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While Walmart Connect is able to take advantage of in-store and online data, it lags in AI sophistication and scale. Amazon鈥檚 integration of video ads into Rufus creates a seamless path from discovery to purchase on its own platform, a feat rivals can鈥檛 easily replicate. Key stat: Amazon鈥檚 US ad business is expected to grow 19.4% YoY this year, per our November 2024 forecast.

Traditional studios must strategically acquire undervalued IP while extracting maximum value from existing franchises. The bigger picture: Studios that fail to adapt risk being left behind, as Amazon, Apple, and Netflix reshape Hollywood鈥檚 approach to franchises. Tech giants are setting the agenda, leaving traditional studios struggling to compete in a landscape increasingly defined by IP ownership.

Banks are experimenting with emerging technologies and business models to find new revenue streams. But stepping outside traditional banking molds introduces more business, reputational, and regulatory risk.

The number of companies generating more than $1 billion in annual US CTV ad sales more than doubled from two in 2020 to five in 2024. With ad dollars spreading out among services, a few streaming platforms stand out because of their heavy usage.

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

Total media time is holding steady in Germany, thanks to traditional media鈥檚 dominance and growing digital usage. The balance won鈥檛 tip toward digital within our forecast horizon, but this shift is inevitable.

In 2024, traditional TV accounted for less than half of US total video subscription revenues for the first time. Its share of video subscription revenues will slip to about one-third by the end of our forecast in 2028.

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.

NetEase lays off Marvel Rivals鈥� US-based team despite record success: The shooter hit 20 million downloads and $136M in revenue, representing broader industry volatility.

On today's podcast episode, we discuss why households with no pay-TV (traditional or digital) will be the majority and if livestream shopping in America can become habitual. Tune in to the conversation with Senior Director of Podcasts and host Marcus Johnson, Principal Forecasting Writer Ethan Cramer-Flood, and Senior Director of Forecasting Oscar Orozco. Listen everywhere and watch on YouTube and Spotify.

Digital media time is growing comparatively quickly. In terms of time spent, digital media surpassed traditional in 2022 and continues to grow. There will be a gap of 1:12 by 2026, when digital will almost match the time traditional commanded in 2020. Traditional media鈥檚 decline is outpacing digital鈥檚 rise. Traditional media鈥檚 dominance of time spent only ended in 2022.