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Sorry, it puts it in fourth place and puts it a few minutes ahead of YouTube which is in fifth, which is remarkable. Daniel Konstantinovic:. Yeah, that is remarkable because YouTube usually comes out ahead of all the other video services in terms of viewers and time spent. Netflix is at the top of this chart, but Spotify is pretty close behind.

TikTok鈥檚 deal-driven, creator-led commerce play has attracted buyers and sellers, including established brands like Zara (which could soon expand from the UK to include the US). But not all of the merchant incentives it offers, particularly around the holiday period, are sustainable in the long term.

TikTok brings in more ad revenue, you point out, than YouTube and 1/3 as much as Instagram or Facebook already and is only climbing; two, has more users than Snapchat; and three, people spend way more time on the app than any other social platform. So this is no longer like a tertiary social media platform.

There's been a real slowdown in the main markets that we've talked about in the US and the UK. They are expanding into other markets, and they're having a lot of success there, but it's a different thing to go into a new market and say, "Here is a huge personal music library."

On today's episode, in our "Retail Me This, Retail Me That" segment, we discuss why livestream shopping hasn't caught on in the US and the UK the same way it has in China, what TikTok is doing to make the US鈥檚 launch more successful than the UK's, and what shoppers are looking for from a livestream. Then for "Pop-Up Rankings," we rank the top four brands that have done livestream shopping well. Join our analyst Sara Lebow as she hosts analysts Sky Canaves and Carina Perkins.

As I mentioned, the Weekly Listen is now a video podcast, so if you want to watch along, you can check this episode out on youtube.com/insiderintelligence and click the podcasts tab if you want to see what we look like and hang out with us that way. If not, you can just listen along all the places you normally listen to this show. What do we have in store for you?

But there are some notable absences, specifically Disney and YouTube. The JIC has extended a formal invitation to YouTube, but the JIC鈥檚 focus on 鈥減remium鈥� video鈥攁nd subordination of user-generated video鈥攊s giving YouTube pause. It鈥檚 moving quickly. The JIC released its initial requirements for cross-platform currencies in early March.

And I think that's partly because YouTube has such an enormous audience worldwide, and it's been able to put shorts right in front of them on their mobile phones when they access the app or watch YouTube videos. And YouTube shorts has tried to become more shoppable. It allows creators to make shoppable videos. Brands can make shoppable videos.

They had numbers from YouTube TV and Sling TV, basically cable streaming, YouTube TV and Sling TV expected to have 7 million and 3 million subscribers respectively by 2027. And we have numbers on those. We expect 21 million YouTube TV viewers, viewers that is by then and just 5 million viewers for Sling. So still very low numbers considering that it's three years out.

With the glasses on, you can video chat, check Instagram, play a 3D version of Pong, watch YouTube videos, play Spotify playlists, use multi-modal AI to interact with everyday objects, even look at a table of ingredients to have Orion, the glasses, provide a recipe, and more. These glasses are years from production. This is just a prototype.

For comparison, Canada's average is 19 compared to America's 10, the UK 28, most of ... What the hell are they doing? Do some work, English people. Most mainland European countries, even worse, 30 to 35. Paul Verna:. I thought England wasn't part of the UK. Marcus Johnson:. We pretend we're not, but we are. We love our Scottish, and Welsh, and Northern Irish brethren. Paul Verna:.

I want to end with Jim Waterson of the British newspaper, The Guardian, because I think he laid out some of the main ways news consumption is changing. We've touched on some of them, but I think he laid these out very articulately, saying that there are several trends that are clear. One, voters are seeing less political content on their social media feeds.

That is of course, an eMarketer video podcast made possible by TikTok that you can watch on Spotify and YouTube or YouTube, or you could of course listen to it the usual way.

Anyone who's a science person or medical anything, this Cleveland Clinic, National Institute of Health, the British Heart Foundation, everyone. Paul Verna:. I've heard that stat before and all I can say is that's not how I want to get to the moon. I'll just take a space suit and a nice little rocket, but not stretching myself out that way. Marcus Johnson:. It's too many miles.

So up in 2011, a guy named Jonathan Harchick got a bunch of media attention because he created what he described, and YouTube did not dispute this, as the longest YouTube video ever. It was 596 hours long. If you wanted to watch it, it would take you 23 days. Recently in the last couple of years, YouTube quietly got rid of it, which I am very disappointed in because who doesn't want-. Marcus Johnson:.

And that's YouTube. Rob Rubin (05:47):. Yeah, that's. Maria Elm (05:48):. Right. That is right. Yep. If you have a kid that it's all about YouTube, I'd say that that applies both to Gen Z and Gen Alpha, but especially Gen Alpha. I mean, they love it.

This is a UK story, but likely applies around the world. The British media regulator Ofcom published findings late last month that revealed nearly a third of parents of five to 7-year-old children allowed their kids to use social media independently. This was an 8% increase year on year. Paul, what does this all mean for regulation? Paul Briggs (06:42):.

One was looking at YouTube in terms of teens, this is 13 to 17 year old's, favorite platform. So YouTube, 93% of teens use YouTube according to Pew Research, so nearly everyone. And then in this study, TikTok was in a pretty distant second place. I'm wondering, Jasmine, when Neal Mohan, CEO of YouTube, is going to have to go before the Senate committee hearing. Jasmine Enberg:.

As Twitch builds on its leadership, it is also pivoting to the social video space to counter rivals like TikTok, YouTube, and Instagram. Twitch鈥檚 strategy, announced in July 2023, is to launch the Discovery Feed, which will algorithmically serve short vertical clips from creators鈥� streams.

So taking the UK as an example, London is the epicenter of most agency brand, any kind of marketer activity. London accounts for a little over 10% of the population. There are big cities around the rest of the UK, but London's the only megacity in the UK. Meanwhile, over a fifth of the UK population lives in rural areas.

We start with our principal analyst who lives in the South Coast of England. He covers the UK and a little bit of Western Europe things, and he's also the host of our Around The World show. It's Bill Fisher. Bill Fisher:. Hello Marcus. Marcus Johnson:. We're also joined by Zach Goldner, senior forecasting analyst based in Colorado. Zach Goldner:. Hey Marcus. Glad to be here. Marcus Johnson:.

People have been doing weird stuff on streams, on Twitch and YouTube for a while.