US consumers continue bulking out their SVOD subscriptions: New data suggests that consumers may be more interested in taking up streaming services than cutting the cord at the moment, but the decline in cable and satellite subscriptions will continue.
Digital audio subscription revenues are on the rise: Podcasts and exclusive content will drive that growth this year, as streaming services like Apple Music and Amazon Music compete with market leader Spotify.
Spotify weaves its recent investments into a cohesive tapestry: The audio company presented a slate of new offerings that paint a clearer picture of its strategy to pull in new users and help creators monetize their content.
A look at pandemic pods–podcasting, that is
eMarketer principal analyst Nicole Perrin and forecasting analyst at Insider Intelligence Eric Haggstrom discuss Google's Q4 performance and what's driving it forward. They then talk about YouTube's shift to connected TVs, whether Americans are becoming less tolerant of digital ads, and what to make of the UK watchdog's investigation into Google replacing cookies.
Roku soared in Q4—and it’ll keep soaring: Though much of Roku’s revenue growth was driven by increased time spent during lockdowns, demand for CTV advertising is so high that we think the company’s strong growth will persist.
The Trade Desk’s earnings soar: Revenues were up 48% year over year (YoY) in Q4, boosted by strong connected TV (CTV) ad spending growth. Additionally, the company’s third-party tracking alternative is still gaining steam.
eMarketer analyst Blake Droesch, principal analyst Jeremy Goldman, and forecasting analyst at Insider Intelligence Peter Vahle discuss whether the Super Bowl delivered, what's fueling Spotify, how the podcast and social media worlds are blurring together, if reducing politics in the News Feed can help Facebook, why the shopping mall might make a comeback, what is the most relaxing song ever (statistically), and more.
Twitter upgrades its Clubhouse competitor Spaces: Twitter's rapid expansion into audio and ability to leverage its already-massive user base could see it become a worthy competitor to the up-and-coming audio social network.
Too much TV to talk about
Google to pay News Corp.: It’s a major concession in the battle to make tech giants pay publishers, and with Google now agreeing to pay for news in Australia, we could see similar deals struck in the future.
After the COVID-19 shock of H1 2020, everyday life in China has gradually returned to the pre-pandemic norm, and economic activities have been on the rebound.
The convergence of media and commerce is inching closer. Nearly a year after adding a direct checkout feature to its platform, NBCUniversal is investing further in the commerce space.
Early in the pandemic, digital audio took a huge hit in user engagement and in the amount of time listeners were spending with the medium. Many observers, including us, predicted dire results in the short term. However, the rest of the year played out very differently than those early weeks, and we ultimately revised our 2020 estimate from a 1.0% decline in the time US adults spent with digital audio to 8.3% growth, for a total of 1 hour, 29 minutes (1:29) per day.
eMarketer principal analysts Jeremy Goldman and Jillian Ryan, along with senior analyst at Insider Intelligence Sara M. Watson, discuss what a reimagined workplace looks like, The New York Times digital transformation, what big tech can expect from the Biden Administration, whether the world is getting less colorful, podcasts as a direct line to consumers, how many people live underwater, and more.
Disney+ hit its subscriber goal four years ahead of schedule: It hit 94.9 million subscribers at the end of last quarter as original content drove viewership in the US and cricket boomed in India.
Early in 2020, as the pandemic was getting underway, Americans flocked to their TV sets at a rate unseen in years. Initially, US households were glued to the news, as uncertainty over the coronavirus drove viewership. In the following weeks, the TVs mostly stayed on, as the initial wave of lockdowns kept Americans stuck on the couch with lots of new time to kill.
In this episode, the 'Behind the Numbers' crew new and old—former eMarketer principal analyst and now vice president of content studio Paul Verna, former eMarketer senior analyst and now market strategy manager at Spotify Bryan Yeager, director of content studio Daniel Caridi, director of report editing Rahul Chadha, and podcast host Marcus Johnson tell the story of how and why 'Behind the Numbers' got started, our favorite episodes, and what we expect the future of podcasting to look like. We hope you enjoy. And thank you so much to everyone who's ever listened for helping to make this show what it is.