Disney delays its theatrical return: Straight-to-streaming releases and shorter theatrical windows are dimming hopes of a full movie industry recovery this year. Worse, some changes may be permanent, further hurting the entertainment industry’s ad spending growth.

On today's episode, we discuss whether Disney+ can overtake Netflix as the top streaming service and how important subscription bundles will be in the future. We then talk about which of the streaming platforms is winning the "original" and "exclusive" content battle, Netflix's free content strategy, and AT&T's plans for DirecTV. Tune in to the discussion with eMarketer senior analyst at Insider Intelligence Ross Benes.

Overall subscription video revenues keep increasing, driven by gains in OTT viewing.

It looks likely that apps and other service providers will pursue more varied monetization strategies this year. Traditionally, apps mostly pursued two strategies: in-app purchases and in-app advertising. Over the past couple of years, many developers have combined the two, but we’re increasingly seeing them use subscription-based models, as well as coupons or other incentives for viewing advertising, such as rewarded video. This shift will continue into 2021.

eMarketer junior forecasting analyst Zach Goldner and senior forecasting analyst at Insider Intelligence Oscar Orozco discuss how US media use will change in 2021: Are fewer Americans watching TV, which digital devices are being used more, and how much time is spent with TikTok and Disney+? They then talk about how much people are willing to pay for TV streaming, virtually co-viewing digital content, and whether video games have replaced music as the most important aspect of youth culture.

After a challenging 2020, which saw big shifts in how digital media was consumed and how marketing adapted, we anticipate five developments will have a lasting impact on Canada’s digital economy.

eMarketer senior analyst Ross Benes, principal analyst Mark Dolliver, and junior analyst at Insider Intelligence Blake Droesch discuss Disney+'s price increase and content slate, Amazon's foray into healthcare, whether mothers are actually moving over to TikTok, if co-viewing is here to stay, whether Amazon can draw NFL fans with an exclusive stream, how to easily get people to agree with an essay, and more.

Increased political ad spending contributed to a banner year for connected TV.

In this year’s “Key Digital Trends” report, we examine changes coming to the digital media and technology landscape in 2021—including legislation, privacy, entertainment, social media, and more—and why they matter to marketers.

eMarketer principal analyst Mark Dolliver, junior analyst Blake Droesch, vice president of content studio Paul Verna, and senior analyst at Insider Intelligence Sara M. Watson discuss how social media might (actually) be regulated, social commerce, the ceiling for Disney+, Snapchat rolling out TikTok competitor "Spotlight," Spotify testing Snapchat-like Stories, Facebook paying UK publishers for news in 2021, why you should never trust a raven, and more.

Today marks a big milestone at Insider Intelligence: We launched our new platform, unifying our two brands (eMarketer and Business Insider Intelligence) into a single online experience and expanded our Financial Services coverage. We also just published a report that’s been long in the making--and it happens to be our very first under the new brand.

Business Insider Intelligence senior research analyst Audrey Schomer, eMarketer senior analyst Ross Benes, and forecasting analyst at Insider Intelligence Eric Haggstrom discuss the streaming wars. How far along is Disney+ after just one year? What might slow down its skyrocketing growth? Can it knock Netflix out of first place? And how will a price hike affect Netflix?

The COVID-19 outbreak undermined many of our pre-pandemic US forecasts. Insight can now be gleaned by examining the difference between what we thought would happen as of February 2020 vs. what our forecasts now show.

A little over a year since its debut in the United States, Canada, and the Netherlands, Disney+ is now officially available to consumers in Latin America. Subscribers to the platform will be able to enjoy unlimited access to the company’s vast array of content from Disney, Pixar, Marvel, Star Wars, National Geographic, Fox, and more.

A major challenge in measuring connected TV (CTV) audiences is that most of the time people spend streaming happens devoid of advertising.

Western Europe showed a strong increase in SVOD platform adoption in recent years, a trend that is driven by US players such as Netflix and Amazon Prime Video, as well as newer streaming services and local players entering the market. The streaming wars are about to hit Western Europe, driving exponential growth in both subscription OTT and Netflix adoption.

During a year where investments in most advertising channels shrunk or stalled, connected TV ad spending is poised to keep growing.

Most advertisers have pulled back their spending, but streaming services are marketing themselves as heavily as ever.

What has been dubbed the “streaming wars” in many markets—especially in the US—is more like a skirmish in Canada. Despite the influx of US-based services like Disney+ and Apple TV+ in the past year, and the presence of homegrown services like Bell Media’s Crave nationally and Vidéotron’s Club Illico in Quebec, Netflix is still by far the most popular subscription OTT service in Canada.

TV ad spending takes a hit as marketers adjust their budgets amid a recession.