eMarketer principal analyst Mark Dolliver, junior analyst Blake Droesch, and vice president of content studio at Insider Intelligence Paul Verna discuss whether WarnerMedia just killed movie theaters, why Salesforce is buying Slack, why Facebook's buying Kustomer, the first few cases of Facebook's Oversight Board, Nielsen readies to change its TV ratings, shopping carts on WhatsApp, how much cash can fit in your pocket at once, and more.
Twitch announced a big update to its community guidelines and content moderation efforts, overhauling its policies surrounding harassment and hateful conduct.
Insider Intelligence and its eMarketer team generate roughly 1,500 forecasts on digital transformation topics every year. These estimates are mainly produced on an annual basis, with several of the highest-profile metrics reassessed one additional time during the year.
US media buyers and sellers said digital video, OTT, and connected TV (CTV) will be their highest priorities in 2021, driven by high viewership during the pandemic and innovations in measurement and targeting.
YouTube is the single biggest source of supply in US CTV advertising. The digital video platform’s outsize role in the US CTV space is particularly striking given that advertisers can’t access CTV inventory on YouTube on non-Google platforms (e.g., Roku).
Nielsen will roll out a new ratings system that combines linear TV and digital video audience data, a huge boon for marketers as viewership increasingly shifts to digital.
WarnerMedia’s plan to simultaneously release every 2021 Warner Bros. movie on HBO Max and in theaters as part of its shift to focus heavily on streaming, which will also give the company unprecedented audience data.
eMarketer principal analyst Mark Dolliver, junior analyst Blake Droesch, vice president of content studio Paul Verna, and senior analyst at Insider Intelligence Sara M. Watson discuss how social media might (actually) be regulated, social commerce, the ceiling for Disney+, Snapchat rolling out TikTok competitor "Spotlight," Spotify testing Snapchat-like Stories, Facebook paying UK publishers for news in 2021, why you should never trust a raven, and more.
Disney+ will have nearly 85 million US viewers in 2021, and its low price and regular releases will keep it growing into the future.
Business Insider Intelligence senior research analyst Audrey Schomer, eMarketer senior analyst Ross Benes, forecasting analyst Eric Haggstrom, and vice president of content studio at Insider Intelligence Paul Verna discuss TV: How are sports audiences changing, and how does that affect pay TV? They then talk about T-Mobile's new skinny TV bundle, Roku's Q3 earnings, and live TV streaming prices.
OTT: The number of US subscription over-the-top viewers will grow the fastest it’s grown in five years as the pandemic and streaming wars drive viewership—but growth will decelerate significantly again in 2021.
Shoppable SVOD: NBCUniversal continued its foray into commerce with a streamed shoppable holiday special spinoff of the legacy "Today" program, "Steals & Deals," on Peacock.
eMarketer senior analyst Ross Benes and forecasting analyst at Insider Intelligence Eric Haggstrom discuss the streaming wars. How significant of a player is Amazon Prime Video, really? Can HBO Max reach 50 million subscribers in five years? How should we assess Apple TV+'s first year, as well as the overall video streaming universe?
SVOD: Amazon will remove HBO from its Prime Video Channels offerings, meaning users will need to use the HBO Max app—which could help HBO get the user data it needs to launch its ad-supported tier next year.
Business Insider Intelligence senior research analyst Audrey Schomer, eMarketer senior analyst Ross Benes, and forecasting analyst at Insider Intelligence Eric Haggstrom discuss the streaming wars. How far along is Disney+ after just one year? What might slow down its skyrocketing growth? Can it knock Netflix out of first place? And how will a price hike affect Netflix?
Hulu is increasing the price of its skinny bundle, Hulu with Live TV, by $10 next month. But the service hiked its price by the same amount last year and still grew strongly, so we don’t think it will hurt user growth too much.
The Walt Disney Co. saw strong growth across its streaming platforms, with Disney+ now closing in on 74 million subscribers—but it will have to stay competitive with content and market expansion to keep up momentum.
A little over a year since its debut in the United States, Canada, and the Netherlands, Disney+ is now officially available to consumers in Latin America. Subscribers to the platform will be able to enjoy unlimited access to the company’s vast array of content from Disney, Pixar, Marvel, Star Wars, National Geographic, Fox, and more.