On today's episode, we discuss Facebook and Apple's next virtual and augmented reality moves, Netflix cracking down on password sharing, whether Google and Facebook killed the concept of "free," what Americans will do with their stimulus checks, how ESPN+ will do on Hulu, where in the world there is a giant plughole in the ocean, and more. Tune in to listen to the discussion with eMarketer forecasting analyst Rini Mukhopadhyay, senior analyst Sara M. Watson, analyst Blake Droesch, and principal analyst at Insider Intelligence Jeremy Goldman.

For the first time this year, we broke out CTV ad revenues for YouTube, Roku, and Hulu.

(Our number for Disney combines revenues for Disney+, ESPN+, and Hulu.) In 2021, just under a third (30.8%) of all US OTT subscription revenues will go to Netflix. Disney will account for about one-fourth (25.9%) of OTT subscription revenues, and YouTube will account for 13.2%.

Two in five think Hulu will also gain big, as Roku, TikTok, and Facebook follow close behind. More like this:. Report: US Digital Ad Spending 2021. Article: How the pandemic changed worldwide ad spending. Article: CTV is still among the fastest-growing channels in digital advertising.

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+.

And Hulu will be in the top five, instead of Verizon Media.

(Our number for Disney combines revenues for Disney+, ESPN+, and Hulu.) In 2021, just under a third (30.8%) of all US OTT subscription revenues will go to Netflix. Disney will account for about one-fourth (25.9%) of OTT subscription revenues, and YouTube will account for 13.2%. Advertising. In December, we published our first forecast for Pluto TV ad revenues.

In addition to its availability on ViacomCBS’ subscription video-on-demand (SVOD) service CBS All Access (soon to be renamed Paramount+), “Key & Peele” is also on HBO Max and Hulu. ViacomCBS is licensing some of its shows to other streamers while also featuring them on its own service.

Streaming video has long been dominated by ad-free subscription platforms like Netflix, but ad-supported services like The Roku Channel, Hulu, and Pluto TV are beginning to gain share. In January 2021, just over a third (34%) of US households that had video streaming capability used ad-supported streaming services, up 6 percentage points from January 2020, per Nielsen.

Much of the overall increase in time with subscription OTT video in 2020 resulted from strong growth in average time spent on three services last year: Hulu, which saw time spent increase by 39.1% YoY; Amazon Prime Video (29.0%); and Disney+ (20.4%). These services experienced an influx of new users because of the pandemic and respective bundling strategies employed by The Walt Disney Co. and Amazon.

On today's episode, we discuss how The Walt Disney Co., ViacomCBS, and Roku started the year. We then talk about the new WarnerMedia-Discovery merger, Nielsen's new ratings service for streaming, and NBCUniversal's new ad formats. Tune in to the discussion with eMarketer senior forecasting analyst at Insider Intelligence Eric Haggstrom.

The other half is split between ad-free services (like Apple TV+), ad-reliant services (like Pluto TV), and hybrid services (like Hulu). When added together, there is a tremendous amount of streaming happening without ads, which is how many users like it. As Disney+ becomes more popular, the share of time spent with ad-supported streaming services will decline further.

Unlike Netflix, YouTube and Disney each operate a virtual multichannel video programming distributor, or vMVPD (YouTube TV and Hulu + Live TV, respectively), which is significantly more expensive than an on-demand streamer like Netflix.