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Video

Apple’s sports ambitions take a hit: YouTube TV has won NFL Sunday Ticket rights over the consumer tech giant.

Ad-supported video-on-demand (AVOD) viewing will reach more than half of the US population in 2026, up from 41.8% this year, per our forecast.

Netflix’s lead in viewership over other services isn’t as large as it once was. But Netflix is still streaming’s king.

Before the pandemic, Roku, Hulu, and YouTube made up about half (45.9%) of the US connected TV (CTV) ad market. That market has expanded significantly. Despite solid US CTV ad revenue growth across all three companies, their combined share will account for around one-third of the $26.92 billion that will go to CTV in 2023.

US government intensifies stance against TikTok: A permanent ban from government devices could push the public sector to further remove TikTok from devices. But some fear the service is too big to fail.

Netflix experiences growing pains as an ad platform: It misses some viewership guarantees by a mile—though it’s trying to make up for it.

There were 559 original scripted TV series made in the US in 2021, according to FX Networks. That’s more than twice the number made a decade prior.

Amazon is the latest company to copy TikTok: The retailer is adding a continuous, shoppable feed to its app to enhance product discovery and grow sales.

We believe Netflix remains the most watched service in the world, but it is not alone at the peak.

Time spent with cable and broadcast TV is decreasing, a trend that’s been particularly pronounced over the past year. Streaming accounted for 36.9% of US time spent with TV as of September 2022, up from 27.7% in the same month in 2021, according to Nielsen. Streaming stole share from all other TV categories.

Walmart, TalkShopLive, Qurate expand livestream commerce options to bring in holiday shoppers: But celebrity guests may not be enough to overcome limited consumer adoption and awareness.

Next year, connected TV (CTV) ads will move from conception to creative to production faster. That’s according to Michael Hopkins, vice president of go to market at MNTN, who spoke this week on our “Behind the Numbers: The Daily” podcast.

We project over half of the US population will be watching content from at least one ad-supported streaming service monthly by 2026, up from 41.8% in 2022.

Global digital video ad revenues will top $360 billion in 2027, according to Omdia. That’s up more than $170 billion from this year. By contrast, video subscription revenues will rise about $30 billion over that period and remain below $120 billion in 2027.

Bob Iger’s second Disney tenure will change its streaming future: The returning CEOs acquisition-heavy strategy could mean further streaming consolidation.

Digital video viewership is being propped up by connected TVs (CTVs), which allow for easy access to streaming apps on the biggest screens in households

Despite the Basic With Ads subscription tier being released just two weeks ago, we’re forecasting Netflix will see US ad revenues of $830 million in 2023, growing to $1.02 billion in 2024. It’s an impressive acceleration in ad revenues, but it puts the company behind a few streaming rivals.

Even as we approach a potential ad spend winter, connected TV (CTV) advertising is in decent shape. Netflix and Disney+ just joined the ad-supported streaming game. Cord-cutters are outpacing pay TV viewers. And YouTube is increasingly watched on CTVs. These five charts offer a closer look at CTV’s past, present, and future.

YouTube’s ad frequency capping solution should help campaign ROI: The video giant cites data suggesting advertisers can earn better returns by showing fewer ads.

We expect US subscription OTT video ad spending to near $10 billion and account for 3.4% of all digital ad spending—and 10.2% of total video ad spending—by the end of 2023.