On today's episode, we discuss the most pressing questions related to Netflix: did its earnings present a glass-half-full or glass-half-empty picture, what to make of this new timeline for its ad-supported tier, and does the company have more Netflix-specific or industry-wide problems? "In Other News," we talk about Nielsen ONE's YouTube measurement capabilities and which streamers consumers are debating saying goodbye to next. Tune in to the discussion with our analyst Ross Benes.
Advertisers use a different strategy on YouTube than on other digital video platforms. In Q1 2022, more than 40% of US video ads on the Alphabet-owned platform were post-rolls, and almost 30% were mid-roll ads. On other video platforms, 97% played before video content.
AI reads the operating room: Surgeries may soon be under AI surveillance as startup Theator expands its video analytics to operating rooms. It could yield helpful insights as well as controversy.
There’s no going back to the old Instagram: Video and shopping are the app’s future no matter how much users complain.
Hulu prioritizes brand relationships over politics: Streamers aren’t bound by the same regulations as linear TV, which allows them to shirk political ads.
The NFL’s streaming service is full of ifs and buts: Deals with other streamers complicate the league’s attempt to flex its viewership.
Inflation could be causing streaming subscription fatigue: Two new studies shed light on consumers’ changing preferences.
Nielsen ONE gets a boost from Google: New features preventing ad duplication will help the company’s crucial new measurement service.
Gaming segment stutters: Inflation, shortages, and price increases have all contributed to a decline in YoY spending on video games, hardware, content, and accessories. Can the gaming industry rebound in 2022?
Netflix recently announced it's set to introduce an ad-supported tier. But what’s the lay of the ad-supported video-on-demand (AVOD) land in markets around the world? Join our analyst Bill Fisher as he hosts analysts Paul Briggs and Matteo Ceurvels to discuss a few of the markets Netflix is looking to disrupt.
Is Netflix rushing its ad-supported tier? News that its new subscription tier won’t have its full catalog is raising concerns about its timeline.
Facebook eyes a cheaper creator economy: The platform is pivoting away from publishers, but small creator payouts could hurt its plans.
Netflix losses deepen as it bets on an ad-supported future: An early 2023 ad launch is good news for marketers, but may not be enough to reverse churn.
Peacock gets Shoppable: Its new features could provide additional utility to viewers while simultaneously providing NBCU with rich consumer data.
Focusing on TikTok: As the social video platform cuts jobs around the world and deals with the departure of its chief security officer and accusations of data harvesting, we weigh in on what’s next.
Netflix is the perfect testing ground for Microsoft’s adtech: The tech giant lacked a high-demand, growing catalog of content to flesh out its ad offerings.
Smart TVs are the most popular connected TV (CTV) device in the US, finding a home in 59% of households with these devices. Some 30% use Amazon Fire TV’s streaming sticks and boxes, while 28% use those of Roku.
Two years in, how is Peacock doing? NBCUniversal’s streaming service lags behind in subscriptions but is still a crucial platform to watch.
Netflix announces its long-awaited ad partner: The streamer’s partnership with Microsoft will ease anxiety about its rushed ad-supported tier.
The streaming advertising race just got tighter: A partnership between Disney and The Trade Desk could reshape the streaming landscape.