On today's episode, we discuss the appeal of Prime Video with ads, why we might see more honest and transparent advertising, the inevitability of face computers, Netflix's chances of becoming a significant gaming hub, how the average retirement age is changing and more. Tune in to the discussion with our analysts Ross Benes, Blake Droesch, and Max Willens.
Meta looks to build for the future: Threads and Reality Labs come into focus as potential long-term growth engines.
The New York Times learns to live with AI: Amid a lawsuit with OpenAI, the publisher looks to safeguard journalistic integrity while promoting financial interests.
Google One approaches 100 million subscribers: It’s balancing sluggish ad revenue with gains in subscription and cloud services. Future success calls for more income streams.
On today's podcast episode, we discuss what was behind the streaming giants staggering subscriber growth, how Prime Video's new ad-tier will affect Netflix, and how a deal with the WWE changes its sports strategy. "In Other News," we talk about an important milestone for ad-supported video streaming. Tune in to the discussion with our analyst Daniel Konstantinovic.
US social network ad spend will reach $82.89 billion this year, according to our October 2023 forecast.
Google's Q4 in a nutshell: The search giant had strong overall earnings with a slight ad revenue miss, bolstered by cloud success and generative AI innovation.
Microsoft’s big quarter: As the company emerges as an AI frontrunner, it needs to translate these advancements into opportunities to increase its ad revenues.
Google’s AI pivot yields cloud boom while ad revenues bust: Its latest earnings report points to an underlying pain point in its business model both challenged and buoyed by AI.
Amid staff cuts and regulatory pressures, X invests in an Austin trust and safety office: It’s a response to digital safety demands and AI-generated challenges.
Retail media ad spend will make up over one-fifth of total US ad spending by 2027, per our forecast.
Paramount+ to grow viewership despite layoffs: Focusing on global content and ad revenue as it contends with market upheavals and acquisition talks
Prime Video's ad tier launches amidst skepticism: Amazon's strategic incentives aim to reshape streaming advertising despite market challenges.
On today’s podcast episode, host Bill Fisher and our analysts Paul Briggs, Matteo Ceurvels, and Man-Chung Cheung each pitch their most dramatic predictions in their coverage regions for 2024, in hopes of securing "investment" from the other sharks. Can you be convinced to "invest" in their 2024 predictions?
Google launches a chatbot for advertisers: The tool lets advertisers generate cheap creative for ads, opening the door to new brands.
The biggest player in US gambling and casino ad spend is TV, which reached $471.8 million between January and November 2023, according to a December 2023 MediaRadar study.
Publishers are staring down a bleak 2024: The industry’s woes will be worsened by both the rise of AI and the end of cookies.
Peacock soars past $1 billion in Q4 revenues: Subscriber base climbs to 31 million as losses shrink, indicating stron growth in a competitive market.
Strategic balance in turbulent times: Comcast navigates subscriber losses and advertising fluctuations, leveraging its diversified assets for a robust Q4 performance.