Media & Entertainment

Upfronts are Netflix’s coming-out party: This is the week it became an ad company. Really.

CTV ad fraud surges: It’s up 69%, with unprotected campaigns bearing the brunt of the fraud.

Coca-Cola helps usher in an era of generative AI advertising: The brand recently told marketers that it believes AI is much more effective than Web3.

On today's episode, we discuss whether the most watched program in the US (the NFL) has a looming viewership problem, Disney+ and Hulu joining forces, whether the free returns party is over, ride-hailing apps giving mixed messages, YouTube viewership on TV screens, the best-selling video games in history, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Paul Verna.

Can Apple leverage its expertise as well as its 34 million developers to build a mixed reality ecosystem?

A Disney purchase of Hulu would upend the streaming industry: Comcast CEO Brian Roberts said it’s willing to sell its stake to Disney, ending a stalemate.

WBD highlights Max’s ad options at upfront: The new streamer launches next week, and promises a better viewer experience than HBO Max offered.

Disney adapts to industry challenges: House of Mouse emphasizes ESPN's sports offerings and nonscripted content at upfronts.

Regulators are diverging on Big Tech acquisition and opening opportunities for blockbuster mergers despite mounting antitrust concerns.

Total media ad spending in the US will pass the $350 billion mark this year, but growth is slow at just 3.8%, according to our forecast. “That is not great compared to almost anything in recent memory; however, there is a U-shape to this line,” our analyst Ethan Cramer-Flood said during our “US Digital Ad Spend Outlook” webinar. Connected TV and retail media will prove to be bright spots, but social media could be a challenge.

Netflix addresses criticisms, will cut $300 million in spending: Password sharing is getting delayed further as the company figures out a rollout.

NBCUniversal highlights Peacock at upfront: Media titan reflects the industry's digital tilt amidst picketing and leadership changes

Twitch moves to support streamers and foster audience growth: The platform introduces a new clip editor tool for easy creation of short clips.

This week’s upfronts may be judged in relation to recent NewFronts: Presentations highlighted advances in streaming, ad targeting, short-form video, and AI.

US connected TV (CTV) ad spend will continue to grow through 2027, when it will reach $40.90 billion, according to our forecast. Apart from a small bump next year, ad spend on TV (including broadcast and cable TV) will decline over the next few years. Still, TV’s share of total ad spend is larger than CTV’s, indicating it remains a key player in marketers’ ad strategies.

The Trade Desk thrived in Q1: Amid a programmatic slowdown, the company leans into CTV growth to continue its ascendancy.

Who’s using AR and VR headsets for healthcare? Ownership is still relatively low, but interest in health-related uses is high, especially for Gen Z and millennials.

Caught between FCC mandates and cheaper, Chinese-made network equipment, small carriers are left exposed as costs skyrocket and shortages delay replacement plans.

ByteDance takes aim at Amazon’s book sector prowess: Building on its engaging algorithm and #BookTok’s success, ByteDance’s new social media platform for bookish users might pull sales away from Amazon.

Mix Twitter and Tucker Carlson to create advertising poison: Carlson’s audience hasn’t made him appealing to advertisers, and he can’t reverse Twitter’s decline.