Video

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.

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.

Acquired content has been the engine of Netflix’s success: As streamers like Peacock and Paramount+ win back hits, could that cause a long-term problem for the streaming leader?

Roku says it can offer larger primetime audiences than traditional cable competitors: Its new marketing and sales push is perfectly timed ahead of upfronts.

Meta is singing a different tune to advertisers: Flagging ad revenues have Meta offering fat discounts and lower rates as olive branches.

Netflix Q1 shows growth is becoming harder to achieve: Paid sharing will prove dividends—as will strength in global markets.

We forecast US advertisers will spend a combined $86.40 billion on linear and connected TV (CTV) this year—in other words, about 1 in 4 ad dollars will go to ads on the TV glass. But as linear TV ad spending stagnates, networks are incentivized to prove the reach and efficacy of their digital properties.

TV and streaming writers overwhelmingly vote to authorize a strike: A gap between record revenues and shrinking pay set the stage for a showdown.

Citing security concerns, the bill now goes to Gov. Greg Gianforte, who banned TikTok on state-owned devices. TikTok is pushing back, but other states could accelerate all-out bans.

Netflix pilloried as livestream fails: “Love is Blind” reunion glitch is a bad look for goal to leverage live events to keep platform sticky.

Multiview capabilities are entering the sports mainstream: Apple TV 4K’s new feature comes on the heels of YouTube TV launching something similar.

CTV to continue strong US growth: Households using the format to more than double pay TV in 2024, aided by tech shifts.

The NBA cuts budgets, freezes hiring due to economic headwinds: This comes ahead of critical media rights negotiations.

Summer is on the way, and the advertising landscape has already changed significantly since the start of the year. We checked in on data surrounding the biggest trends, including AI search (which is happening whether consumers want it or not), a TikTok ban (no one knows but be prepared), retail media (it’s exploding), and more.

US consumers are flocking to low-cost plans with some amount of advertising.In 2022, increases were especially pronounced among ad-supported video on-demand (AVOD) services.

Peacock becomes first major streaming service to launch on Meta Quest VR devices: The move potentially impacts streaming content consumption in an increasingly competitive market.

Netflix races to offer new ad targeting options ahead of Upfronts: A rushed launch meant its ad tech offerings were thin.

YouTube’s steep Sunday Ticket pricing will pay off, but at what cost? Consumers now have to pay more than ever to watch football.

HBO and Discovery+ going to the “Max”: Combined streaming service kicking off in May will bring new business leads for advertisers. Read online.