Ä¢¹½AV

Roku Q3 results emphasize ad-supported growth: Increased streaming hours and accounts offer advertisers valuable inventory.

Digital pay TV services have grown from 700,000 US households in 2015—when Sling TV was launched—to 17.8 million households in 2024. Digital pay TV will account for one-fourth of total US pay TV subscribers in 2024. These services have attracted cord-cutters as well as cord-nevers. Some viewers who leave cable and satellite TV are adopting digital pay TV alternatives.

Programmatic video ad spend is dominating and providing most of the total growth. In 2021, the US programmatic video ad spend first surpassed non-video digital display ad spend, according to Ä¢¹½AV’s June 2024 forecast. Use this chart: Marketers can use this chart to help inform strategic decisions concerning which channels digital publishers look to sell ads.

The US market may be reaching saturation, which will put pressure on international growth to maintain momentum. How we got here: Netflix’s Q3 performance highlights the company's shift toward diversifying revenue streams. Netflix's ad-supported tier now accounts for half of new memberships in available markets.

LinkedIn expands AI-powered Accelerate tool globally: The platform introduces new ad formats and event features, enhancing its B2B marketing capabilities.

Close to two-thirds (63.0%) of US Gen Z social users had used Snapchat for direct messaging in the month before our July 2023 survey. That was roughly on par with watching Stories (63.7%) and well ahead of viewing content on its short-video service, Spotlight (23.5%). Gen Z is Snapchat’s core audience, accounting for 52.3% of its monthly US users in 2024, per our forecast.

New forecasts for US Amazon CTV ad revenues and ad-supported viewers for select streaming services.

But even if TikTok is banned or sold in the US, 33% of US influencers believe Facebook Reels will become the dominant platform for short-form videos, followed closely by Instagram Reels at 32%.

Temu has risen rapidly up the ranks of the most popular US online retailers. The platform launched in the US in September 2022 with a massive budget for advertising and promotions from parent PDD Holdings, which also owns Chinese ecommerce giant Pinduoduo. By May 2023, Temu’s US online traffic ranked it as the fourth-most-visited retailer, per Comscore data, after Amazon, Walmart, and eBay.

Discovery (WBD) is experiencing its latest setback: Chief US advertising sales officer Jon Steinlauf will be stepping down later this year, per Variety.

FAST viewership in the US is expected to rise steadily from 111.5 million viewers in 2024 (representing 32.6% of the population) to 125.4 million by 2028, which will account for 35.8% of the population. The Roku Channel is projected to lead the US FAST landscape with 83.4 million viewers; Tubi follows closely with 74.6 million.

So we estimate that this year 30% of US video ad dollars will go to Meta, 30%. And around 7% will go to TikTok. But what share of total US video ad dollars, total US video ad dollars, will go to YouTube? What share of the pie will YouTube's video ad revenues account for? Suzy Davidkhanian:. Oh, we need a timer on this. Marcus Johnson:. Suzy. Suzy Davidkhanian:. No, I'm sorry. Marcus Johnson:.

The number of companies that generate more than $1 billion in annual US CTV ad sales grew from two in 2020 to five in 2024