Almost 84% of US households will have connected TVs in 2022, per our forecast, opening the door to shoppable TV. NBC, for example, just launched a series of livestream shopping shows, which could grow spending in the category. We estimate that half of US adults now drive a connected car, which could push in-car spending to $1 billion by 2023, per Gartner.

On today's episode, we discuss how public service broadcasters can compete with the global streaming behemoths, how ad-free digital video options are disrupting things for marketers, and what the connected TV advertising landscape looks like. Join our analyst Bill Fisher as he hosts analysts Karin von Abrams and Paul Briggs.

Our analyst Andrew Lipsman is joined by Sara Livingston, head of customer solutions at Rockerbox, to discuss where direct-to-consumer (D2C) brands' Facebook ad budgets are flowing since iOS tracking changes disrupted ad targeting and measurement last year. Find out why Google, TikTok, and connected TV are capturing more spend and how D2C budgets are likely to migrate in the coming years.

Streaming’s saturation point has driven demand for bundles: A new report from Nielsen shows that 64% of consumers want a bundle that makes it easier to stream.

KEY STAT: The US digital ad market will surpass $300 billion by 2025, making up more than three-quarters of all media spending. Introduction. US digital ad spending is booming thanks to increased investments in video, connected TV (CTV), and ecommerce ads, as well as growing use of programmatic channels.

Join our analysts Paul Verna and Andrew Lipsman as they discuss the top-gaining segments of digital advertising, like connected TV and retail media, and explore whether the future of digital advertising belongs to Silicon Valley giants Meta and Google or their Seattle counterparts Amazon and Microsoft.

The forecast: In 2021, US Roku monthly users will increase by 11.5%, reaching 111.7 million monthly users. With these figures, Roku maintains its position as the most-used connected TV (CTV) device in the US market, though Amazon Fire TV is catching up.

The real prize for retailers is in brand budgets, and recent advancements by Amazon, Walmart, and others into display, video, and connected TV (CTV) suggest retail media is ready to move up the funnel. CTV advertising will be the killer use case for retail media that finally unlocks brand dollars.

In the US, Hulu is the fastest-growing subscription streamer on connected TV devices, with the number of households that watch it via those devices rising by 53% between January 2020 and June 2021.

Digital killed the TV star: Streaming and connected TV (CTV) viewing is on the rise, and that’s clearly taking a slice of linear’s ad pie. We expect CTV ad spending to rise 32.3% this year, per our forecast—versus a paltry 3.0% rise for standard linear broadcast and cable.

These figures show viewers of Disney+, YouTube, and Netflix are more likely to be young when compared with other CTV viewers. But out of these three, Disney+ leans most heavily into young audiences.

Amazon’s net US digital ad revenues will rise 55.5% this year, as the No. 3 digital ad seller rides the wave of an ecommerce shift that’s attracting more brand investment.

Buoyed by a surge in US digital advertising, spending by the media and entertainment industries has exceeded pre-pandemic expectations and is poised for continued growth.

Subscription over-the-top (sub OTT) video viewing has become one of the most common digital activities on Earth. We forecast 1.88 billion people worldwide will use a sub OTT service at least once per month in 2022. That figure has nearly doubled from just four years ago.