With citywide lockdowns and ongoing social distancing measures in place, people throughout the Asia-Pacific region are spending more time at home consuming all forms of media—especially digital video.
What has been dubbed the “streaming wars” in many markets—especially in the US—is more like a skirmish in Canada. Despite the influx of US-based services like Disney+ and Apple TV+ in the past year, and the presence of homegrown services like Bell Media’s Crave nationally and Vidéotron’s Club Illico in Quebec, Netflix is still by far the most popular subscription OTT service in Canada.
eMarketer principal analyst Mark Dolliver, junior analyst Blake Droesch, principal analyst Jillian Ryan, and vice president of content studio at Insider Intelligence Paul Verna discuss the major digital pivot to reimagined events amid COVID-19. Then, the usual suspects talk about Twitter's fight against election misinformation, TikTok's potential rivals, untapped marketing to lower-income customers, ecommerce within YouTube, and how cats aren't as heartless as they seem.
eMarketer senior analyst Ross Benes, forecasting analyst Eric Haggstrom and senior forecasting analyst at Insider Intelligence Oscar Orozco discuss the gradual return of sports audiences and how advertisers are viewing these marketing opportunities. They then talk about Facebook halting political ads after the election, Twitch selling inventory on Amazon's advertising platform, and out-of-home advertising in Q2.
We previously expected there to be 80.5 million US pay TV households this year. We updated our forecast in August, and we now believe that figure will decline by 7.5% to 77.6 million. Our pay TV figures exclude virtual multichannel video programming distributors (vMVPDs), which deliver live TV over the internet.
eMarketer vice president of content studio at Insider Intelligence Paul Verna steps in once again in as host of this week's "The Weekly Listen," where he and eMarketer principal analyst Mark Dolliver and junior analyst at Insider Intelligence Blake Droesch discuss TV ad spending and subscription video-on-demand services during the pandemic, deepfake video technology, the new app tax from Apple, streaming services and the "positive" addition to a lot of their names, and foul-mouthed fowl.
In Spain, streaming platforms are increasingly vying for projects, talent, and viewers. Netflix began producing originals in Spain in 2016 and opened its first European production hub in Madrid in the Spring of 2019. However, as a result of this competition, HBO Spain has doubled down on producing series in Spain in 2019, increasing investment from Amazon Studios, as well as continued investment from Viacom, ATRESMEDIA, and telecom behemoths like Orange & Movistar.
eMarketer principal analyst Yory Wurmser and forecasting analyst at Insider Intelligence Eric Haggstrom speak about what types of federal and state-level regulation might be coming up, including privacy laws and updates of Section 230. They also discuss who's watching Twitch, who isn't watching sports, and Apple easing off its 30% fee for some virtual events.
The pandemic has caused reduced advertiser spending overall, leading to lower growth of in-app ad spending despite significantly higher numbers of ad placements. While in-app purchases (IAPs) never stopped growing amid the pandemic, publisher revenues have recently been shifting from in-app advertising to purchases.
eMarketer vice president of content studio at Insider Intelligence Paul Verna steps in as host of this week's "The Weekly Listen," where he and eMarketer principal analysts Mark Dolliver and Debra Aho Williamson, and junior analyst at Insider Intelligence Blake Droesch discuss the latest updates on the TikTok saga, Quibi's unique predicament, Roku and NBCUniversal's buried hatchet, new game consoles from Sony and Microsoft, the Emmys' declining viewership, and how a home-field advantage influences soccer (or football, if you're European) referees.
We estimate there will be 18.8 million Apple TV+ viewers by the end of 2020. That figure will continue to increase year-over-year, more than doubling by the end of the forecasting period.
With the shuttering of amusement parks and cancellation of live events, the entertainment industry will see some of the biggest declines in digital ad spending this year, eclipsed only by the travel, auto, and media industries.
eMarketer forecasting analysts Eric Haggstrom and Peter Vahle and vice president of content studio at Insider Intelligence Paul Verna discuss the future of the movie theater. Will movies make a comeback and what will they look like? They then talk about HBO Max with ads, AT&T's possible wireless phone plans subsidized by ads, and Apple One subscription bundles.
While pandemic-driven lockdowns may have benefited certain forms of media, the traditional pay TV industry is not one of them. In fact, cable, satellite, and telecom TV providers will lose the most subscribers ever.
eMarketer principal analyst Debra Aho Williamson, junior analyst Blake Droesch, and vice president of content studio at Insider Intelligence Paul Verna discuss Oracle winning the TikTok bid, the 2021 Summer Olympics in Tokyo definitely happening next year, CBS All Access being rebranded to "Paramount+," "YouTube Shorts" being tested in India, Americans' 2020 travel plans, what living creature is technically immortal, and more.
According to our latest estimates for over-the-top (OTT) video services in the US, Disney+ will have 72.4 million users this year, representing 32.1% of OTT viewers.
eMarketer principal analyst Mark Dolliver, junior analyst Blake Droesch and vice president of content studio at Insider Intelligence Paul Verna discuss how to recreate those water cooler moments in the digital world, how much Super Bowl LV commercials are going for, watching Instagram Stories on Facebook, parents' more positive view of devices, the number of Facebook Watch viewers, the difference between frugal and cheap, what you didn't notice about that double rainbow, and more.
Business Insider Intelligence senior analyst Audrey Schomer, eMarketer senior analyst Ross Benes, forecasting analyst Eric Haggstrom, and vice president of content studio at Insider Intelligence Paul Verna discuss the streaming wars. How long can Netflix maintain its lead? What does the future hold for premium video-on-demand? What's the ceiling for Disney+? And what do we think of the new Apple TV+ bundle strategy?
TikTok’s future may be uncertain in the US, but its UK operations continue to grow robustly despite security concerns. According to our latest UK social network forecast, the Chinese-owned video platform will have several milestone moments this year and next.
Business Insider Intelligence research analyst Daniel Keyes, eMarketer principal analyst Andrew Lipsman and senior forecasting analyst at Insider Intelligence Cindy Liu discuss how a staggered back-to-school shopping season is changing consumer spending and advertising. They then talk about why Walmart has teamed up with Microsoft to bid for TikTok, and what Walmart's membership program launch means for Amazon Prime.