Day one of the writers strike loomed over NBCU at NewFronts: There was no mention of the strike at Peacock’s advertising event while major shows are postponed.
Roku tries to keep up its Q1 momentum at NewFronts: The CTV service boasted higher reach than primetime network TV amid record cord-cutting.
Snap is having trouble monetizing because Snapchat is primarily a chat platform, and “messaging apps are notoriously difficult to monetize,” according to our analyst Jasmine Enberg. The company could lean into its software as a service retail offerings, but consumers also aren’t sold on AR for shopping. Just 12.4% of US adults use AR for shopping, according to our forecast.
Comcast is forgiven for widening Peacock losses—for now: Heavy spending on user acquisition is helping with growth, but the losses can only go on so long.
Meta faces pressure to cut costs amid slow ad growth and concerns over its metaverse investments: softer ad revenues require a replacement cash source. Is this it?
Snapchat's Q1 revenues fall short of expectations: Despite lower ARPUs, Snap's saving grace is its coveted younger audience.
Earnings show progress and pitfalls on revenues: Meta, Microsoft, Alphabet, Snap, Pinterest, and Comcast results are a mixed bag. (This article was written with the assistance of ChatGPT.)
UK regulators block Microsoft’s attempt to consolidate a gaming behemoth, sending Activision Blizzard stock spiraling. Microsoft faces a tough antitrust fight.
Yahoo is getting into sports betting: The early internet giant acquired Wagr to complement its popular fantasy league service.
Roku stands its ground in Q1 as revenues edge up 1%: Roku has the third-largest share of CTV spending, showing how tight the market is.
Meta outperforms in Q1, aided by China advertisers: As cost cuts continue, the company’s Q2 outlook suggests growth may be returning.
In the US, 77% of TV-owning households had a smart TV as of Q1 2023, according to Hub Research. Connected TVs, which include smart TVs, streaming sticks, and other devices, will be used in 115.1 million households next year, more than double the number of traditional pay TV households, according to our forecast.
The way advertisers think about TV is changing as it shifts from linear to ad-supported streaming. Here are three developments shaping TV ad measurement, streaming behaviors, and consumer targeting.
Spotify plans price hikes as Q1 revenues disappoint: A resilient Spotify is trying to brace for an AI-fueled future.
There are 3.60 billion people around the world who have phones capable of delivering AR, and 1.06 billion already use mobile AR, according to a March 2023 report from ARtillery Intelligence.
The company will open up the metaverse to teens and invest in games to drive VR adoption just as Apple firms up plans to compete in immersive AR/VR.
On today's episode, we discuss how in-flight measurement helps marketers do more with less, the importance of an integrated cross-platform/media performance view, and how to be thoughtful about selecting KPIs. "In Other News," we talk about the significance of Nielsen regaining its accreditation for national TV ratings and what to make of Netflix struggling to livestream its "Love Is Blind" reunion. Tune in to the discussion with our analyst Paul Verna and Stephanie Gall, senior manager of measurement products at Cint.
Acquired content has been the engine of Netflix’s success: As streamers like Peacock and Paramount+ win back hits, could that cause a long-term problem for the streaming leader?
Seagate’s $300M fine for selling hard drives to Huawei shows that US regulators are strictly enforcing bans against China.