The threat of a TikTok ban is enough to make waves: ByteDance, Meta, and Chinese competitor Kuaishou are all taking steps to anticipate a ban.
YouTube’s ad business took a hit in the latter half of 2022, with revenues down year over year in both Q3 and Q4. The company has since hired a new CEO, hiked YouTube TV prices, and introduced podcasts to YouTube Music to try to reverse the downward trend.
Splitting into six companies makes each business unit more competitive while reducing regulatory oversight, which could help increase profits.
Should households without TVs be counted in TV measurement? One industry group argues yes, since those households stream TV content to mobile devices.
Ad spending set to grow on shoulders of retail media: Auto recovery and ad-supported video will also buttress the US advertising market in 2023.
The FTC wants to stop the seemingly never-ending struggles to cancel unwanted subscription plans for gym memberships, cellular plans, apps, and more.
If TikTok’s only recourse is to separate from ByteDance, then Beijing could lean on export rules to veto the sale, potentially ending TikTok’s presence in various countries.
Apple to invest $1 billion a year on big cinema push: Company thinks raising its Hollywood profile could lead to increased connected TV revenues.
Can Netflix afford a long-runway gaming business in a high-interest rate environment? Gaming can be a risky, costly sector, but Netflix is showing no signs of turning away.
Netflix’s ad tier rebounds from a shaky launch: With viewer expectations hitting their marks, Netflix is looking to the future of its ad business.
As the possibility of a TikTok ban grows in the US, users are looking for other platforms to satisfy their short-video needs. In a Cowen survey, 26% of adult US users said they’d switch to Instagram Reels, and 21% said they’d head to YouTube Shorts. Meanwhile, 37% had no plans to use another short-video app.
Movies not only need to be good, they need to matter to audiences: That’s one takeaway from the ‘Shazam’ sequel bombing.
On today's episode, we discuss what's going on with Netflix's ad-supported tier, what its plans to crack down on password sharing could do to viewership, and what Netflix's subscriber growth will look like over the next few years. "In Other News," we talk about fuboTV's current position in the market and what people stream the most on their TVs. Tune in to the discussion with our analyst Paul Verna.
A TikTok ban would put influencer payment policies to the test: YouTube and Instagram are eyed as alternative platforms as the TikTok debate heats up.
An ultimatum by the Biden administration gives ByteDance no recourse but to sell TikTok—which China’s government doesn’t seem likely to allow—or risk being banned.
YouTube TV boosts prices due to rising content costs: Platform faces competition from other streaming services, and higher fees could push cord-cutting downward.
Time spent with TikTok will reach 55.8 minutes per day among US adult users this year, per our latest forecast, about 9 minutes more than expected in last year’s update. In 2024, time spent will increase to 58.4 minutes, up 4.8% year over year. We also expect TikTok’s US user base to cross the 100 million mark this year.
A writer’s strike would make streaming’s stock market problems worse: Writer and producer pay has fallen 23% in 10 years despite record profits, but streamers are hesitant to spend.
YouTube TV launches multiview: Feature enables sports fans to watch up to four streams simultaneously in another shot at Hulu.
After a spring lineup of hits, Warner Bros. Discovery’s management of HBO will be tested: The network is currently coasting on pre-merger hits, but the future looks uncertain.