On today's episode, we discuss Google and Facebook paying for news in Australia, what consumers think of Apple's privacy labels, the changing content moderation rules, Maryland's digital ad tax, how much time is spent with social, controlling someone else's dreams, and more. Tune in to listen to the discussion with eMarketer analyst Blake Droesch, principal analyst Jeremy Goldman, and senior analyst at Insider Intelligence Sara M. Watson.
The pros and cons of Paramount+: The ViacomCBS streamer has a massive content library and good brand recognition, but its basic tier needs to offer a good enough experience to attract advertisers and new users, especially as the pandemic-induced streaming boom dwindles.
Digital is quickly becoming more programmatic: Some 63% of digital ads were sold programmatically in H2 2020, compared with 52% during the same time in 2019. This was accelerated, not caused, by the pandemic.
Roku soared in Q4—and it’ll keep soaring: Though much of Roku’s revenue growth was driven by increased time spent during lockdowns, demand for CTV advertising is so high that we think the company’s strong growth will persist.
The Trade Desk’s earnings soar: Revenues were up 48% year over year (YoY) in Q4, boosted by strong connected TV (CTV) ad spending growth. Additionally, the company’s third-party tracking alternative is still gaining steam.
eMarketer analyst Blake Droesch, principal analyst Jeremy Goldman, and forecasting analyst at Insider Intelligence Peter Vahle discuss whether the Super Bowl delivered, what's fueling Spotify, how the podcast and social media worlds are blurring together, if reducing politics in the News Feed can help Facebook, why the shopping mall might make a comeback, what is the most relaxing song ever (statistically), and more.
iHeartMedia acquires Triton Digital: The radio giant has acquired Triton’s full slate of audio advertising technology, as US programmatic digital audio spending is set to see rapid growth this year.
Early in the pandemic, digital audio took a huge hit in user engagement and in the amount of time listeners were spending with the medium. Many observers, including us, predicted dire results in the short term. However, the rest of the year played out very differently than those early weeks, and we ultimately revised our 2020 estimate from a 1.0% decline in the time US adults spent with digital audio to 8.3% growth, for a total of 1 hour, 29 minutes (1:29) per day.
Travel ad dollars fly higher
Early in 2020, as the pandemic was getting underway, Americans flocked to their TV sets at a rate unseen in years. Initially, US households were glued to the news, as uncertainty over the coronavirus drove viewership. In the following weeks, the TVs mostly stayed on, as the initial wave of lockdowns kept Americans stuck on the couch with lots of new time to kill.
Fox ended 2020 strong: The company credited increased political advertising and successful AVOD product for its end-of-year results.
The not-so super Super Bowl ratings: The game reported about a 5.5% drop in total viewership, but it still draws one of the largest audiences on traditional TV.
eMarketer forecasting analyst Eric Haggstrom and principal analyst at Insider Intelligence Andrew Lipsman discuss Amazon's retail and ad businesses as well as Jeff Bezos stepping down as CEO. They then talk about Walmart's new partnership with The Trade Desk, whether vaccinated shoppers will want to return to stores, and what click and collect's future looks like.
China’s Gen Z is extremely online
eMarketer associate analyst at Insider Intelligence Blake Droesch discusses Facebook's latest earnings, new advertiser exclusion controls, and privacy battle with Apple. He then talks about a study analyzing last summer's Facebook ad boycott, what to make of the Oversight Board's first few rulings, and the key to success on Instagram.
Pinterest’s commerce efforts pay off: The discovery platform reported strong growth in both user numbers and ad revenues for Q4, driven by its shopping ad offerings.
The New York Times gets closer to its digital transformation goals: The company reported a big increase in digital-only subscriptions, an outlook indicating it’ll keep betting on that ringer.
Amazon and Google earnings show that ad budgets have recovered: The companies continued to see strong ad revenue growth in Q4, both boosted by ecommerce performance.
The (sports) bets are in: Sport gambling companies have increased their ad spend 82% YoY since mid-June and will likely continue to increase their marketing efforts as legalization continues.
eMarketer principal analyst at Insider Intelligence Nicole Perrin discusses whether major marketers will pull spending on social platforms because of brand safety and ethical concerns, what to make of Facebook's new advertiser “topic exclusion controls” test, and the types of content consumers prefer brands avoid the most. She then talks about tech companies introducing rules that favor their own business models, Facebook's relationship with political content, and whether Google is waving goodbye to Australia.