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YouTube is diversifying away from being solely dependent on ads in a way that Netflix is diversifying away from being solely dependent upon subscription revenue. YouTube still generates much more advertising revenue than it does for subscriptions, and Netflix does much more subscriptions than it does advertising. But Netflix is walking YouTube's way.

Well, streaming in gaming, in a lot of things but particularly in gaming, is certainly the future. You had a chart in your piece, which jumped out to me, basically saying or asking when game development professionals were asked, "Which gaming platforms will grow the most by 2025?" Most people, 40% said streaming followed by mobile, 24% and then Metaverse and console further down the list.

On today's podcast episode, we discuss the speed of AI adoption, what to make of ChatGPT's engagement lull, and how Nvidia is shaping AI's future. "In Other News," we talk about how Roblox's AI assistant could transform gaming and how Amazon is using its neural network to improve the NFL's game-watching experience. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.

搁辞产濒辞虫鈥檚 ad struggles show the metaverse鈥檚 waning importance: Advertisers may choose to stay away from the platform thanks to new rules limiting exposure and restricting content.

Last week, YouTube announced excluded themes at Brand Safety Summit, providing a way for advertisers to keep their ads from showing up next to news, gaming, health, or political content by checking a box. The updates should help brands looking to avoid unsavory contexts when serving ads, though this relies on YouTube鈥檚 ability to classify these categories correctly.

On today's podcast episode, we discuss the details and regulatory headaches surrounding Microsoft鈥檚 attempts to acquire the video game company Activision Blizzard. "In Other News," we talk about how Meta is allowing EU users to turn off their algorithms, and YouTube鈥檚 current issues around violating children鈥檚 privacy through tracking-based advertising on "made-for-kids" content. Tune in to the discussion with our guest host Bill Fisher and analysts Daniel Konstantinovic and Evelyn Mitchell-Wolf.

Half of US digital media professionals say that social media holds the most potential for innovation and opportunity in the next 12 months, per a September 2023 survey by YouGov cited by Integral Ad Science.

Retail and streaming platforms poised to gain digital ad revenue in 2023: Spotify and other newer players in advertising will see faster growth than Meta and Google.

On today's podcast episode, we discuss what its like to grow up with artificial intelligence, where Gen Z are spending most of their media time, and how best to target these young folks with ads. "In Other News," we talk about the LGBTQ+ consumer and how represented US Hispanic consumers are in ad budgets. Tune in to the discussion with our analyst Paola Flores-Marquez.

Meta trapped in the middle of its past and future: One year after its bold pivot to the metaverse, Meta is wrestling with poor VR user adoption while desperately trying to resuscitate legacy apps in a flagging ad-revenue reality.

Linear TV has been the bread and butter of upfront advertising. Although linear TV is declining, upfront spending will outlive it as commitments shift to digital inventory.

US digital media consumption and consumer spending growth are at a standstill. 鈥淚t's just getting really competitive to reach today's consumers,鈥� our analyst Jeremy Goldman said on an episode of the 鈥淏ehind the Numbers: Daily鈥� podcast. Here鈥檚 what advertisers need to know about the latest trends in digital, including fierce competition for ad dollars to ecommerce having room to grow.

The ad-reliant digital publishing business is dying: News organizations like CNN, Gannett, and countless others are laying off hundreds as ad revenues fall dramatically.

US adults spend nearly 3 hours a day watching linear TV and nearly two hours watching connected TV, according to our forecast. Viewers are moving to CTV, and so are advertisers. Learn how to cash in on this seismic shift during our free webinar on July 12. Sign up here.

But a publisher-centric team and hub for news content could offer unique opportunities for publishers to increase ad revenues and audiences. TikTok currently splits ad revenue down the middle with publishers including NBCUniversal and Conde Nast under its Pulse Premiere program, which offers brand-safe ad placements.

In 2024, in-app video ads will capture over 30% of total US mobile advertising spend for the first time. Driven by placements in social media, YouTube, and OTT apps, in-app video ad spending will increase 20.4% YoY in 2024 to reach $61.11 billion. It will account for over half (58%) of the $105.93 billion in US video ad revenues and nearly 90% of mobile video ad revenues.

For the first time, US adults will spend more time per day with digital video than with TV this year, according to our forecast, as the cord-cutting revolution takes hold. Total time spent with digital video and TV will remain just over 6 hours per day, the same amount it鈥檚 been since 2020.

Gen Z spends the most time on social media. Gen Zers ages 18 to 24 spend more time on Instagram, TikTok, and Snapchat than any other age group, according to our forecast. These platforms become community spaces where they interact beyond simple messaging: They share memes and new interests, video chat, and collaborate on content.

Spotify鈥檚 $20 billion podcasting dream is a long way off: Despite a strong quarter for revenue and user growth, investments will take longer than expected to pay dividends.

CTV devices now account for a significant amount of time consumers spend with digital media. That鈥檚 a major reason why time spent with digital video will exceed time spent with TV this year.

On today's podcast episode, we discuss our changing digital media consumption habits: how much time we spend per day with media, how TV watching is holding up, how much we digitally multitask, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and director of forecasting Oscar Orozco.