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he streaming service is expected to bypass the video-centric social media giant by 2026. Nonetheless, Netflix use is influenced by social media: 45% of Gen Zers choose what to watch based on trending content, according to Tubi.

We believe Netflix remains the most watched service in the world, but it is not alone at the peak.

Disney to bring Hulu ad targeting to its streaming properties: Move should bring efficiencies as Netflix looks to bulk up its ad tier.

On today's podcast episode, we discuss Caitlin Clark's impact on the WNBA, how digital advertisers are acknowledging societies concerns over technology whilst advertising on it, if there is room for two YouTube's (one called TikTok), what to make of the NFL coming to Netflix, the happiest places in America, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, forecasting analyst Zach Goldner, and vice president of content Paul Verna.

Its strategy: The digital bank launched its 鈥淵ou鈥檙e Smart Like That鈥� advertising campaign on social media, digital billboards, and online placements such as Amazon and Netflix, per Dentsu. Openbank鈥檚 messaging highlights the smart choice consumers make when choosing its high-yield account. And the bank鈥檚 website offers similar sentiment鈥斺�渂uilding your balance has never been this easy (or smart).鈥�

Netflix has spent the last year carving out an expanding space for itself in live sports. It hosted the NFL Christmas Day broadcast, livestreamed the Jake Paul-Mike Tyson fight, and signed an exclusive license worldwide to stream the next two FIFA Women's World Cups.

A Netflix-like approach of increasing the cost of ad-free subscriptions is highly unlikely, as it would threaten Spotify鈥檚 core value proposition and cut into its fast-growing subscription revenues. Our take: Spotify may still be experimenting with the best path for advertising, but that doesn鈥檛 mean marketers should tune out.

Netflix has a substantial lead among sub OTT platforms, but two newer players are growing time spent the fastest. Netflix dominates in consumer attention however you slice the data. The US leader in streaming has so many viewers that time spent on the platform will average out to an impressive 35 minutes per day across the entire adult population in 2024.

On today's podcast episode, we discuss why more people just signed up to Netflix than expected, how much of their revenue will come from ads, and what its "Next Act" will be. Tune in to the discussion with our analyst Daniel Konstantinovic.

The biggest beneficiaries of CTV ad spending are YouTube, Amazon, and Roku, but Netflix will grow the fastest, with 55.9% YoY growth in ad spending in 2025. Social network ad spending continues to charge ahead. Although retail media is growing a little faster, social media ad spending will increase 12.8% YoY in 2025.

It鈥檚 been a year since Netflix launched its 鈥淏asic With Ads鈥� tier, joining an increasingly cluttered landscape of ad-supported streaming platforms. Netflix leveraged a year of solid connected TV (CTV) ad spend growth, cost-conscious consumers, and Hollywood strikes that emphasized the value of a deep existing catalog to grow its ad supported plan to 15 million global monthly active users, according to a company post. Here鈥檚 a look at what鈥檚 new, what鈥檚 working, and what needs more attention at Netflix.

Netflix will generate more than $14 billion in US OTT subscription revenues this year, more than any other company. Disney will come closest to Netflix, but that鈥檚 after Disney+, Hulu, and ESPN+ revenues are combined. Netflix will account for more than one-fifth of total OTT subscription revenues this year; no other service comes close.

Netflix hits 238 million members in Q2 after account-sharing purge: The streaming service saw revenues rise 2.7% despite a quarter of ups and downs.

Can Netflix develop an ad stack without Microsoft? After just a few months, the streamer is already showing nervous signs around how to handle its advertising future.

Despite the Basic With Ads subscription tier being released just two weeks ago, we鈥檙e forecasting Netflix will see US ad revenues of $830 million in 2023, growing to $1.02 billion in 2024. It鈥檚 an impressive acceleration in ad revenues, but it puts the company behind a few streaming rivals.

鈥淚 think it鈥檚 kind of a hard sell,鈥� said our analyst Daniel Konstantinovic of Netflix鈥檚 Basic with Ads tier. Existing Netflix users are used to ad-free content, and even a cheaper price won鈥檛 win most of them over, he said. Could a potential recession change that?

On today's podcast episode, we discuss what was behind the streaming giants staggering subscriber growth, how Prime Video's new ad-tier will affect Netflix, and how a deal with the WWE changes its sports strategy. "In Other News," we talk about an important milestone for ad-supported video streaming. Tune in to the discussion with our analyst Daniel Konstantinovic.

While the platform鈥檚 ad-supported tier gains momentum, Netflix needs to beef up its targeting capabilities to win advertisers over. Meanwhile, viewers may be turned off by a heavy ad load and a crackdown on password sharing. But global growth shows promise for Netflix鈥檚 future.

Netflix鈥檚 lead in viewership over other services isn鈥檛 as large as it once was. But Netflix is still streaming鈥檚 king.

In 2022, both YouTube and TikTok captured 46 minutes of their adult US users鈥� attention each day, per our estimates. Netflix reigned supreme at 60 minutes daily. Time spent with TikTok will tick up every year through 2024, when it will reach 48 minutes per day, but it won鈥檛 pass Netflix anytime soon.

NBCUniversal and Roku experiment with shoppable ads to reach viewers in their homes, while Netflix courts customers in the real world. Here鈥檚 how each company is leaning into commerce to diversify revenue streams.

Netflix will remain on top despite a shaky 2023. Estimates for Hulu and the other sub OTT services were not affected by the writers strike.TikTok and YouTube are in a close fight for short- and medium-length video viewing time.

Netflix will overtake Disney+ in ad revenues next year, amassing $1.03 billion versus Disney鈥檚 $911.9 million, per our forecast.