Hulu raked in $2.1 billion in ad revenues between October 2020 and November 2021, by far the most of any ad-supported video-on-demand (AVOD) platform in the US.

On today's episode, we discuss some very specific 2022 predictions: Why Amazon is looking to expand into sports media, why TikTok will force YouTube to do something reckless, why Clubhouse might not last the year as a standalone company, how Disney might reposition Hulu, how Apple will re-enter the streaming wars, and more. Tune in to the discussion with eMarketer principal analysts at Insider Intelligence Debra Aho Williamson, Paul Verna, and Andrew Lipsman.

Among connected TV (CTV) companies we forecast, Hulu will lead in US ad revenues in 2021 at $3.13 billion, up 44% over 2020.

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.

On today's episode, we discuss how Disney+ stacks up against the competition and how Disney-owned Hulu and ESPN+ are getting on. We then talk about the Media Rating Council (MRC) taking its accreditation from Nielsen's measurement services, whether national TV ad minutes per hour are going up or down, and if Apple TV+ will ever be able to enter the real streaming wars conversation. Tune in to the discussion with eMarketer principal analyst at Insider Intelligence Paul Verna.

On today's episode, we discuss why, and how, retail healthcare could be poised to change how primary care is delivered, how retailers are disrupting healthcare, and what people want from retail health. We then talk about how much of their waking day folks spend watching TV or streaming something, what's next for Peacock now the Olympics are over, and whether Hulu's new football offerings can move the needle. Tune in to the discussion with eMarketer digital health analyst Rajiv Leventhal and principal analyst at Insider Intelligence Paul Verna.

On a net basis, Hulu generates the most CTV ad revenues among the companies we break out. MediaRadar estimated that in February 2021 media and entertainment advertisers represented more than one-third of all Hulu advertisers, making it the most common advertising category on the service.

Just three services (Netflix, HBO Max, and Hulu) earned more than $10 per subscriber. These revenue figures show that all subscriptions aren’t equal. There are costs to using distribution partners like Prime Video Channel or telecom providers, even though these outlets help streamers expand their viewership.

Additionally, most streaming happens on services without ads, such as Netflix, Amazon Prime Video, and Disney+, as well as on the ad-free tiers of Hulu, HBO Max, and Peacock. There is a correlation where the younger a person is, the more likely they are to misjudge the amount of advertising on TV versus streaming platforms.

Our AVOD estimate includes paid subscription services like Hulu and Paramount+, which feature advertising. It also includes free ad-supported services like The Roku Channel, Tubi, IMDb TV, and Pluto TV. This forecast is defined as individuals of any age who watch videos on an ad-supported platform featuring professionally produced content at least once per month.

Telemundo’s new streaming brand thins the barrier between English- and Spanish-language content: NBCUniversal and Comcast hope Hispanic viewers will turn Peacock’s luck around.

Even so, the streaming giant will maintain a sizable lead on the second most viewed subscription OTT service, Hulu, which will represent about one-fourth of all 2021 subscription OTT viewing. The viewership on these streaming services doesn’t always translate directly to revenue because of account sharing.

Now that Disney has bundled ESPN+ into Hulu, it’s likely that ESPN+ NFL games will be available to Hulu subscribers, albeit at an extra cost. Disney has also contracted with NFL Media to bring NFL Network and NFL Redzone to Hulu + Live TV subscribers starting in August 2021. CBS will make Sunday afternoon NFL games available on its streaming platform Paramount+.