Media & Entertainment

Netflix’s US ad revenues per ad-supported viewer will fall from $70.44 this year to $59.67 by 2026, according to our forecast.

In part one of this two-part podcast episode, we discuss some more predictions for 2024 that are too specific to be 100% certain about but could still come true, including: what will actually end up happening with Paramount, what Nordstrom will do next to get back on track, and where folks will be watching the NBA over the next 10 years. Tune in to the discussion with our vice presidents of content Suzy Davidkhanian and Paul Verna and analyst Max Willens.

Although linear TV can’t be dismissed just yet, and CTV has a ways to go before claiming its crown, here are three key 2024 milestones that attest to its growing ad power.

On today's episode, we discuss the AI conversation that no one is having, how much people watch YouTube on TV, United Airlines showing personalized ads on seat-back screens, the best tasks for smart home robots, the state of working from home, and more. Tune in to the discussion with our director of reports editing Rahul Chadha, director of forecasting Oscar Orozco, and vice president Paul Verna.

Spotify is expanding its ad revenue streams with new agency and genAI ads, but a shift into video advertising might miss its target audience.

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Roku opens access to its first-party data: Inventory is now available on several demand-side platforms as the industry begins to migrate away from walled gardens.

Collective TV integrates CTV and retail media: Albertsons' new platform offers advanced ad solutions, driving digital video ad growth through shoppable content.

Netflix games may not have much of a future: An executive departure leaves the company’s struggling games division without a direction.

Driving box office is more critical than ever: A challenging landscape puts an emphasis on targeted CTV and social media campaigns.

The degree to which streaming services seek out and rely on ads as a main revenue driver varies widely.

FAST is furiously turning to ads: Google TV is the latest to spy a major opportunity to sell CTV ads at affordable CPMs.

Games offer publishers a valuable trove of first-party data: Media groups are rolling out daily games offerings that are often loaded with ad trackers.

Despite the fact that in-game ad spending will see relatively modest growth over the next few years, games still offer several opportunities for brands.

Spotify is taking a gamble by charging for a feature competitors already offer at no extra fee

Following nearly 25% growth in 2023, US game ad revenues will total $8.59 billion this year, a growth of 6.7% over 2023, per our March 2024 forecast.

Retail media is the fastest-growing ad channel we track in the US, growing by 26.0% this year. Its share of total US media spend will reach 14.1% this year, and come 2028, nearly 1 in 5 ad dollars spent in the US will go to retail media. But the channel has the potential to grow even more. Here are four key factors that present challenges to retail media growth right now.

Personalization makes Spotify a sticky service: The music streaming service is leaning into its strengths with a brand campaign that will debut new in-app features.

Microsoft gaming head Phil Spencer suggests an Xbox handheld is in the works, reflecting a mobile gaming trend and a potential shift from consoles to portable devices.

Young audiences boost “Bad Boys”: Sony’s $56M domestic debut showcases franchise power and an efficient ad strategy amid challenging box office dynamics.