TikTok’s premium ad placements get Disney’s stamp of approval: The app will host a monthlong Disney content hub.
On today's podcast episode, we discuss how much ad spending will grow this year, whether there are more reasons to be optimistic or pessimistic about consumer spending, and what today's most interesting ad spending trends are by media and company. "In Other News," we talk about a deal to bring video ads to Spotify’s app on Roku and how Amazon's second year of streaming Thursday Night Football is going. Tune in to the discussion with our analyst Paul Verna.
Retailers hold firm on live shopping despite sluggish US adoption: TikTok Shop made the format a cornerstone of its ecommerce strategy, while Macy’s and Poshmark see early progress.
On today's podcast episode, we discuss a digital out-of-home (OOH) TikTok initiative, whether OOH ads have actually bounced back, and what we expect to see from in-store retail media. "In Other News," we talk about YouTube experimenting with longer but less frequent ad breaks and whether consumers are finally bumping up against a video streaming ceiling. Tune in to the discussion with our analyst Ross Benes.
As streaming prices ascend, focus shifts to ad-supported tiers: All eyes on maximizing ARPU versus user growth.
Streaming services were busy increasing subscription prices. It has become more expensive to avoid advertising, which is swaying more viewers to put up with ads.
On today's podcast episode, we discuss what Amazon's next big hit is, whether X (formerly Twitter) might become a subscription-only platform, whether SEO is already dead, if most retailers will stop offering free shipping, the shortest commercial flight you can take today, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Ross Benes and Blake Droesch.
YouTube is the most widely used free video service among US internet users of all generations, according to Kagan. Its highest saturation is among Gen Zers (82%) and millennials (78%).
What the end of the WGA strike means for streaming’s future: Pressure to boost revenues and drive down costs will force dramatic decisions.
On today's podcast episode, we discuss whether people will ever buy items they see in TV shows, if online ratings are broken, a relaunched Amazon Shipping trying to compete with UPS and FedEx, if CNN and sports can move the needle for streaming service Max, whether the continuing partnership between Target and Starbucks is boosting curbside pickup, where we got gas before gas stations, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Paul Verna.
On today's podcast episode, we discuss the largest discrepancies in terms of where folks spend their media time versus where advertisers spend their money, and how advertisers should adjust accordingly. "In Other News," we talk about the Comcast-Walt Disney Co. negotiations centered around Hulu's ownership and whether YouTube's new NFL Sunday Ticket features will be enough to attract viewers and advertisers. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood.
YouTube will hit $7.36 billion in US ad revenues this year, per our forecast, compared with TikTok’s $6.19 billion. YouTube will have 236.1 million US users this year compared with TikTok’s 102.3 million.
Nielsen reverses stance on Amazon first-party football data: After networks and industry groups cried foul, Nielsen won’t include Amazon data in its panel currency.
On today's podcast episode, we discuss whether YouTube Shorts are cannibalizing long-form content, Instagram and Facebook users potentially being able to pay to avoid ads in Europe, how Netflix's password crackdown is getting on, whether serving multiple ads at once is a good idea, the impact of the Digital Services Act's arrival, how long it would take you to drive around every road in the US, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, analyst Bill Fisher, and forecasting analyst Zach Goldner.
Reels' next frontier: Instagram's strategic play against TikTok's and YouTube's video offerings, maximizing advertising opportunities.
Amazon and Disney could team up on ESPN: Thursday Night Football could make Amazon a desirable partner for ESPN’s uncertain streaming future.
Inflation forces judicious consumers to get more judicious with streamers: Netflix thrives with strategic moves, while others invest heavily in content.
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.
On today's podcast episode, we discuss why Disney+ is losing users, what a Disney+ password-sharing crackdown would look like, and the impact of ESPN Bet. "In Other News," we talk about what the Alliance of Motion Picture and TV Producers is offering at the latest writers strike negotiations and why The Roku Channel has become a legitimate player in the streaming wars. Tune in to the discussion with our analyst Daniel Konstantinovic.
On today's podcast episode, we discuss why the Federal Trade Commission is investigating ChatGPT-maker OpenAI; how publishers, content creators, and authors feel about generative AI; what the wrong kind of regulation looks like; and what AI rules we will likely see next. "In Other News," we talk about when we can expect to see GPT-5 and what to make of Netflix's newly launched game-controller app. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.