Video

Disney's Q3 earnings: Expect slowing subscriber growth alongside healthy ad sales—but don't get too excited about US TV ad sales as a whole.

On today's episode, we discuss Amazon's Q2 advertising performance, the true value of its ad business, and what to expect for the remainder of 2021. We then talk about Twitch's new “Stream Display Ads,” the significance of Amazon's near $1 billion fine, and why Tubi is on the up as Roku cools down a little. Tune in to the discussion with eMarketer senior forecasting analyst at Insider Intelligence Eric Haggstrom.

Substack invests in original content: The newsletter platform has signed some of the leading creators in the comics world, which could have an eventual impact on Marvel's and DC’s bottom lines.

YouTube goes long on Shorts: Its new brand marketing campaign is all part of its plan to compete with TikTok for Gen Z eyeballs.

On today's episode, we discuss Google's Q2 performance, how YouTube got on, and why the tech giant continues to accelerate. We then talk about YouTube improving its CTV ad offerings, what GDPR taught us about privacy upheavals, and why CMOs need to demonstrate the value of their work now more than ever. Tune in to the discussion with eMarketer senior forecasting analyst at Insider Intelligence Eric Haggstrom.

A tale of two streamers: Roku’s stock dipped after Q2 earnings revealed a drop in streaming hours, but ad-supported Tubi helped Fox Corp. beat Wall Street expectations.

On today's episode, we discuss what brands are doing at the Olympics, when time spent on digital video might equal linear, Google's new privacy timeline, the significance of Square buying Afterpay, why marketers must start thinking in 3D, how to individually achieve “perfect productivity,” and more. Tune in to the discussion with eMarketer director of reports editing Rahul Chadha, analyst Blake Droesch, and principal analyst at Insider Intelligence Paul Verna.

The branded content ball starts rolling: WarnerMedia’s new content studio “House of Max” follows other companies like NBCU and Roku, which have started blurring the lines between commercials and TV shows with brand-sponsored and co-created content.

YouTube segments the market: A new subscription tier called Premium Lite is poised to help the video giant capture as many subscribers as possible.

NBCU reports a great Q2: With ad revenues up 32.8% over last year and Peacock sign-ups up to 54 million, NBCU’s on a roll—but poor Olympics ratings have dampened the good news.

Netflix versus falling revenues: Netflix subscribers say they would be fine with advertising—and with revenues declining, Netflix may need to reverse its anti-advertising stance to stay on top.

Google exceeds expectations: Based on Tuesday's earnings, we anticipate another upward revision of Google’s ad revenues in our US digital ad spending report, out this fall.

DV360 CTV ads get even better: The company announced new targeting options and measurement capabilities, making it an even bigger competitor to pay TV.

On today's episode, we discuss how Netflix got on in Q2 of this year, why it's getting into gaming, and what to expect from the streaming giant for the rest of 2021. We then talk about people's perceptions of ad-supported video-on-demand (AVOD), what to make of ESPN+ raising its prices, and whether a Peacock and Paramount partnership makes sense. Tune in to the discussion with eMarketer principal analyst at Insider Intelligence Paul Verna.

HBO Max streaming galore: Warner Bros. announced it will make 10 movies specifically for streaming next year as it moves ahead with a hybrid box office approach.

NBCU adopts Ad-ID: That could spur other advertisers and agencies to adopt the identifier, which would make it even more useful for things like capping ad frequency.

On today's episode, we discuss five new bills that aim to limit Big Tech, whether short-form audio is next, Google's fine over its treatment of news publishers, why we buy what we buy, what to make of Disney+ subscriber growth hitting the brakes, how the world gets its caffeine, and more. Tune in to the discussion with eMarketer senior analysts Sara M. Watson and Jasmine Enberg and analyst at Insider Intelligence Blake Droesch.

HBO Max banks on Snapchat in latest subscriber growth effort: The app’s users will be able to watch a free episode of the “Gossip Girl” reboot (among other shows) with friends via a Snap Mini, as the streaming platform vies for more and younger eyes.