Peacock said it signed up 10 million users, but what marketers should watch for is time spent. What Facebook, Google and Amazon's earnings mean for our 2020 ad spend outlook. eMarketer and Business Insider Intelligence have joined forces to become the leading research company focused on digital transformation.

eMarketer analyst Ross Benes talks about one thing that summed up 2019 for him and some of his predictions for 2020, focusing on the anxiety around the streaming wars.

eMarketer principal analyst Mark Dolliver and junior analyst Blake Droesch discuss whether people will have an appetite for the upcoming video streaming services, the future of online grocers, if the pandemic has eased the techlash, examples of companies building goodwill, whether it's OK to always wear pajamas when working from home, and more.

Analyst Ross Benes and forecasting analyst Eric Haggstrom join guest host Paul Verna to discuss the latest in subscription-based video, including the platform mix, cord-cutting, peak TV and changes in terminology.

eMarketer vice president of content studio Paul Verna discusses how another Disney is being created. He then talks about why Facebook is helping users take their photos and videos with them, why emotionless TV ads aren't thinking long term and why there was a flurry of political ads on Facebook over Thanksgiving weekend.

eMarketer principal analysts Mark Dolliver and Nicole Perrin join vice president of content studio Paul Verna to talk about whether the internet is broken, HBO's Max's strategy, NBCUniversal centralizing ads, the revival of a classic device and more.

In a keynote address, Linda Yaccarino, NBCUniversal’s chairman of advertising sales and client partnerships, teased the April launch of the company’s new Peacock streaming service. She also introduced One Platform, a one-stop-shopping platform to buy ads across the company’s TV and digital platforms, as well as new ad-tech tools for advertisers to measure their impact across digital and linear TV.

In 2020, many consumers will receive services like Peacock, Apple TV+, Disney+ and HBO Max for merely paying for other ancillary products. Others already get Prime Video, Netflix and Hulu discounted for similar reasons. These bundles will momentarily reduce churn. Sure, most people say they won’t pay $40 or more for their video subscriptions.

Moreover, new entrants in the over-the-top (OTT) space such as Disney+, NBC’s Peacock and Apple TV+ will bring other assets into the equation—from complementary merchandise to viewers’ payment information. And the adjacency of product to purchase is growing tighter. That means the beginning of shoppable TV may finally be in the cards.

The battle among OTT providers continues to intensify, with Disney+, NBCUniversal’s Peacock and WarnerMedia’s HBO Max joining Netflix, Hulu, Amazon Prime Video, Showtime and dozens of smaller OTT platforms fighting over audiences. While some of the largest OTT providers, such as Netflix and Hulu, come with a pre-installed presence on CTV, most need new ways to find a place on CTV home screens.

But their shares of overall video viewing time should shrink some with Disney+, Quibi, HBO Max, NBCUniversal’s Peacock and Apple TV+ launching soon. Disney+ is the upcoming streaming service that has received the most press, and some have dubbed it a “Netflix killer.” But that overlooks that many people will subscribe to Netflix and Disney+ simultaneously.