On today's episode we discuss why Spotify was able to add so many new users recently, how a price increase might affect the company, and what to expect from its podcast investments. "In Other News," we talk about changes in podcast listening behavior and what Tubi's ceiling is. Tune in to the discussion with our analyst Daniel Konstantinovic.

Can Fox turn Tubi into a major streaming brand? The free, ad-supported streaming service is in a strong position to weather a difficult chapter.

“Disrupt, make noise, get people talking about Tubi the next day.” That was the goal for the campaign, said Greg Hahn, co-founder and chief creative officer of Mischief, the agency behind Tubi’s “interface interruption” and “rabbit hole”-themed Super Bowl ads. We talked to Hahn about Tubi and Mischief’s advertising approach.

New advertising forecasts for Netflix and Disney+ shed light on streaming advertising’s evolution.

The Roku Channel takes first place in value among free ad-supported TV services. Among US users of these services, 84% said it provides excellent or good value. The CBS app holds the No. 2 spot, cited by 80%.

YouTube isn’t just for the smallest screens as more viewing takes place on other connected devices and mobile use declines. Streamers are taking in more upfront ad dollars. Netflix is shaking things up after subscription drops.

Our latest forecasts for ad spending in Canada, which include our first-ever estimates for Google and Meta, show strong growth overall and an accelerated shift to digital.

Following a banner year, US ad spending in 2022 will be shaped by three key trends: Linear TV crossing the Rubicon, a billionaires’ club emerging in connected TV (CTV), and ecommerce ad spending enriching Google, Amazon, and a crop of newcomers in search and retail media.

Netflix is the top US streaming service when it comes to original content, with 38% of the country’s adults agreeing the platform offers the best selection of original shows and movies. Amazon Prime Video comes in second, trailing by a sizable margin with 11%, while Hulu and HBO Max rank third and fourth.

Connected TV and programmatic video ad spending continues to exceed expectations in the US.

Hulu’s 2021 ad revenue outpaces competitors, but troubles loom: The streamer’s reliance on partners like NBCUniversal to provide content could hamstring further growth.

About two-thirds of the US population are monthly connected TV (CTV) users. Young people are more likely to use CTV than older people. Four in 10 US senior citizens are CTV users—whereas CTV usage is about double that, more than 80%, among those ages 25 to 54.

Connected TV ad spending continues to expand substantially.

Connected TV (CTV) ad spend will reach $14.44 billion this year, up 59.9% from 2020.

More video viewers turn to ad-supported video-on-demand (AVOD) and free streaming options.

Although a growing percentage of ad spending around TV content is happening through addressable, programmatic, and connected TV channels, making advertising more accountable, holistic campaign metrics that cut across the linear and digital domains remain elusive.

On today's episode, we discuss Amazon's Q2 advertising performance, the true value of its ad business, and what to expect for the remainder of 2021. We then talk about Twitch's new “Stream Display Ads,” the significance of Amazon's near $1 billion fine, and why Tubi is on the up as Roku cools down a little. Tune in to the discussion with eMarketer senior forecasting analyst at Insider Intelligence Eric Haggstrom.

Advertisers are increasing their upfront commitments, particularly for connected TV.

The return of live sports produced a flurry of licensing activity from broadcast networks and streaming services—including digital video, social, and ecommerce platforms. It also reignited concerns about the sustainability of pricing models for sports video and TV.

With the upfront season in full swing, how can advertisers reach streaming audiences? Natalie Bastian, vice president of marketing at Tubi, and Rimma Kats, editorial director at eMarketer, discuss how incrementality in streaming can help bolster linear investments.