Netflix CFO Spencer Neumann is optimistic about the future of ads on Netflix. “When you get into ‘26 and beyond, [advertising] can be even more meaningful and, hopefully, it becomes to the point where it is a primary [revenue] contributor, given all of that engagement and reach that we’re building,” he said on the company’s earnings call last week.

Netflix reports strong Q2 growth: Subscribers surged to 8.05 million, with ad-supported tier driving revenues and engagement.

On today’s podcast episode, we discuss the future of streaming, which streaming service stands out above the rest, how streamers are bringing more sports programming online, and what kind of programming people watch. Listen to the discussion as host Marcus Johnson welcomes analysts Paul Verna and Daniel Konstantinovic to the podcast.

Netflix phases out Basic plan amid ad-supported regrets: The company’s approach to lifting ad-tier subs puts it far behind Amazon.

YouTube's US TV share reaches record 9.7% in May: The platforms surpasses Netflix and dominates streaming’s market share with nearly 25%.

Canada ranks near the top of the list of countries for average daily time spent with media, with digital formats driving consumption to new levels.

On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of June. Each month, our analysts Arielle Feger, Becky Schilling, and Sara Lebow (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Becky Schilling and Sara Lebow will defend their list against vice president of content Suzy Davidkhanian and director of Briefings Jeremy Goldman, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.

Netflix with ads is trailing streaming rivals: The service is struggling to compete with recent entrant Amazon and has lowered CPMs.

On today's podcast episode, we discuss how much time folks are spending with TVs and CTVs, how many ad dollars are going to both, and which of the streaming platforms will make the most from ads going forward. Tune in to the discussion with our analyst Ross Benes.

Total upfront ad spending will grow this year, even though upfront TV commitments will decline.

Netflix’s US ad revenues per ad-supported viewer will fall from $70.44 this year to $59.67 by 2026, according to our forecast.

How streaming services are adapting to Amazon’s shakeup: The launch of ads on Prime Video in January has forced Netflix and others to lower CPMs to compete.

The degree to which streaming services seek out and rely on ads as a main revenue driver varies widely.

Catch up on how FAST services are shaking up TV advertising.

CTV is still one of the fastest-growing channels in advertising, fueled by Netflix, Disney+, Max, Amazon Prime Video, and more adding ads to their platforms. But the previously skyrocketing channel has matured, leaving a new TV landscape where advertisers must contend with balancing ads between linear and CTV and buying inventory even as volume shrinks. Here are five key stats advertisers should know about CTV.

On today's podcast episode, we discuss Caitlin Clark's impact on the WNBA, how digital advertisers are acknowledging societies concerns over technology whilst advertising on it, if there is room for two YouTube's (one called TikTok), what to make of the NFL coming to Netflix, the happiest places in America, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, forecasting analyst Zach Goldner, and vice president of content Paul Verna.

All eyes have been on streaming at this year’s upfronts. Sports are moving to digital, new (and old) trends are emerging for ad buying and delivery, and political advertising has been surprisingly quiet. Here are four themes that stood out this upfronts season.

Most subscription streaming services offer ad-free and ad-supported plans. After Amazon Prime Video introduced its ad plan in January, Apple TV+ became the biggest advertising holdout among streamers. Advertising holdouts have gradually accepted commercial breaks in their programming.

Netflix to develop in-house ad platform: The streaming giant will end its Microsoft partnership to offer better targeting and analytics.

Streaming has been a home run for sports-based advertising Through sports rights, new and niche content, and creative ad formats, every major streamer is attempting to grab a share of sports connected TV (CTV) ad spend.