Video

Apple TV+ competes on quality: Meanwhile, Prime Video is adjusting its strategy, while Disney+ maintains the status quo.

On today's episode, we discuss how much Netflix and Disney+ will make from ads, what Snapchat+ is, how best to prevent customers from leaving you and trading down, Facebook's algorithm change to take on TikTok, why Apple and Google are coming for your car, an unpopular opinion about email newsletters, what the new "Squid Game" game show will look like, and more. Tune in to the discussion with our analysts Suzy Davidkhanian and Max Willens and director of reports editing Rahul Chadha.

Among major streaming video platforms, Peacock is the one where US subscribers are most likely to have the ad-supported version. Just 20% of Peacock subscribers shell out for the ad-free tier.

Warner Bros. Discovery cuts costs and preps for advertising cool-off: The media giant is slashing 1,000 jobs from its global ad sales team.

Those waiting for a bid from Amazon are going to hear crickets: The digital giant won’t pay up to $7.7 billion to win streaming rights for Indian Premier League cricket matches.

On today's episode, we discuss the current diagnosis of Netflix—are their best days behind them, what will they need to do to keep the competition at bay, and what should we make of the rumored acquisition of Roku. "In Other News," we talk about YouTube making it easier to interact with the app on connected TVs (CTVs) and the prospect of its new frequency-capping solution. Tune in to the discussion with our analyst Ross Benes.

Netflix and Roku are the right match at the wrong time: A rumored merger makes sense on the surface, but not in the current landscape.

On today's episode, we discuss how close Disney+, HBO Max, Paramount+, and Peacock are to catching up with Netflix. "In Other News," we talk about the biggest takeaways from this year's upfronts and NewFronts events and how much waste is taking place in linear TV ads. Tune in to the discussion with our analyst Ross Benes.

Warner Bros. Discovery could use its size to boost ad costs: Media powerhouse seeking higher prices for its content in initial upfront talks.

Upfront spending is flowing toward streaming services. Upfront CTV ad spending will grow by 34.6% to $6.41 billion this year. For context, that’s about how much we had predicted in our inaugural forecast would be spent on total CTV advertising in 2019.

Sony’s service game push could be good for advertisers: The lucrative model could be a platform for its rumored ad program

While traditional TV ad spending will struggle for growth in the coming years, digital video will not. A portion of digital video spend will go to the nascent CTV space, but traditional broadcasters are also developing their own streaming services (with BVOD ad spend rising at a far faster rate than traditional TV spend). Overall, the advertising opportunity for CTV remains small.

This year, TikTok will surpass YouTube in terms of time spent by their respective adult users in the US. The short-video app will see 45.8 minutes per day from its average adult user, edging out YouTube, at 45.6 minutes.

Netflix’s spending changes are affecting its brand: Fallout from layoffs and difficulty producing hits are forcing the streamer to reexamine its image.

Content edits aren’t off limits for brand safety: Disney+ has removed several controversial scenes and lines from content as it ramps up its ad launch.

Rising costs and economic uncertainty are contributing to a reconsideration of streaming’s future. Streaming services are under pressure to attract consumers and retain them, all while inching toward profitability.

Netflix is playing catchup with its younger competitors: The platform began building livestream capabilities while competitors launch completed products.

Netflix speeds up its ad rollout, but uncertainty still swirls: An internal note shows Netflix preempting concerns that rushed ads could harm its brand.

Advertisers and platforms identify Hispanic media as a growth opportunity: TelevisaUnivision, NBCUniversal, and Canela are among the players looking to strengthen their relationships with this demographic group.

The recent influx of premium streaming services is changing the way people access movies and TV shows. In the US, 18% of US paid video subscribers purchase just one streaming service, down 17 percentage points from 2019. By contrast, 35% currently pay for four or more services, up 24 percentage points from three years ago.