It looks like gambling is coming to ESPN: Disney is reported to be close to striking a deal with sportsbook DraftKings.

Are Disney+, HBO Max, Hulu, Discovery+, and Peacock on their way from five to two? Our analyst Jeremy Goldman thinks it could happen by 2025. He shared his thoughts on a recent “Behind the Numbers” podcast.

Major streaming services like Netflix and Disney+ dive into advertising while more viewers cut the pay TV cord.

Streamers won't sacrifice their brands for sports rights: Disney is keeping gambling at arm’s length while Apple and Amazon run from a Saudi golf deal.

Disney looks to emulate Amazon with membership offering: The entertainment giant could also advance its flywheel by introducing in-app commerce for Disney+ and improving cross-selling opportunities.

Walmart courts affluent audiences to make up for shoppers trading down: But the retailer’s attempts to grow its Walmart+ membership base look increasingly desperate.

Disney+ gets out in front of Netflix: When it comes to launching and announcing pricing for its ad-supported tier, that is.

Hasbro and Mattel are optimistic about the future: The resiliency of the toy category coupled with strong IP properties should keep both companies in the green, even in the event of a recession.

The streaming advertising race just got tighter: A partnership between Disney and The Trade Desk could reshape the streaming landscape.

Among major streaming video platforms, Peacock is the one where US subscribers are most likely to have the ad-supported version. Just 20% of Peacock subscribers shell out for the ad-free tier.

US social network user growth has slowed to a crawl, and that means the social platforms will compete fiercely for users and engagement. Marketers should optimize their spending to take advantage of shifting consumer behaviors.

US TV ad spending will decline from next year through 2026 except for a slight uptick in 2024. At the same time, connected TV ad spending will grow at double-digit annual rates, more than offsetting the losses on the traditional side.

Following a few turbulent years, upfront TV ad spending will maintain momentum from last year.

The metaverse is expected to be a major disruptor across industries, but it's still early days for the emerging realm. In this report, we look at how different markets are embarking on their own metaverse business models.

YouTube’s MLB deal is a reminder of its streaming power: A whirlwind of streaming news has mostly left YouTube out of the picture, but its dominance can’t be ignored.

Streaming’s saturation point has driven demand for bundles: A new report from Nielsen shows that 64% of consumers want a bundle that makes it easier to stream.

TV audiences are fragmented, and the Oscars won’t change that: Though the 2022 ad inventory is sold out, a modest bounceback from last year’s disappointing show is probably the best ABC can hope for.

For the first time, we broke out Disney+ and Netflix viewers by age. It’s widely understood Disney programs are usually aimed at youth. Our forecasts give some clarity on how much Disney+ skews toward young people compared with other streaming services.

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

Ad-supported video is the new streaming gold rush: Disney, HBO, Discovery, and even Netflix have toyed with or launched ad-based viewing channels