On today’s podcast episode, we discuss the new Disney-OpenAI deal: why Disney did the deal, what's in it for OpenAI, and everything that might happen next. Join Senior Director of Podcasts and host Marcus Johnson, Senior Analyst Ross Benes, and Principal Analyst Max Willens. Listen everywhere and watch on YouTube and Spotify.
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Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing how, as Gen Alpha turns 13, the war between time spent on YouTube and TikTok will heat up—and how gaming will become an alternative social media space for this young generation. Join Senior Director of Podcasts and host Marcus Johnson, along with Analyst Paola Flores-Marquez and Vice President of Research Jennifer Pearson. Listen everywhere, and watch on YouTube and Spotify.
Regulatory pressure and political alignment are now influencing programming stability, deal viability, and advertiser confidence one year into Trump's second presidency.
YouTube expands shoppable CTV ads with Google Demand Gen, with new units aiming to convert passive viewing into action without feeling intrusive.
Streaming takes nearly half of TV viewing in a new record, driven by sports and major cultural hits, proving live events still dominate TV.
Trump-era trade rules turn chips into toll roads, raising costs and forcing Big Tech to design AI around political risk.
Its CTV move could boost engagement, but creator backlash shows the risk of diluting trust by drifting from the written word.
51% US consumers now notice healthcare and pharma advertising on CTV, putting it ahead of search and social.
Nearly 30% of US marketers prioritize demographic targeting for CTV ads, almost three times more than contextual approaches, according to July 2025 data from Gracenote.
Magnite and MNTN are partnering to expand access to live streaming ads in an integration that opens live inventory to performance marketers new to TV.
Bespoke content for YouTube shows how streaming is reshaping broadcasters’ formats, revenue models, and distribution priorities.
Netflix’s ad revenues hit $1.5 billion, with expectations to double in 2026 as its next phase will hinge on broadening inventory advertisers know how to buy.
Microsoft’s in-game advertising dream gets its first test via two minutes of preroll ads per hour of cloud gaming playtime.
Prescription drug advertising approached $6 billion in 2025, led by weight loss, mental health, and cancer medications.
Pinterest shifts to yield; its leadership change reinforces focus on performance, commerce, and higher ARPU.
Netflix's spending overshadowed its Q4 results; it beat expectations, but investor focus has shifted to the execution and regulatory risk of the Warner Bros. Discovery acquisition.
Sony concedes hardware limits as TCL turns Bravia into leverage for CTV ads, data, and OS-driven distribution.
Our analysts (or “bakers”) compete in a Great British Bake Off–style episode, discussing why podcasts will be more important to digital audio marketers than music and how FAST services will help push AVOD viewership across the 200 million milestone. Join Senior Director of Podcasts and host Marcus Johnson, along with Principal Forecasting Writer Ethan Cramer-Flood and Senior Director of Forecasting Oscar Orozco. Listen everywhere, and watch on YouTube and Spotify.