Netflix and YouTube are siphoning subscription revenues from pay TV’s losses. By the end of 2025, more than half of US video subscription revenues will go to streaming services.

The youngest US generation is already online and outnumbering its teen counterpart on digital video and gaming platforms.

On today's episode, we discuss the appeal of Prime Video with ads, why we might see more honest and transparent advertising, the inevitability of face computers, Netflix's chances of becoming a significant gaming hub, how the average retirement age is changing and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.

On today's podcast episode, we discuss what was behind the streaming giants staggering subscriber growth, how Prime Video's new ad-tier will affect Netflix, and how a deal with the WWE changes its sports strategy. "In Other News," we talk about an important milestone for ad-supported video streaming. Tune in to the discussion with our analyst Daniel Konstantinovic.

Ads managers are the main driver of programmatic direct ad spending, which has become the primary method of programmatic advertising in Canada in social media and connected TV.

Netflix rounds out its best quarter with a WWE rights deal: The streamer is still seeing strong subscription and revenue growth thanks to an ad-supported boom.

Amazon Prime Video will introduce ads to its streaming content starting on January 29. The move will leverage Amazon’s existing ad business and first-party retail media data to deliver ads on video content, something the company already does on Freevee and Fire TV. Here are five charts to prepare advertisers for this change.

A shift toward programmatic direct and PMPs in advertising: Open web spending drives sector growth and is forecast to surpass $50 billion by 2025.

Streaming cancellations rise as costs climb: Major platforms like Netflix and Disney+ are adapting with new strategies.

Streaming services are raising subscription prices to nudge viewers to choose advertising plans. While striving toward profitability amid rising content costs, streaming services have prioritized ad-supported tiers, which tend to generate more revenues per user than ad-free tiers.

WBD and Paramount reportedly discuss merger to enhance streaming services and compete with giants like Netflix: It's a move that could reshape the media industry.

Netflix will overtake Disney+ in ad revenues next year, amassing $1.03 billion versus Disney’s $911.9 million, per our forecast.

New forecasts for US Amazon CTV ad revenues and ad-supported viewers for select streaming services.

OTT digital video services are now popular everywhere, although fee-based sub OTT is not yet mainstream in every country. The outlook is positive for both free and paid OTT around the world, but growth will slow significantly.

51.1% of US Snapchat users will come from Gen Z this year, according to our September 2023 forecast. TikTok is also dominated by Gen Z, with 44.7% of users coming from that age group.

TV ad spending is declining faster than we expected, but CTV is making up the shortfall, resulting in overall market growth.