On today's episode, we discuss why Disney+ lost around 3 million subscribers, how much its new ad-supported tier can move the needle, and whether The Walt Disney Co. is more likely to buy the rest of—or sell—Hulu. "In Other News," we talk about how connected TV (CTV) viewers feel about "enhanced" ad formats and what a new category of video called "accompanying in-stream" is all about. Tune in to the discussion with our analyst Paul Verna.
On today's episode we discuss why Spotify was able to add so many new users recently, how a price increase might affect the company, and what to expect from its podcast investments. "In Other News," we talk about changes in podcast listening behavior and what Tubi's ceiling is. Tune in to the discussion with our analyst Daniel Konstantinovic.
On today's episode, we discuss why some folks think digital ads are getting worse, whether things are looking up for Uber, TikTok’s parent company ByteDance challenging Meta on VR, why Warner Bros. Discovery will continue Discovery+, the Grammys rebounding from the pandemic's effect on viewership, the surprising most littered plastic item in the US, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Suzy Davidkhanian and Max Willens.
On today's episode, we discuss the significance of Google's ChatGPT rival Bard, whether Instacart's shoppable TV QR codes can be a hit, if Fanatics can crack the US livestream shopping code, whether Twitter allegedly shedding users is a short-term issue, where (and how) we listen to music, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Blake Droesch and Evelyn Mitchell.
On today's episode, we discuss Spotify's impressive Q3, podcast listenership in the US, and how traditional radio is able to be so resilient. "In Other News," we talk about why sports betting will never be free of controversy and why Airbnb says its search-averse marketing strategy is working. Tune in to the discussion with our analyst Daniel Konstantinovic.
On today's episode, we discuss a mixture of new store formats, whether there are too many ads on Amazon, how consumers keep spending in the face of inflation, the battle for the TV ratings crown, whether you can guarantee delivery, the number of books that have ever been published, and more. Tune in to the discussion with our analysts Suzy Davidkhanian, Blake Droesch, and Paul Verna.
On today's episode, we discuss why Google's advertising business has slowed, the significance of YouTube's growth going in the wrong direction, and what to expect from Google in Q4 and beyond. "In Other News," we talk about Apple Search Ads' market share and why live sports may not be that big of a driver of pay TV subscriptions. Tune in to the discussion with our analyst Max Willens.
On today's episode, we discuss the addressable opportunity in the US, how big the connected TV market is, and how measurement, privacy, and fragmentation are disrupting progress in advanced TV. "In Other News," we talk about how TikTok is trying to usher in an age of machine learning advertising and how Google is trying to put Chrome users in control of their ad experience. Tune in to the discussion with our analyst Evelyn Mitchell.
On today's episode, we discuss Uber's foray into advertising, whether or not we are past "peak newsletter," how to convert online shoppers into buyers, how Apple's privacy changes have affected mobile marketers, how much media young people consume, an explanation of what's most disrupting advanced TV, how much it costs to raise a kid in the US, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Ross Benes and Evelyn Mitchell.
On today's episode, we discuss whether Americans are becoming more price-sensitive, how Amazon's second Prime Day went, whether augmented reality is about more than having fun, what to expect from Netflix's "immersive" shopping experience, how delivery robots are kind of already here, an explanation of the holiday shopping trends we are paying the most attention to, where the song “Take Me Out to the Ball Game” came from, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Blake Droesch and Suzy Davidkhanian.
On today's episode, we discuss how Meta’s metaverse plans are coming along, its new virtual reality headset, and how the company is moving forward with its metaverse ambitions. "In Other News," we talk about the controversy over Decentraland's user count and what Google’s ambient aspirations are. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Gadjo Sevilla.
On today's episode, we discuss what podcast platforms besides Spotify are doing, how many dollars are being spent on ads, and the main issues facing the podcast world. "In Other News," we talk about the significance of Netflix's new ad measurement partners and what to make of marketers prioritizing promotions over ads this holiday season. Tune in to the discussion with our analyst Daniel Konstantinovic.
On today's episode, we discuss whether anyone can help Twitter regardless of who owns it, why physical stores could be the next major media channel, how companies are marketing around this year's World Cup, the significance of Google closing its gaming offering Stadia, how to sell a moment, an explanation of how digital grocery buyers are changing, how far an electric vehicle can go on one charge, and more. Tune in to the discussion with our director of forecasting Oscar Orozco and analysts Ross Benes and Blake Droesch.
Positive movement in the chip sector: Samsung aims for 2 nanometer chips, Intel tries its luck with GPUs, and Micron plans to invest $100 billion in a New York factory.
Omnipresent Amazon craves omniscience: The company’s latest products show it wants to get even closer to customers in the real world. But with concerns over privacy and security, there could be trouble ahead.
On today's episode, we discuss the details of Netflix's advertising push, which video streaming service has the most impressive content strategy, and how many Americans still have cable. "In Other News," we talk about what to make of Netflix's plans to launch its own video game studio and which is the dark-horse video streaming platform. Tune in to the discussion with our analyst Ross Benes.
Podcast listener growth ebbs as pandemic fades: Our new forecast finds Spotify’s fortunes to be increasingly linked to that of podcasting in general.
Competition coming for the Switch: More powerful devices that can leverage 5G connectivity and vast libraries of popular PC and mobile games will be the foundation for next-generation handheld gaming.
Podcasting’s questionable metrics could hurt its ad business: Major podcasters spent millions on mobile game ads that dramatically inflated listenership.
Streamers are clamoring for video game adaptations: Netflix’s latest animated series shows why game publishers and streamers are striking so many deals.