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Apple TV+ and Disney+ had launched in 2019, with Peacock following in 2020. Paramount+ and Discovery+ joined the fray in 2021. Time spent with digital video will exceed time spent with traditional TV for the first time in 2023. This year, US adults鈥� average daily TV time will drop to 2:55, while digital video time will climb to 3:11.

Similar to Peacock and Paramount Plus, they each have about 90 million. Netflix has double that. What does this new combined service do to viewership, do you think? Do you think it gives it a bit of a tailwind or not so much? Jeremy Goldman:. Yeah, yeah.

NBCUniversal is also testing shoppable ads on CTV, rolling out an ad format called Must Shop TV that enables viewers to shop items featured on Peacock TV shows. Social media platforms like TikTok and Pinterest are also offering shoppable media opportunities for brands.

Among CTV platforms, Hulu sits at the top, generating $3.63 billion in US ad revenues this year, more than YouTube, Roku, and Peacock. 2. Albertsons Companies and Omnicom Media Group. Albertsons is also targeting CTV with its partnership with Omnicom Media Group.

鈥淭he Olympics is always a boon for advertising revenue,鈥� said Zucker, noting that NBCUniversal is capitalizing by engaging its whole suite of assets, from Peacock to linear TV. In October, ad sales for the Olympics outpacing previous games, with NBCUniversal鈥檚 president of Olympics and Paralympics sales Dan Lovinger telling Variety the company was 鈥渄arn close鈥� to $1 billion in sales.

Most recently, Walmart announced 鈥淪hop the Moment,鈥� a partnership with Peacock and Bravo that turns a handful of 鈥淏elow Deck Mediterranean鈥� shows into shoppable episodes. Predictions. As retail media moves beyond on-site, nonendemic opportunities will abound. The news that Amazon will offer Hyundai cars is a case in point.

In 2017, Google removed YouTube from Amazon Fire TV devices, citing issues with Amazon's app developer policies (the service came back two years later under a new deal), while in 2020, Comcast's Peacock streamer initially didn't support Amazon Fire TV devices due to a disagreement over ad inventory control in Peacock's ad-inclusive plans.

And NBCU鈥檚 offerings, which included a multiscreen view on Peacock and coverage by major NBC names like Kenan Thompson and Colin Jost received widespread praise. What it means: Live sports will continue to play an important role in the battle for CTV ad dollars.

Walmart partnered with NBCUniversal to run interactive shoppable ads on Peacock. The Home Depot teamed up with TV-maker Vizio on a holiday-themed shoppable content series. Amazon is building out its ad business by introducing ads to Prime Video. 3. Social. US adult social media users will spend an average of 1 hour and 48 minutes per day with social networks in 2024, per our June 2023 forecast.

The retailer teamed up with NBCUniversal to launch shoppable ads on Peacock, showcasing products inspired by the show 鈥淏elow Deck Mediterranean.鈥� AI-powered ads allow viewers to shop relevant table settings and cookware directly from Walmart between episodes. Listen to the full episode. This was originally featured in the Retail Daily newsletter.

But then, you're getting down to the 1% or 2% really quickly with Disney+, Tubi, Peacock, Max, et cetera. And so, by bundling these, the Netflix, Peacock, Apple TV+ bundle, the StreamSaver one, that's 9%. If you add those services together, that's 9% of the time people spend watching TV.

By Q2 2025, Netflix and Max will be the only streaming services to have average CPMs higher than $30, per our September 2024 forecast.

Peacock, NBCU鈥檚 streaming service, is raising subscription prices ahead of the games. Ad-supported subscriptions will increase by $2 to $7.99 monthly and ad-free subscriptions will jump to $13.99. We forecast total US TV ad spend (including connected TV and linear) will reach $87.74 billion in 2024.

The big winner here is Peacock. This is my takeaway. So I'm looping in my NBC Comcast Peacock story into one. This is huge news for them, right? We're talking about what we're losing with Warner Brothers, what Disney managed to maintain, and then we don't even have time to bring up Amazon, but we just saw Peacock come off of these incredibly successful Olympics. They've got the NFL on there now.

I think if it were to fall 8% by 2027, my guess would be that that's because some of the streaming services consolidate and you no longer have to dish out for Paramount and Disney+ and Peacock, because now Peacock and Paramount, which are in the lower subscription tier among streaming services, you no longer have to pay for those extra things and they're all just part of one thing.

After Ritz Crackers posted a tweet in March saying, 鈥渞eply with a 馃�� and i鈥檒l hand u a cracker,鈥� more than 100 brands from Peacock to AT&T tweeted using the same format. But such moments are rare, and their impact for brands has diminished with TikTok鈥檚 takeover of the cultural zeitgeist. But brands can participate in public discourse in a lighthearted way.

Paramount+ owner discussed pairing it with Comcast's Peacock, apparently, writes Jessica Toonkel and Amol Sharma of the Wall Street Journal. The potential partnership or joint venture could put all of Paramount+'s and Peacock's streaming content under one roof.

And this is the 23 million viewers on average that Peacock saw for its exclusive NFL playoff game over the weekend, which was just terrible news from my perspective. But great news for them and great news for streamers and probably reasonably good news for the NFL. I hated to see that enormous, gigantic, huge successful figure because I don't have Peacock, and I couldn't watch that game.

The recent expansion of ad-supported connected TV (CTV) inventory on networks like Hulu, Peacock, and Disney+ gives D2C brands a means of driving branding and performance at the same time. Although these ads often carry high CPMs, the rapid increase in supply should create near-term opportunities for high-growth brands with adequate marketing budgets.

Peacock close to 80% Paramount plus over 70%. Hulu also close to that number. So on the other end, so my question Ross, is what's the right balance here? Does it really just depend by company or are you going to see these companies all start to drift towards a 50 50 kind of model? Ross Benes (07:13):. I think it definitely depends on the company.

OTT subscription is like Netflix, Hulu, Peacock. It's not including the free stuff that when you turn on your Samsung, and it's not including the Roku channel or most of YouTube. It's solely things that people have to fork over a credit card for. Marcus Johnson:. Okay. So it's SVOD? Ross Benes:. Subscription OTT, SVOD. Basically, there's many acronyms in this space, unfortunately. Marcus Johnson:.