Shorts wants to take ad dollars from TikTok: YouTube uses the NewFronts to tout their short-form video format.

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.

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.)

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.

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.

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

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.

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.

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

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