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Media & Entertainment

There are a few ways to view the decline of the pay TV bundle. In our pay TV figures, we exclude vMVPDs, which deliver live TV over the internet. When viewed this way, pay TV will decline 7.2% this year to 66.4 million households. That figure will drop to 54.3 million households by the end of 2026.

By 2025, nearly 60% of the US population and almost all social and communication apps users will be frequent augmented reality (AR) users, but brands are only just starting to recognize AR’s benefits.

Apple’s manufacturing shift from China: The iPhone maker is looking to India and Vietnam to manufacture its most profitable products—a sign that Apple’s long time reliance on China’s manufacturing could be coming to an end.

Privacy standards are changing under advertisers’ feet: Lawsuits from private citizens and the federal government show that a digital advertising reckoning is under way.

At what point does a branded video game become advertising to children? The recent streak of partnerships between brands like Walmart and Spotify with Roblox are finding success but raising concerns.

Podcasts go multilingual: As podcast listeners grow and become more diverse, demand for content in different languages is also picking up.

The people’s electric car: There aren’t any Teslas in India, but the country could be well on its way to EV adoption targets with Tata’s $10,000 Tiago subcompact.

Apple replaces Pepsi as the Super Bowl Halftime Show sponsor: As it goes back and forth on a $2.5 billion Sunday Night Football deal, Apple is stepping up to the pop culture plate.

The ad industry is slowing down, but political spending isn’t: Advertising ahead of the elections is skyrocketing, despite 2022 not being a presidential election year.

YouTube is toying with its ad strategy. The platform is beefing up Shorts by including ads; it tested users’ ad tolerance by running as many as 10 unskippable ads before videos. The experiment has been a headache for users, but the central question isn't new: How many ads and ad breaks will users put up with?

Cost of the tech cold war: The FCC’s list of potential security threats grows longer with ComNet and China Unicom’s inclusion. The cost to rip and replace equipment and services may adversely affect smaller telecoms.

Smarter subsidies and incentives for EV adoption: Global EV adoption targets require a monumental shift for consumers. The shift can be accelerated by incentives to help bring down initial costs.

Walmart has big plans to grow its ad business: Its ad tech platform is working with TikTok, Snap, and Roku to measure how social media and CTV advertising affect sales.

A tech cold war intensifies: A federal order protecting US tech interests highlights anxiety over China surpassing the US as a global tech superpower. Some weaknesses are closer to home.

Streamers won't sacrifice their brands for sports rights: Disney is keeping gambling at arm’s length while Apple and Amazon run from a Saudi golf deal.

According to video game developers, streaming will grow the most of any gaming platform by 2025, cited by 40% of those surveyed. Another 24% said mobile will grow the most, while fewer pointed to the metaverse or consoles.

Meta faces new challenges: ByteDance and Sony are building their VR ecosystems. This could be the perfect time for Meta to double down on its productivity and collaboration-focused metaverse

As political ads boom, so do transparency concerns: The growing impact of CTV and programmatic advertising calls for transparency—but it’s not an easy problem to solve.

Is there user demand for social audio? Results are mixed, but Amazon is pressing on with a creator fund for audio app Amp.

On today's episode, we discuss what to note about TikTok's ascent, how much time on social media is spent watching video, and the discrepancy between TV and connected TV ad spend. "In Other News," we talk about how Instagram Reels' engagement stacks up against TikTok's and whether ad-supported video-on-demand (AVOD) ad spending can overtake traditional TV ad spend by 2025. Tune in to the discussion with our analysts Jasmine Enberg and Paul Verna.