On today's episode, we discuss how a Netflix tier with ads could affect the company, its users, and advertisers, what price point it may come in at, how many users will switch over, and what advertisers should make of this potential inventory. "In Other News," we talk about how much overlay ads move the needle and Peacock's new In-Scene Ads. Tune in to the discussion with our analysts Paul Verna and Ross Benes.

On today's episode, we discuss how much Netflix and Disney+ will make from ads, what Snapchat+ is, how best to prevent customers from leaving you and trading down, Facebook's algorithm change to take on TikTok, why Apple and Google are coming for your car, an unpopular opinion about email newsletters, what the new "Squid Game" game show will look like, and more. Tune in to the discussion with our analysts Suzy Davidkhanian and Max Willens and director of reports editing Rahul Chadha.

On today's episode, we discuss how close Disney+, HBO Max, Paramount+, and Peacock are to catching up with Netflix. "In Other News," we talk about the biggest takeaways from this year's upfronts and NewFronts events and how much waste is taking place in linear TV ads. Tune in to the discussion with our analyst Ross Benes.

Netflix speeds up its ad rollout, but uncertainty still swirls: An internal note shows Netflix preempting concerns that rushed ads could harm its brand.

On today's episode, we discuss the current diagnosis of Netflix—are their best days behind them, what will they need to do to keep the competition at bay, and what should we make of the rumored acquisition of Roku. "In Other News," we talk about YouTube making it easier to interact with the app on connected TVs (CTVs) and the prospect of its new frequency-capping solution. Tune in to the discussion with our analyst Ross Benes.

Netflix is the final domino to fall in streaming’s advertising pivot: The company’s shocking loss of 200,000 subscribers means big changes are coming.

Ad-supported video is the new streaming gold rush: Disney, HBO, Discovery, and even Netflix have toyed with or launched ad-based viewing channels

YouTube isn’t just for the smallest screens as more viewing takes place on other connected devices and mobile use declines. Streamers are taking in more upfront ad dollars. Netflix is shaking things up after subscription drops.

Netflix and Roku are the right match at the wrong time: A rumored merger makes sense on the surface, but not in the current landscape.

Beyond the chart: Networks are following this shift to digital and investing in ad-supported video-on-demand (AVOD) services, which are fueling CTV advertising. Premium streaming platforms like Disney+ and Netflix are also pushing into the AVOD space, currently dominated by Hulu in the US.

Netflix is set to include advertising. After resisting ads for years, Netflix will adopt advertising under intense pressure to grow revenues amid its subscriber slowdown. To give a sense of this business’ potential, we forecast that Netflix will reach 658.0 million viewers worldwide in 2022, but we will revise this forecast downward in Q3. Across streamers, consumers pay extra to avoid ads.

The UK digital ad market is thriving. It will grow 11.9% this year, reaching £25.84 billion ($35.54 billion). Video will be a big contributor to this growth, as will social network spending, which is being disrupted by the likes of TikTok.

On today's episode, we discuss tackling data chaos. "In Other News," we talk about the hottest part of the digital ad market and Netflix's "Two Thumbs Up" feature. Tune in to the discussion with CEO and co-founder of mParticle Michael Katz and our analyst Dave Frankland.

Netflix is playing catchup with its younger competitors: The platform began building livestream capabilities while competitors launch completed products.

What this means: Between layoffs, the announcement of advertisements, and subscriber losses, some of the biggest damage Netflix has taken—other than its stock, which is down 70% year-to-date—has been to its consumer and employer brands. Internal company affairs now exist in the public sphere: Several tweets about Netflix’s layoffs have gone viral online.