as the fastest-growing ad channel tracked by 蘑菇AV. Its ad spend outpaced other digital ads, search, social media, and retail media in 2024.

With promised features missing, the rollout echoes a broader trend of overpromising and underdelivering in AI.

What鈥檚 next for Capri after the Versace sale? The company is looking to offload Jimmy Choo to focus on Michael Kors, but the latter needs a wholesale reinvention to succeed.

Form factor is Gemini鈥檚 secret weapon: With Gemini landing across every Google touchpoint, it鈥檚 poised to dominate as Apple fumbles Siri and Amazon slaps a fee on Alexa+.

For instance, Amazon Prime Video replaced traditional networks as the exclusive home of Thursday Night Football. 鈥淪treaming services, even if they're going to lose money short term, want to bet on sports because they鈥檙e trying to attract subscribers,鈥� Benes said. Sports betting as a revenue stream.

Amazon, Target, Walmart, and Wayfair launch spring sales: Retailers are likely to lean on tentpole events to drive cost-conscious shoppers to spend.

Though the $250 million budget of "Red One" raises profitability concerns, the film鈥檚 role in driving Prime Video engagement highlights streaming platforms' willingness to prioritize subscriber growth over immediate returns. "The Substance" proves horror remains a reliable genre for maximizing returns on moderate budgets, particularly when backed by targeted social media campaigns.

Netflix鈥檚 AI search test takes aim at content fatigue: By letting users search more intuitively, Netflix hopes to edge out rivals and helps viewers navigate its library.

AI-powered Public Eye game debuts this summer: Wolf Games is betting big on a whodunit that blends storytelling with daily, bite-sized gameplay. It鈥檚 a smart concept but lacks the quick-hit allure of other daily games.

Competitors like Amazon Prime Video have established themselves as reliable sports broadcasters, proving that a digitally native company can produce glitch-free content. Our take: This incident highlights the risks of entering the live sports market without thoroughly testing streaming capabilities at scale.

I would actually probably say I'm going to do a 23% share to their rising strength in video ads tied to Prime video and the advertising supported tier.

His TV game show-like challenge videos have also landed him a $100 million deal with Amazon Prime Video for a competition series. MrBeast鈥檚 success is unique, but it showcases the crucial role creators play in driving consumer viewing habits. Social video is reshaping linear TV advertising. US social video ad spending will surpass linear TV in 2025.

This asset could help direct more creator content to properties like Prime Video, Twitch, and Amazon Live. Spotter鈥檚 creator portfolio reaches over 88 billion monthly watch-time minutes. Why it matters: Amazon is positioning itself as a major media player by blending ecommerce with digital engagement, building a distinct ecosystem that appeals to advertisers seeking dynamic, engaged audiences.

Amazon鈥檚 latest test could transform how shoppers engage with the ecommerce platform: The retailer鈥檚 mobile search results will feature links to products not available on its site.

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. Netflix will generate 53.6% more ad revenues per ad-supported viewer than Hulu in 2024, per our new forecast.