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On today's podcast episode, we discuss what a completely Walt Disney Co.-owned Hulu will look like, if the entertainment giant has a Marvel problem, and whether Disney+ can ever rival Netflix for the subscriber crown. "In Other News," we talk about why Roku's revenues and streaming hours are doing particularly well and why Warner Bros. Discovery's ad revenues and subscriber growth are not. Tune in to the discussion with our vice president of content Paul Verna.

It’s becoming more expensive for streaming viewers to avoid advertising. Netflix, Disney+, and others have raised subscription prices over the past several months.

56% of US adults think ad breaks on free-ad supported streaming TV (FAST) services should be under 30 seconds, according to an August 2023 ViewNexa survey.

It’s been a year since Netflix launched its “Basic With Ads” tier, joining an increasingly cluttered landscape of ad-supported streaming platforms. Netflix leveraged a year of solid connected TV (CTV) ad spend growth, cost-conscious consumers, and Hollywood strikes that emphasized the value of a deep existing catalog to grow its ad supported plan to 15 million global monthly active users, according to a company post. Here’s a look at what’s new, what’s working, and what needs more attention at Netflix.

Sunday Ticket propels YouTube TV to 48% growth: The pay TV service has seen subscriptions jump significantly since it acquired the costly streaming rights.

32% of US adults are watching subscription video-on-demand (SVOD) services less because they are watching more on free streaming services, per a July 2023 Aluma Insights survey. For 34% of US adults, viewing behaviors across streaming services haven’t changed as a result of free streaming services.

Connected TV (CTV) ad spend will exceed $30 billion in the US next year, according to our forecast. At a growth rate of 22.4% YoY, that makes CTV one of the fastest-growing ad formats we track. But where those ad dollars are coming from isn’t so simple.

On today's podcast episode, we discuss how much audiobooks can move the needle for Spotify, how engaging its app is versus Netflix and TikTok, and how much of its podcast success is tied to Joe Rogan. "In Other News," we talk about how badly AI can hurt your company's customer service and why Google has called for a ban on personalized ads for minors. Tune in to the discussion with our analyst Daniel Konstantinovic.

YouTube’s anti-ad blocking campaign sparks a user outcry: The company is raising ad-free pricing in multiple markets shortly after banning ad blockers.

On today's podcast episode, we discuss the ongoing antitrust trial between Google and the Department of Justice, why Google should be looking over its shoulder at Amazon, and what to make of YouTube's most recent performance. "In Other News," we talk about why Google Maps is becoming more like Search and the most important thing going on in affiliate marketing. Tune in to the discussion with our analyst Max Willens.

Roku posts strong Q3 revenues growth, attributes to content, ads, and new TVs: ARPU drops as losses mount, but the company remains optimistic amid streaming challenges.

Best Buy, TikTok take diverging approaches to live commerce: But getting viewers to tune in remains a serious challenge, regardless of whether retailers focus on education or entertainment.

On today's special podcast episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We keep a running score and will crown a winning team at the end of the year. Today, we cover how Amazon's second Prime Day got on, how Americans feel about AI rules, and all the ways Netflix is trying to make money. Tune in to the discussion with this month's contestants: our analysts Sky Canaves, Daniel Konstantinovic, and Yory Wurmser.

The majority (65%) of US consumers say that two or three ad breaks per 1 hour of free ad-supported streaming TV (FAST) are acceptable, according to a ViewNexa survey.

On today's podcast episode, we discuss how Netflix's ad business is coming along; the streaming giant's first live sports broadcast; and its new retail, dining, and live experience destinations. Tune in to the discussion with our analyst Daniel Konstantinovic.

Alphabet's Q3 revenues hit $76.7 billion: Growth driven by Google Search, AI innovations, and YouTube ads.

Netflix’s time spent exceeds its ad revenues the most. YouTube leads in time spent and ad revenues. Amazon will make a big splash in streaming advertising.

Amazon merchants could give it a leg up in the AVOD race: The company has offered to fund ad production for brands that buy at least $15,000 in video commitments.

ByteDance's CapCut dives into the business sector: The popular app is introducing AI-driven tools to help content marketers.

TikTok’s premium ad placements get Disney’s stamp of approval: The app will host a monthlong Disney content hub.