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Netflix sells out WWE Raw sponsorships: Ad inventory is booked for months, proving brands see value in wrestling.

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

The new Premium Lite tier ditches extras like offline downloads but could lure budget-conscious users—challenging traditional streamers and YouTube’s own Premium model.

Apps for Netflix, Disney+, Apple TV+, and HBO Max subscriptions, as well as 100 video-on-demand (VOD) services, can be purchased via StreamStore, with charges added to the customer’s Comcast bill. Amazon’s Prime Video is notably missing from the mix.

Other trends, including how video-on-demand (VOD) and genAI usage are evolving in Brazil.

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.

Who will be the MLB’s new streaming partner? As MLB’s partnership with ESPN is ending, Apple TV+ could eye a deal to expand its sports catalog.

Even with strong audience reception, Elio may struggle to turn a profit theatrically—making streaming and VOD performance increasingly vital. Disney remains optimistic, betting on strong exit polls and Elio's emotional themes like identity and wonder to drive word-of-mouth and spark a rebound, much like Elemental did.

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

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

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.

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.

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

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.

Catch up on how FAST services are shaking up TV advertising.

On today's episode, we discuss what to make of the mixed signals surrounding the US ad market, how much the space will grow in 2023, what's driving it, and what's holding it back. "In Other News," we talk about whether Universal Pictures’ premium video-on-demand success has reshaped the movie distribution model and what we spend our time watching on our TVs. Tune in to the discussion with our analyst Paul Verna.

DECK PENDING - 01/31/2025