On today's episode, we discuss how inflation is changing consumer behavior, whether 15-minute delivery is too good to be true, the potential of Apple's realityOS, how much of the information shoppers give retailers is false, the ceiling to spending time on TikTok, an unpopular opinion about buying things from TV ads, pets' roles in Americans' lives, and more. Tune in to the discussion with our senior director of Briefings Stephanie Taglianetti, director of reports editing Rahul Chadha, and director of forecasting Oscar Orozco.

The average US adult will spend more time watching digital video than TV in 2024, marking a victory for connected viewing in the streaming revolution. Daily time spent with TV will fall below 3 hours next year, down more than 1 hour, 30 minutes over the course of a decade.

US adults are spending more time watching YouTube on connected TVs and less time watching it on mobile devices. This year, for the first time since we began our forecast, less than half of time spent with YouTube will be on mobile, as viewers pivot to watching these videos on the same screen as their TV programming, separate from their TikToks and Instagram Reels.

We forecast that US podcast ad spending will surpass $2 billion next year and $3 billion by 2026. Podcasts will account for over a quarter of digital audio services ad spending in 2022 and will be more than a third of spending by the end of 2026.

Connected TV and programmatic video ad spending continues to exceed expectations in the US.

Hulu’s 2021 ad revenue outpaces competitors, but troubles loom: The streamer’s reliance on partners like NBCUniversal to provide content could hamstring further growth.

Instagram Stories ads will bring in $15.95 billion worldwide in 2022, more than one-quarter of the platform’s global net ad revenues.

Digital video viewership, time spent with the medium, and video ad spending are all reaching new heights in Canada.

Digital and alternative advertising lift overall ad spending in 2021: As spending returns to pre-pandemic levels, it’s become clear advertisers find emerging channels more appealing than traditional ones.