Its TikTok Photos app could attract and engage users, potentially becoming Instagram’s top competitor in photo sharing. But a TikTok ban could delay competition.
Ad-supported streaming and live sports are accelerating pay TV’s decline: The largest pay TV providers lost 5 million subscribers in 2023, while SVOD’s market share grew.
Streaming platforms face tough Oscars night, with Netflix winning only one award and Apple TV+'s 'Killers' left empty-handed: Traditional studios continue their dominance.
On today's podcast episode, we discuss what the hell happened—and is happening—to online ads, whether the video streaming boom is officially over, the next big wearable category, what happens when the First Amendment collides with social media, what the world would look like if there were only 100 people, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Blake Droesch.
All eyes are on streaming. Last year, non-pay TV viewers surpassed traditional pay TV viewers in the US, per our forecast. Years of streaming platform proliferation are over, yielding to consolidation and fragmented ad measurement. Bundles between streaming platforms and partnerships with retail media platforms are forming, leaving media buyers with a headache over how to strategize.
Netflix’s next sports bet is a live boxing event: A matchup between legend Mike Tyson and rising star Jake Paul will offer another chance for Netflix to prove its live capabilities.
Apple's 13 Oscar nominations for 'Killers' and 'Napoleon' underscore its $700 million film investment: The strategy enriches its Hollywood presence and streaming allure.
On today's podcast episode, we discuss how the upcoming giant sports streaming service from Fox, Warner Bros. Discovery, and ESPN benefits The Walt Disney Co.; what will happen when Hulu and Disney+ combine; and why Disney is now choosing to invest so much in Epic Games. "In Other News," we talk about what to make of Roku's current market position and what YouTube Premium has taught us about ad-free video. Tune in to the discussion with our analyst Ross Benes.
A House committee unanimously votes to advance a bipartisan bill to ban TikTok unless ByteDance divests. The bill could affect other foreign-controlled apps but requires Big Tech’s involvement.
OTT will account for more than half (53.5%) of US video subscription revenues by 2025, when it will reach $71.92 billion, according to our December 2023 forecast.
Warner Bros. Discovery unveils password-sharing timeline: The streamer will begin its crackdown on Max this year before a wide 2025 rollout.
Fox is underestimating the power of its sports streaming offering: CEO says it will only net 5 million subscribers in five years, but that’s likely a negotiating tactic.
Amid streaming competition, ‘Dune: Part Two’ $178 million global opening underscores the enduring appeal of cinematic spectacles: It’s a win for theaters—for now.
IATSE preps to strike, igniting another Hollywood labor battle: We look at how another walkout could affect the upcoming spring advertising season.
Meta to end News Tab in US, Australia as it focuses on video content: The shift reflects changing digital media consumption patterns.
On today's podcast episode, we discuss what comes after the end of search as we know it, what generative AI (genAI) is best at today, who the right partner for Paramount+ is, what Ikea's plans to save the mall entail, the most popular alcoholic drinks in the US, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Ross Benes and Max Willens.
Expanding YouTube Create, rising CapCut reshape content creation: These tools both aim to empower creators and leverage user data for platform growth.
Disney and Reliance merge Indian businesses, creating an $8.5 billion juggernaut: The joint venture is set to dominate India's entertainment with 40% market share.
Netflix will generate more than $14 billion in US OTT subscription revenues this year, more than any other company. Disney will come closest to Netflix, but that’s after Disney+, Hulu, and ESPN+ revenues are combined. Netflix will account for more than one-fifth of total OTT subscription revenues this year; no other service comes close.
Paramount reports Q4 profit surge as Paramount+ grows: Strategy shifts towards efficiency, global focus amid industry challenges