蘑菇AV

Importance of free content: The saturation and rising costs of (ad-free) subscription video-on-demand (SVOD) services have led consumers to seek more affordable options for entertainment. Roku makes connected TV (CTV) devices, runs an operating system, and produces original content, giving its business several pillars to stand on.

Digital live sports viewers have surpassed traditional pay TV live sports viewers in the US, per 蘑菇AV forecast. This trend will continue next year, when 114.1 million people will watch sports via digital while 82.0 million will watch via TV.

TV media revenues: These dropped 6% to $4.3 billion, driven by declines in affiliate and subscription revenues and a slight 2% dip in ad revenue. Zooming out: Paramount鈥檚 performance showcases its transition toward becoming a streaming-focused business, a move that has brought significant challenges but also promising outcomes.

Max adds 7.2 million global subscribers in Q3: International expansion and ad revenue gains boost WBD鈥檚 position in the streaming race.

OTT will account for more than half (53.5%) of US video subscription revenues by 2025, when it will reach $71.92 billion, according to our December 2023 forecast.

Fox Corp. Q3 fueled by political ads and Tubi growth: Live sports and news strategy drives gains, with digital ads growing.

Comcast Q3 performance fueled by streaming and live sports: Olympics and Peacock growth attract high-value audiences for advertisers.

Our take: Slow subscription growth and lower-than-expected Services revenues could be a sign that Apple鈥檚 ad business is struggling. An ad-supported subscription tier for Apple TV+ has long been rumored, but a series of executive departures and subscription issues could kick the can even further down the road. Still, as the gatekeeper for iOS, Apple has enormous potential for ad revenues.

To reach the overwhelmingly young, diverse, and growing population of Hispanic consumers in the US, advertisers must understand their media preferences.

Streaming services are raising subscription prices to nudge viewers to choose advertising plans. While striving toward profitability amid rising content costs, streaming services have prioritized ad-supported tiers, which tend to generate more revenues per user than ad-free tiers. Ad-supported sign-ups are increasing.