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Apple—whose App Stores, streaming video-on-demand (VOD), music subscriptions, purchases, payments, and advertising are its fastest-growing businesses—could extend user loyalty by focusing on new content and AI services. Similarly, Amazon could continue to bundle value services into its Prime memberships to sustain profits or expand standalone Prime Video subscriptions to be more competitive.

Netflix Moments boosts social sharing: New feature allows users to save and share scenes, expanding Netflix’s organic reach.

Apple feels the pain of Apple TV+ struggles: Its Q4 revenues missed the mark in some divisions including Services, which includes advertising.

Study finds 57% of streamers choose AVOD tiers: Consumers seek affordable alternatives amid subscription price hikes.

Netflix cuts its expensive AAA gaming division, indicating anxieties about long-term, high-cost games projects. Focusing on smaller IP-based projects could better align with its business model.

On today’s podcast episode, we examine Netflix from all angles. While subscriptions were up in Q3 of this year, they were down compared to the previous Q3. Find out everything you need about the streamer’s quarterly report by listening to the discussion with Senior Director of Podcasts and host Marcus Johnson and Analyst Daniel Konstantinovic.

Ad-supported streaming is on the rise as viewers opt for cost-friendly options from platforms like Netflix and Disney+. With audience fragmentation increasing, advertisers must adopt smart, performance-driven strategies to stay effective in the evolving connected TV landscape.

The ecommerce giant’s launch of ads on Prime Video instantly gave it the largest audience for an ad-supported subscription video service in the US.

Netflix reports 15% revenue growth: Its ad-supported tier and live sports drove success despite slowing subscriber gains.

Netflix and YouTube are siphoning subscription revenues from pay TV’s losses. By the end of 2025, more than half of US video subscription revenues will go to streaming services.

Video-on-demand (VOD) viewers. Social media/messaging users. Digital audio listeners. TV viewers. Traditional media users. Vlog/influencer viewers. Creator/influencer membership site users. Device ownership. Smart TV owners. Smartphone and tablet owners. China in Perspective. Media consumption in China is distinct from other countries in the GMI Report.

2024 has been a disruptive year for generative AI (genAI), which transformed from a buzzword into a practical part of marketing workflows, and commerce media as more platforms launch. Meanwhile, advertisers are still figuring out the lifespan of third-party cookies. And connected TV (CTV) advertising got a big boost from Prime Video.

Video-on-demand is gaining while traditional viewing time is declining. The same age cohort watched just 33 minutes of broadcast content per day in 2023, down 16% YoY and down a massive 78% compared with 10 years prior, when daily viewing was 2 hours and 29 minutes.

Apple’s Prime Video deal draws the lines of power in streaming: Growth in SVOD is slowing significantly, leaving services little choice but to piggyback off larger platforms.

This is followed by video-on-demand (VOD) (1:46) and broadcast TV (1:35). YouTube is free and easily accessible on mobile devices, and an ecosystem of children's content creators has emerged to dominate viewing time. The biggest trends among child viewers include:.

Changing channels: Advertisers adjust their approach to TV as linear viewership falls and video-on-demand takes different forms.

Video-on-demand (VOD) viewers. Social media/messaging users. Digital audio listeners. TV viewers. Traditional media users. Vlog/influencer viewers. Creator/influencer membership site users. Device ownership. Smart TV owners. Smartphone and tablet owners. US in Perspective. A higher percentage of people in the US consume long-form content than in any other country in the world.

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.

Fifty-two percent of teens remember seeing ads on YouTube compared with 31% on video-on-demand and 29% on broadcast TV, according to Precise TV and Giraffe Insights. This is likely due to their frequency of daily use. Music is a big reason: 79% of ages 13 to 17 listen to music on YouTube, while 74% watch music videos on the platform.