Media & Entertainment

Saudi Arabia stepped up investment in US media in 2023: A megamerger between LIV Golf and the PGA raised concerns about the country’s influence on the US.

Netflix will overtake Disney+ in ad revenues next year, amassing $1.03 billion versus Disney’s $911.9 million, per our forecast.

On today’s podcast episode, our analyst Bill Fisher asks forecasting writer Ethan Cramer-Flood and forecasting analysts Oscar Bruce Jr. and Zach Goldner about the most interesting Insider Intelligence international forecasts of the past year, as well as what we can expect for 2024.

Adapting to consumer preferences: YouTube's new approach features longer but fewer ad breaks on connected TVs.

AI search engines threaten the publishing industry: Publishers say they could lose nearly half their traffic if AI search chatbots become the norm.

On today's podcast episode, we discuss what Fortnite developer Epic Games' win over Google means, whether McDonald's new restaurant brand will be a success, why women's sports worldwide are exploding right now, if video streaming bundles are inevitable, how AI rules can keep pace with AI development, who's planning to live underwater in a few years, and more. Tune in to the discussion with our analysts Ross Benes, Bill Fisher, and Carina Perkins.

A new era of transparency for Netflix: A report motivated by Hollywood strikes chronicles detailed viewership data for the streamer’s most popular shows.

Microsoft’s in-game ad effort shows signs of life: The company’s gaming CFO said cloud streaming is an opportunity to deliver ads.

EU expansion and new interoperability with Mastodon, Tumblr, and Flipboard can position Threads for continued growth. Meanwhile, X faces an exodus of advertisers and declining revenue.

Games industry marketing event E3 shuts down: Several contenders are vying to replace the decades-long staple.

The FCC denied Starlink’s $866 million subsidy due to doubts about its technology’s capability. Broadband access for hundreds of thousands of underserved users will be delayed.

Led by Apple’s urgency to reduce reliance on China, manufacturers are pouring billions into factories in India that could expand beyond consumer electronics.

OpenAI only reported $44K in revenue last year: Despite huge revenue projections overall, its nonprofit arm reported minimal earnings, raising questions about its dual structure.

Lego and Fortnite are a match made in heaven: The two brands are melting pots of pop culture iconography, and a partnership is taking them to new heights.

Launch of Paramount+ with Showtime marks a new streaming era: The rebrand signifies the industry's move toward content diversity and market expansion strategies.

After three years, Epic Games wins its case against Google’s Play Store monopoly. App stores might need to alter practices to accept alternative payment options on online marketplaces.

Three generative AI startups get fresh funding: Mistral AI, Aleph Alpha, and Essential AI draw significant VC investments and signal a shift toward a more diverse sector.

Microsoft and AFL-CIO launch workforce alliance: It could promote worker-focused tech development and pro-worker policies amid concerns over mass tech job losses.

In part one of this two-part podcast episode, we discuss some predictions for 2024 that are too specific to be 100% certain about but could still come true, including: which subscription video-on-demand (SVOD) platform Apple will likely buy, where metaverse playgrounds will spring up, and what the ruling between Google and the US Department of Justice will be. Tune in to the discussion with our vice presidents of content Suzy Davidkhanian and Paul Verna and analyst Max Willens.