Media & Entertainment

The year is nearly halfway over. As we prepare for H2, our analysts have been hard at work debating some very specific—and potentially unlikely—predictions that could play out in the coming months. Everything from retail media standardization to drone delivery to AI partnerships is at play over the rest of 2024. Here are some of our analysts' hottest takes.

2024 election sparks brand safety concerns: social media platforms face backlash over misinformation and weakened content moderation.

Independent creators will find new audiences and subscribers will get new content as Spotify explores other growth sectors.

Meta’s Threads API launch enables third-party app creation and access, contrasting X’s and Reddit’s restrictive API policies.

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.

It’s the latest example of consumer trust colliding with genAI expansion and underscores AI’s hunger for user-generated content.

Tobacco-like labels on social apps acould warn young people about potential harms, but any regulation would need congress approval which faces a block of lobyists.

Publishers grapple with user distrust over AI: Concerns about misinformation have spiked, highlighting a challenge for the industry’s new direction.

Disney finds its stride at the box office again: “Inside Out 2” had the best opening weekend since “Barbie” as Disney settles into a new film strategy.

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.