A quarter of US internet users used a mix of subscription-based video-on-demand (SVOD) and AVOD services in 2021, according to Ampere Analysis. Our forecast projects Tubi, a streaming service that is entirely ad-supported, will see ad revenues rise from $0.94 billion in 2022 to $1.82 billion just two years later. An AVOD channel also gives Netflix access to the format’s rapidly growing ad spend.

In other words, in addition to linear TV, OTT, CTV, addressable TV, video-on-demand (VOD), and other digital elements should be considered as part of the ticket. At the most fundamental level, this involves changing the way media is purchased, planned, delivered, and ultimately consumed—all working back from consumer intelligence.

Several major streamers, including subscription-based video-on-demand (SVOD) services, have expressed interest in adding an ad-supported tier. Warner Bros. Discovery has said it will offer one. Disney+ will launch an ad-supported model later this year.

Watching subscription over-the-top (sub OTT) video has become one of the most popular activities in the world, and the worldwide user numbers for sub OTT have become commensurately huge. Netflix remains a driving force in this digital transformation.

Peacock made audience gains as the streaming space gets more crowded.

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

Prime Video bets content will draw international viewers: Amazon’s streaming service is investing to create regional shows in Europe and Asia.

Subscriber flight costs Netflix $50 billion in value: Streaming giant suffers worst loss in over a decade and risks losing more users by spending less on original content, charging more for shared passwords, and introducing ad-supported tiers.

India is the next battleground in the streaming wars: Amazon Prime Video, Disney, and Netflix are fighting for dominance in the growing streaming market.

Almost one-quarter of US adult Netflix users aren’t paying to use the platform. The majority, or 63%, pay full cost, while 14% share the fee with other users. Netflix’s challenge is to figure out how to get freeloaders to pay their dues.

Content edits aren’t off limits for brand safety: Disney+ has removed several controversial scenes and lines from content as it ramps up its ad launch.

Amazon’s IMDb TV rebrands to Freevee as ad-supported video gains fans: The name change will highlight the service’s value and may help it better compete with Hulu.

On today's episode, we discuss what to make of Google's Q1 and what is behind YouTube's slowing growth. "In Other News," expect to learn about the future of the video streaming bundle and what kind of an impact the newly formed Warner Bros. Discovery can have on the media world. Tune in to the discussion with our analyst Paul Verna.

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

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.