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.
On today's episode, we discuss how Spotify added a record number of users, the impact of its price increase, and the latest on its podcast business. "In Other News," we talk about how good people are at recalling audio ads and some adjustments to Netflix's ad tier. Tune in to the discussion with our analyst Daniel Konstantinovic.
On today's episode, we discuss whether Amazon can keep expenses down while also keeping customers happy, where the company will place its bets on grocery, and how its advertising arm has performed of late. "In Other News," we talk about why most retailers site searches aren't working and how many streaming viewers will watch ads to save a few bucks. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Zak Stambor.
On today's episode, we discuss whether Netflix's password-sharing crackdown is actually working out, why the company got rid of its basic ad-free plan, and whether sticking to sports-adjacent programming is the right move. "In Other News," we talk about whether The Walt Disney Co. might be bailing on TV too soon. Tune in to the discussion with our analyst Daniel Konstantinovic.
On today's episode, we discuss the who, what, and when of marketing and the current state of identity. "In Other News," we talk about why Peacock's price increase matters and what the writers—and now actors—strikes mean for viewers. Tune in to the discussion with our analyst Paul Verna and Tim Finnigan, director of product marketing at Verisk Marketing Solutions.
On today's episode, we discuss a milestone for digital video, why TV lovers still love their TVs, and the relationship between digital audio and social networking. "In Other News," we talk about how many US shoppers use their phones to pay for things at the register and how many generative AI users there are in the US. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood.
On today's episode, we discuss what to make of Meta's new Threads app, whether the internet is becoming more like TikTok, the argument against "click to cancel," ad-supported versus ad-free video streaming, how shipping works, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Zach Goldner, and Evelyn Mitchell-Wolf.
On today's episode, we discuss what to make of the mixed signals surrounding the US ad market, how much the space will grow in 2023, what's driving it, and what's holding it back. "In Other News," we talk about whether Universal Pictures’ premium video-on-demand success has reshaped the movie distribution model and what we spend our time watching on our TVs. Tune in to the discussion with our analyst Paul Verna.
On today's episode, we discuss what lawmakers are most likely to tackle first when it comes to regulating AI, whether AI songs can win a Grammy, and what happens when AI eats up—and learns from—other AI-generated content. "In Other News," we talk about the newly announced features for Apple's Vision Pro AR headset and how this device could change the whole market. Tune in to the discussion with our analysts Jacob Bourne and Gadjo Sevilla.
On today's special episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We’ll keep a running score all year and crown a winning team at the end of the year. Today, we cover Americans' sentiment toward AI, how much Netflix's password-sharing initiative will boost subscriber numbers, how retail media ad spending dollars are moving around, and more. Tune in to the discussion with this month's contestants: our analysts Sky Canaves and Evelyn Mitchell-Wolf and vice president of Briefings Stephanie Taglianetti.
On today's episode, we discuss when people are most likely to boycott a brand, whether folks will shop elsewhere if they are charged for returns, where the NBA will live next season, if an ad-supported tier for Amazon Prime Video will work, how much vacation time people take in the US versus other countries, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Paul Verna.
On today's episode, we discuss how much advertisers spend on traditional TV, whether connected TV (CTV) is stealing all of its dollars, and how much time Americans spend watching both. "In Other News," we talk about the one big takeaway from this year's upfronts and NewFronts and whether Peacock's new pricing strategy will work. Tune in to the discussion with our analyst Paul Verna.
On today's episode, we discuss whether the most watched program in the US (the NFL) has a looming viewership problem, Disney+ and Hulu joining forces, whether the free returns party is over, ride-hailing apps giving mixed messages, YouTube viewership on TV screens, the best-selling video games in history, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Paul Verna.
On today's episode, we discuss what's going on with Netflix's ad-supported tier, what its plans to crack down on password sharing could do to viewership, and what Netflix's subscriber growth will look like over the next few years. "In Other News," we talk about fuboTV's current position in the market and what people stream the most on their TVs. Tune in to the discussion with our analyst Paul Verna.
On today's episode, we discuss why CEO Susan Wojcicki is leaving YouTube, the company's top concerns at the moment, and what the future holds. "In Other News," we talk about ads for Apple TV+ and a startup that is attempting to improve ad measurement. Tune in to the discussion with our analyst Evelyn Mitchell.
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 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 what to make of Netflix's subscriber turnaround, how we expect its new ad-supported tier to perform, and how effective we think its new "sharing policy" will be next year. "In Other News," we talk about where Peacock sits within the streaming universe and why streaming viewers are so unhappy with ads. Tune in to the discussion with our analyst Ross Benes.
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.