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Fox has committed to focusing on live programming like sports and news, areas where it continues to capture loyal audiences and advertiser interest. Tubi has been doing well of late, surpassing Peacock and Paramount+ among others in streaming viewership. Its free, ad-supported model, diverse content, and focus on younger viewers fuel its appeal.

That's good enough for a third, 33% of live sports viewers. And by 2027, we think that 44% of live sports viewers will watch ESPN+. So if ESPN+ was able to do that, ESPN the channel, you imagine, would be able to do pretty well. I think they said in the article it's like 70 million households have access to ESPN. Ballpark. Oscar Orozco:. Sounds about right. Marcus Johnson:. Yeah.

Its success attracting new viewers and political ad dollars in 2024 showed that there is significant appetite鈥攁nd opportunity鈥攆or live, free digital video around major events. We forecast that Tubi鈥檚 US ad revenues will pass $1 billion for the first time this year, climbing 19.2% to $1.17 billion.

Driving there was that fear, but that was before Max, formerly HBO Disney plus Netflix all got into advertising and then all these streaming services, including those and others have paid a lot of money to have live sports.

And with an international portfolio that includes Premier League matches in the UK and other prominent soccer properties in Western Europe, Amazon means business when it comes to live sports. Compared with traditional media companies, it has deep cash reserves and no need to monetize sports video directly, as long as it helps turn the flywheel.

On today's podcast episode, we discuss what the 2024 Oscars taught us about the future of awards shows, whether its time to give up on email, how Netflix's sports strategy will play out, if the idea of "news" can survive online, how the money in the world is shared between us, and more. Tune in to the discussion with our analyst Bill Fisher, forecasting analyst Zach Goldner, and director of forecasting Oscar Orozco.

Almost all the bundles that are being offered now heavily discount the ad supported version and they're adding the live sports, which will have ads in it. So they are doing things to grow the ad revenue, but maintaining the subscription revenue is a bigger deal. It's a lot bigger pot of money for them. Marcus Johnson (08:52):.

Disney acquires Fubo, clearing Venu 厂辫辞谤迟蝉鈥� troubled launch: The deal hints at future media mergers and sets the stage for a streaming shakeup.

On today's episode, we discuss whether there's room in people's streaming lives for the new service "Max," the significance of Montana preparing to become the first state to ban TikTok, why Expedia wants ChatGPT to be your travel advisor, a March Madness finals ratings surprise, YouTube TV launching its multiview feature, where the tradition of sports jersey numbers being retired came from, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, director of Briefings Jeremy Goldman, and director of forecasting Oscar Orozco.

Live sports investments and ad blocking crackdown improvements in shorts monetization and it achieved its highest growth rate in two years. So not too shabby from YouTube. And then Google Network accounts for 12% of the pie and network is the odd one out here. It shrank 1% this quarter. It hasn't grown since Q2 2022 Network is lower margin than Google's other two advertising business units.

We're already seeing a lot of citizen journalism news clips that are vertical on traditional or connected TV, and we're also seeing more ads take up a part of the screen, which I think can be very effective, especially in sports content, live sports.

Apple may also be planning to sell video ad inventory against its Apple TV+ original content and live sports coverage starting next year鈥攍ikely in the US at first, but potentially further afield as well. The global giants are all into streaming-adjacent opportunities for advertisers.

On today's podcast episode, we discuss whether the way people watch sports has changed, if Uber and Lyft will ever be able to turn a profit, whether Peacock can keep its head above water, what happened to the TikTok ban, what The Walt Disney Co. should do with ESPN, who's not on the internet, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Bill Fisher and Max Willens.

But I found some data from a guy named Bill Carter who's a sports business journal columnist who used to run a sports marketing agency, and by his estimation, 17% of D1 student athletes nationwide had some kind of NIL deal in 2022. Marcus Johnson:. 17? 1, 7?

The company joined other streaming services like YouTube and Amazon Prime Video in dishing out billions for sports rights when interest rates were much lower. Late to the frenzy: The changing financial realities of sports rights deals are made clear by FIFA鈥檚 Club World Cup struggles.

On today's episode, we discuss how recent YouTube TV price hikes will affect subscriptions, whether streaming TV actually costs less than cable, and if a sports streaming hub is a viable product. "In Other News," we talk about what Roblox's new ad rules will do to the metaverse and why Walmart+, Walmart's membership program, is resonating with high-income shoppers. Tune in to the discussion with our analyst Daniel Konstantinovic.

Today's facts, only three sports professionals, Jeremy, across the major US sports have had their jersey retired leaguewide, not just for their team. Who are they? Jeremy Goldman:. Michael Jordan. Marcus Johnson:. Nope. Jeremy Goldman:. Ah, what? Wayne Gretzky. Marcus Johnson:. Yep. Wayne Gretzky's number 99 jersey in hockey. Jeremy Goldman:. Bill Russell. Marcus Johnson:. Very nice.

On today's podcast episode, we discuss what TV even is anymore, how the redefining of TV is reshaping marketers' approach, and why not all data is created equal. "In Other News," we talk about why live TV is the new streaming and the real reason Walmart bought TV-maker Vizio. Tune in to the discussion with our analyst Ross Benes and Alison Gensheimer, head of Nielsen marketing.

But they're also becoming more active with sports rights. They've already have the NFL Thursday night games and stuff, Yankee games. They're looking to add more. They're extending their tentacles into local advertising as well. They have been rumored to be purchasing some of these Sinclair regional sports networks that have gone bankrupt.

Faced with booming media rights costs and legalized gambling, broadcasters, streaming services, and leagues are navigating how to stay innovative, remain profitable, and keep sports accessible for everyone. Media rights costs for major sports have surged dramatically, posing a significant challenge for traditional broadcasters like NBC and Disney.

The company encouraged consumers to subscribe to its own paidTV service Hulu + Live TV days into the dispute, and even offered a 30% discount over this past weekend.

On today's episode, we discuss if Twitter is actually getting worse, whether folks will want to become "Meta Verified," what it looks like to digitally insert yourself as a player into a live basketball game, whether Airbnb's recent performance is reflective of the overall travel market, what paid family leave looks like in the US and in different countries, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, director of forecasting Oscar Orozco, and analyst Max Willens.

On today's episode, we discuss when people are most likely to boycott a brand, whether folks will shop elsewhere if they are charged for returns, where the NBA will live next season, if an ad-supported tier for Amazon Prime Video will work, how much vacation time people take in the US versus other countries, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Paul Verna.

WBD, Fox, Disney team up to shake up sports streaming: The companies will launch a Hulu-like streaming venture with access to each network鈥檚 linear sports content.

Sports-betting companies like DraftKings will also advertise. If last year鈥檚 Super Bowl ad spending was defined by the crypto world, this year it鈥檚 the alcohol industry鈥檚 turn. Budweiser gave up its position as the exclusive alcohol advertiser of the event, allowing brands like Heineken, Miller, and others to swoop in.