This week’s upfronts may be judged in relation to recent NewFronts: Presentations highlighted advances in streaming, ad targeting, short-form video, and AI.
As Apple TV expands, key leaders leave the company: The head of Apple TV+ and sports, Pete Distad, will leave the company just as its streaming ambitions take off.
Price hikes helped Disney offset subscriber losses: Disney remained relatively still in its earnings report, but the year ahead will have major shifts.
TikTok promotes learning and automation at product summit: Simplicity is a big buzzword for TikTok this year, with automation at the heart of simplifying the ad creative process.
OTT video subscription revenues will hit $50.56 billion this year, an increase of 12.5% YoY, according to our forecast. Revenues will climb to $64.12 billion by the end of 2026.
How long will the writers strike go on? Countless high-budget productions have stopped in their tracks, but the fight could go on for months.
Fubo stock surges 31% on strong earnings: Sports-focused live TV streaming service says it will be cash-flow positive by 2025.
YouTube is no longer separate from the streaming wars: Almost half of its viewership is on TVs, and advertisers are spending heavily on the platform.
Paramount to shed “noncore” assets after tough earnings: Streaming losses widened, raising questions about whether it can survive the digital future.
Hollywood movie and TV writers strike: The move will have a massive impact on the entertainment world.
Time spent is decreasing across cable and broadcast TV but increasing in streaming. In Q4 2022, streaming boosted overall time spent with TV among US adults, reversing the decline in TV viewing over the past few years, according to Nielsen.
Shorts wants to take ad dollars from TikTok: YouTube uses the NewFronts to tout their short-form video format.
Comcast is forgiven for widening Peacock losses—for now: Heavy spending on user acquisition is helping with growth, but the losses can only go on so long.
Earnings show progress and pitfalls on revenues: Meta, Microsoft, Alphabet, Snap, Pinterest, and Comcast results are a mixed bag. (This article was written with the assistance of ChatGPT.)
Oppo leads in shipments and Apple is close behind. With China’s smartphone production down 13.8% YoY, opportunities continue to emerge on the premium end.
Netflix may have had an optimistic start to the year, but it still faces a series of threats and opportunities abroad if it wants to maintain its worldwide dominance. Here’s an overview of what the company can expect to face.
UK regulators block Microsoft’s attempt to consolidate a gaming behemoth, sending Activision Blizzard stock spiraling. Microsoft faces a tough antitrust fight.
Roku stands its ground in Q1 as revenues edge up 1%: Roku has the third-largest share of CTV spending, showing how tight the market is.
How can Netflix crank up ad revenues without upsetting users? Nearly half of ad-supported subscribers think its ad load is too high.
Netflix gets a boost from Latin America in Q1: The region is a vital market for new users and incremental revenue growth, despite the controversial clampdown on password sharing.