If TikTok gets banned (and it’s a very big “if”), advertisers need to know where consumers will go. Instagram and YouTube would be likely beneficiaries, but OTT TV like Netflix could also see gains. Advertisers may even branch out to other categories entirely, like retail media. Here are five charts showing what could happen.

Netflix’s ad tier rebounds from a shaky launch: With viewer expectations hitting their marks, Netflix is looking to the future of its ad business.

On today's episode, we discuss what's going on with Netflix's ad-supported tier, what its plans to crack down on password sharing could do to viewership, and what Netflix's subscriber growth will look like over the next few years. "In Other News," we talk about fuboTV's current position in the market and what people stream the most on their TVs. Tune in to the discussion with our analyst Paul Verna.

Time spent with TikTok will reach 55.8 minutes per day among US adult users this year, per our latest forecast, about 9 minutes more than expected in last year’s update. In 2024, time spent will increase to 58.4 minutes, up 4.8% year over year. We also expect TikTok’s US user base to cross the 100 million mark this year.

Can Netflix develop an ad stack without Microsoft? After just a few months, the streamer is already showing nervous signs around how to handle its advertising future.

Paid sharing will cost Netflix viewership in 2023: The streamer must avoid losing the long-term loyalty of Gen Z.

Just two days ago, another TikTok ban bill was proposed. Though it’s not law, there are already state bans for the use of the social media app on government phones or accessed through Wi-Fi offered at some state colleges.

Latin America’s digital economy powers growth: Region will lead world in digital ad spending and ecommerce sales gains in 2023.

Streamers are raising prices to increase revenues, but Netflix is trying the opposite: The company reduced subscription prices in more than 30 countries as it looks to expand abroad.

This report presents five of the most intriguing and/or under-the-radar positive forecasts for 2023 that clients should be aware of, as compiled by our forecasting team.

While overall social network user numbers are rising slowly in the UK, there’s much greater movement in terms of the platforms being used.

“I think it’s kind of a hard sell,” said our analyst Daniel Konstantinovic of Netflix’s Basic with Ads tier. Existing Netflix users are used to ad-free content, and even a cheaper price won’t win most of them over, he said. Could a potential recession change that?

Gen Alpha is still a nascent generation, but technology is already a constant in their lives: 36.0 million US children are active internet users, exceeding teen internet users by 11.4 million, per our forecast. This is the data you need to understand the future Gen Alpha.

On today's episode, we discuss how much Netflix's new ad tier has helped subscriber growth, how the impending launch of its password-sharing initiative will play out, and what happens now that Reed Hastings has stepped down as CEO. "In Other News," we talk about how Peacock can right the ship and how many streaming services the average American subscribes to. Tune in to the discussion with our analysts Daniel Konstantinovic and Paul Verna.

Francophones in Canada’s second-largest province have been slower to adopt digital devices and services compared with the rest of the country. But the latest data reveals the increasingly digital lives of Quebecois in 2023.

Disney to bring Hulu ad targeting to its streaming properties: Move should bring efficiencies as Netflix looks to bulk up its ad tier.

Content creation is changing as platforms share ad revenues with creators and all content becomes monetizable. “That’s going to send a wave of quick-hit, low-value content across social media as creators scramble to get more content out,” said our analyst Jasmine Enberg. Enberg predicts smaller creators will shift strategies as they try to earn more from their content.

Netflix’s latest move means big things for its livestream ambitions: The company will stream the SAG Awards on YouTube this year and on its own platform next year.

Latin America’s digital economy is proving resilient despite macroeconomic headwinds. In 2023, marketers and advertisers will focus on reaching consumers across retail media, livestreaming ecommerce, and ad-supported video streaming.

On today’s episode, we discuss what a looming Netflix and TikTok rivalry might look like, the potential consequences of monetizing influencer marketing on the social landscape, how the rise of retail media will affect social platforms, and more. Tune in to the discussion with our analysts Jasmine Enberg and Debra Aho Williamson.