On today's podcast episode, we discuss the travel rebound and how tech is helping it out, how Black Friday football (with a side of online shopping) performed this year, will X (formerly Twitter) go bankrupt next year, a new way to stream NBA games post-cable, what to expect from ChatGPT next year, why your passport is the color it is, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood, forecasting analyst Zach Goldner, and director of forecasting Oscar Orozco.
CTV competition is good news for advertisers: The rising number of ad-supported streaming options is causing CPMs to decrease significantly.
Prime Video gets its first major advertising partner: IPG Mediabrands will get first-look access to new ad formats when Prime Video debuts ads in 2024.
Although inflation, a strong job market, and a positive economic outlook are at play, three dominant ad channels are contributing to upward US ad spend. October saw a 3.2% YoY growth for the US ad market, marking the fourth consecutive month of spending increases, according to the Standard Media Index ad market tracker.
Disney+ could add gaming and shopping, aiming to enhance user experience: A strategy to compete with Netflix and Amazon in streaming.
Disney hasn’t bought Hulu yet, but a deal is close: Disney+ how has an in-app Hulu hub, but the company may have to pay more than it would like.
What the new SAG contract means for entertainment: $1 billion in payouts and AI protections could lead studios to increase CPMs and subscription costs.
TikTok users are spending half of their time watching videos that are 1 minute in length or longer, according to The Information.
Netflix says it weathered Hollywood strikes with minimal impact: The platform faces customer satisfaction challenges but remains indispensable to many viewers.
Key stat: 58% of US adults stream video via connected TV (CTV), according to ViewNexa.
The streaming bundle race is here: Verizon will soon offer a $10 monthly subscription to Netflix and Max.
One step closer to consolidation? Apple, Paramount discuss streaming bundle to compete on better compete on price in crowded market.
Thursday Night Football shows viewership metrics don’t say it all: Amazon’s Black Friday audience was far lower than expected, but DTC opportunities drove brand excitement.
NASCAR is the latest sports league to strike streaming deals: Amazon, Fox, Warner Bros., and NBC will share media rights for seven years.
“Short-form video” sees long-form success: Internal communications from TikTok show more than half of users watch videos that are longer than one minute.
On today's podcast episode, we discuss what a completely Walt Disney Co.-owned Hulu will look like, if the entertainment giant has a Marvel problem, and whether Disney+ can ever rival Netflix for the subscriber crown. "In Other News," we talk about why Roku's revenues and streaming hours are doing particularly well and why Warner Bros. Discovery's ad revenues and subscriber growth are not. Tune in to the discussion with our vice president of content Paul Verna.
End of an era for pay TV: The format’s long decline is hitting a global scale, with pay TV households expected to drop next year through at least 2028.
Black Friday cements streaming’s commitment to ads: Several major streamers are offering discounts—but only for ad-supported subscriptions.
Amazon is trying to create a mini-Super Bowl: The company has gotten major brands like State Farm to pay $600,000 for a 30-second ad during its Black Friday game.
It’s becoming more expensive for streaming viewers to avoid advertising. Netflix, Disney+, and others have raised subscription prices over the past several months.