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That plus their strong overall subscription numbers and pay TV service gives Hulu a higher average revenue per user figure than most streamers. Then third, we estimate that Hulu has the third most viewers, not subscribers, but viewers of any streaming platform, paid or ad free, in the US behind the usual suspects, Netflix and Amazon Prime Video, and also they've got Hulu with live TV.

Thanks to Hulu and ad-supported tiers, Disney streaming profits: The company solidified its position as a streaming ad leader with a strong Q3.

Disney and Charter鈥檚 carriage fee clash is a landmark moment: A new deal includes Disney+ and ESPN subscriptions for the linear TV service鈥檚 customers.

Disney is encouraging its viewers to play. Instacart is balancing food content and advertising. YouTube is experimenting with less-intrusive picture-in-picture placements for livestreams. Here is how advertisers can capitalize.

Price hikes helped Disney offset subscriber losses: Disney remained relatively still in its earnings report, but the year ahead will have major shifts.

TikTok鈥檚 premium ad placements get Disney鈥檚 stamp of approval: The app will host a monthlong Disney content hub.

Disney has a youth problem: YouTube is increasingly the destination for children's content, which doesn't bode well for the House of Mouse.

Netflix viewership grows thanks to hit show 鈥楤ridgerton鈥�: While Netflix is seeing gains, it still falls behind NBCU, YouTube, and Disney.

On today's podcast episode, we discuss the media companies with the highest TV usage, how ESPN is being maneuvered, how multiple new streaming bundles will change the game, and a tie up between Walmart and Disney for enhanced targeting and measurement across streaming. Tune in to the discussion with our vice president of content Paul Verna.

Disney says AI could make QR-code shoppable marketing obsolete: At a TV advertising event, Disney and YouTube shared how AI has already changed their strategies.

Amazon and Disney could team up on ESPN: Thursday Night Football could make Amazon a desirable partner for ESPN鈥檚 uncertain streaming future.

Disney鈥檚 future is built on AI: The company has a task force looking for ways to implement the tech across its vast entertainment empire.

Disney adapts to industry challenges: House of Mouse emphasizes ESPN's sports offerings and nonscripted content at upfronts.

Disney and Kroger team up to enhance targeting, measurement capabilities: The partnership gives CPG advertisers the ability to better connect ad exposures to sales or their KPI of choice. (This article was written with the assistance of ChatGPT.)

Netflix saw a 16.8% increase in digital ad revenue in Q2 2024, marking the fourth consecutive quarter of growth, according to the company鈥檚 earnings.

On today's episode, we discuss whether Netflix's password-sharing crackdown is actually working out, why the company got rid of its basic ad-free plan, and whether sticking to sports-adjacent programming is the right move. "In Other News," we talk about whether The Walt Disney Co. might be bailing on TV too soon. Tune in to the discussion with our analyst Daniel Konstantinovic.

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.

Fubo calls for Congressional oversight on a major streaming venture: claims it monopolizes 80% of US sports broadcasts.

On today's episode, we discuss how to do ads in stores the right way, whether Google will eat the internet, whether the rebrand from HBO Max to Max worked, if the US ad market is starting to see green shoots, how successful the "Barbie" movie has been, and more. Tune in to the discussion with our analysts Ross Benes, Evelyn Mitchell-Wolf, and Max Willens.

As Bing makes inroads into Google鈥檚 lead, it experiments with AI ads: Disney and Roku layoffs and pivots by Twitter and ByteDance dominated headlines this past week.

Perplexity鈥檚 new ad makes Google a target: The company鈥檚 biggest ad yet, led by 鈥淪quid Game鈥� star Lee Jung-jae, could continue the push toward a more divided AI market.

Nvidia and AMD face rising costs and slower rollouts, while China seizes the moment to fill market gaps with homegrown alternatives.

Digital pay TV offerings鈥攁lso known as virtual multichannel video programming distributors (vMVPDs)鈥攊nclude services like YouTube TV, Fubo, and Sling TV, which deliver linear TV programming digitally. The rest of the streaming sector will make larger gains during that period, increasing its share of video subscription revenues by about 8 percentage points.

Performers win key concessions, but holdouts like Disney and EA signal a slower path toward industry changes.