On today's episode, we discuss why Disney+ subscriber growth has slammed into a wall and how HBO Max might make its offering even more competitive. We then talk about whether Roku's recent slowdown is temporary or something more systemic, and if Peacock will likely move up—or down—Americans' video streaming priorities list. Tune in to the discussion with eMarketer senior analyst at Insider Intelligence Ross Benes.

In addition to people accessing HBO via linear TV, there was HBO Go (which required a pay TV authenticated login); HBO Now (a standalone streaming service featuring just HBO-produced content); people who received HBO via Prime Video Channels; and HBO Max (the newest streaming service from the company, which includes a broader content library from its parent company WarnerMedia).

Though HBO Max did not come close to reaching 100 million US viewers over the period of our previous forecast, we now project the streaming platform will cross that threshold in 2023.

On today's episode, we discuss how many subscribers HBO Max has, whether partnering with Snapchat can move the needle, and if some kind of HBO Max bundle could be attractive. We then talk about the authenticity of subscription fatigue, how successful Disney's current release strategy is, how to convince young folks to go back to the movies, and how open Netflix subscribers would be to an ad-supported plan. Tune in to the discussion with eMarketer principal analyst at Insider Intelligence Paul Verna.

In addition to people accessing HBO via linear TV, there was HBO Go (which required a pay TV authenticated login), HBO Now (a standalone streaming service featuring just HBO-produced content), people who received HBO via Prime Video Channels, and HBO Max (the newest streaming service from the company, which includes a broader content library from its parent company WarnerMedia.)

On the low end, HBO Max’s ad-supported tier has 2 minutes of ads per hour. By comparison, TV networks feature about 13 minutes of ads each hour, per MoffettNathanson. Costs per thousand (CPMs) for streaming services owned by TV networks are around $25 to $35, according to Glewed TV. Streaming live sports CPMs are over $40, per Glewed TV. Different services can also charge different rates.

Subscribing to Crave is one of only two ways to get access to HBO and Starz in Canada (the other is via cable subscription), and its growth seems to be driven by those premium cable channels. Crave’s YoY growth in viewers dropped from 78.7% in 2018 to 13.3% in 2019 when “Game of Thrones” came to an end. Pay TV Households and Cord-Cutters.

Key developments to watch in 2022 include the evolution of in-store retail technology; hotter competition in the paid-for video marketplace; the revival of digital out-of-home ads; and ongoing issues with digital privacy and security.

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

Marketers are taking data collection into their own hands: Recent privacy changes have led brands to use incentives like sweepstakes and discounts to gain consumer info instead of relying on Big Tech companies.

With growing subscription and advertising revenues, digital video’s future remains bright. But there are numerous questions that will affect its development.

The five largest OOH advertisers in 2020 were McDonald’s, Apple, Geico, Amazon, and HBO, according to OAAA and Kantar. The top 20 OOH advertisers collectively spent $510.7 million in 2020. The industries that spent the most on OOH ads in Q1 2021 were miscellaneous local services and amusements, retail, and restaurants, according to OAAA and Kantar estimates.

About two-thirds of the US population are monthly connected TV (CTV) users. Young people are more likely to use CTV than older people. Four in 10 US senior citizens are CTV users—whereas CTV usage is about double that, more than 80%, among those ages 25 to 54.

On today's episode, we discuss whether HBO Max can break into the top four streaming services, what to make of the Academy Awards' ratings, the effect Amazon could have on live sports, whether people will pay with their palm, how NBCUniversal's Peacock is doing, the crazy things that happen in far away galaxies, and more. Tune in to the discussion with eMarketer director of forecasting Oscar Orozco, analyst Blake Droesch, and principal analyst at Insider Intelligence Jeremy Goldman.

Advertisers are increasing their upfront commitments, particularly for connected TV.

The return of live sports produced a flurry of licensing activity from broadcast networks and streaming services—including digital video, social, and ecommerce platforms. It also reignited concerns about the sustainability of pricing models for sports video and TV.

In the US, Netflix is the top video streaming platform on connected TV devices, drawing 26% of all viewing time via devices like smart TVs and game consoles in June 2021.

Overall subscription video revenues keep increasing, driven by gains in OTT viewing.

Crucially, the share of internet users who watched TV shows or films via subscription video-on-demand (SVOD) services, such as Netflix or HBO Go, in the prior month climbed to 93.0%. Mexico remains one of the few countries where SVOD reached more viewers than live TV. Smart TV ownership was also high by global standards, at 59.2%—about 3 percentage points greater than in H1 2020.