Forecasts
| Aug 25, 2023
Source: Insider Intelligence | eMarketer
Forecasts
| Aug 25, 2023
Source: Insider Intelligence | eMarketer
Forecasts
| Aug 25, 2023
Source: Insider Intelligence | eMarketer
Forecasts
| Aug 25, 2023
Source: Insider Intelligence | eMarketer
Chart
| Feb 1, 2024
Source: EMARKETER
Chart
| Feb 1, 2024
Source: EMARKETER
Chart
| Feb 1, 2024
Source: EMARKETER
Chart
| Jan 4, 2024
Source: MediaPost Communications; Moffettnathanson
Sunday Ticket propels YouTube TV to 48% growth: The pay TV service has seen subscriptions jump significantly since it acquired the costly streaming rights.
Article
| Nov 13, 2023
Disney and NBCU signal a major shift in CTV ad buys: Both are working with The Trade Desk to make inventory available programmatically.
Article
| Mar 21, 2024
Forecasts
| Feb 8, 2024
Source: Insider Intelligence | eMarketer
On today's podcast episode, we discuss how the upcoming giant sports streaming service from Fox, Warner Bros. Discovery, and ESPN benefits The Walt Disney Co.; what will happen when Hulu and Disney+ combine; and why Disney is now choosing to invest so much in Epic Games. "In Other News," we talk about what to make of Roku's current market position and what YouTube Premium has taught us about ad-free video. Tune in to the discussion with our analyst Ross Benes.
Audio
| Mar 7, 2024
Netflix will generate more than $14 billion in US OTT subscription revenues this year, more than any other company. Disney will come closest to Netflix, but that’s after Disney+, Hulu, and ESPN+ revenues are combined. Netflix will account for more than one-fifth of total OTT subscription revenues this year; no other service comes close.
Article
| Feb 29, 2024
WBD, Fox, Disney team up to shake up sports streaming: The companies will launch a Hulu-like streaming venture with access to each network’s linear sports content.
Article
| Feb 8, 2024
That plus their strong overall subscription numbers and pay TV service gives Hulu a higher average revenue per user figure than most streamers. Then third, we estimate that Hulu has the third most viewers, not subscribers, but viewers of any streaming platform, paid or ad free, in the US behind the usual suspects, Netflix and Amazon Prime Video, and also they've got Hulu with live TV.
Audio
| Nov 28, 2023
The Walt Disney Co.’s recent moves, including the full acquisition of Hulu and adjustments in its content investment strategies, underscore a pivotal phase for the growth of the entertainment giant’s streaming business.
Article
| Dec 1, 2023
Digital pay TV services are a hybrid of TV and streaming. Because digital pay TV is streamable and digitally delivered, it can be viewed as OTT. But its subscription fees, advertising structures, channel lineups, reliance on live sports, and retransmission negotiations mimic pay TV. For these reasons, digital pay TV can be analyzed separately. The digital pay TV market is growing steadily.
Report
| Feb 22, 2024
Pay TV: Sometimes called cable TV, pay TV refers to TV bundles and digital live TV services. In 2024, 157.1 million people will be pay TV viewers, per our February 2024 forecast. These are divided between traditional and digital pay TV viewers.
Article
| Apr 1, 2024
In an effort dubbed “No Locals,” DirecTV is attempting to lower the cost of pay TV by giving consumers a discount if they remove local, over-the-air (OTA) TV stations from their package. Consumers who take advantage of the offer will see up to $140 in savings yearly, per DirecTV. The argument: Pay TV viewership is declining.
Article
| Mar 19, 2024
US OTT subscription revenues (including digital pay TV services such as YouTube TV and Sling TV) are on track to overtake traditional pay TV subscription revenues in 2025 for the first time, per our forecast. Traditional pay TV subscription revenues will continue to decline through the end of our forecast period in 2027.
Article
| Mar 7, 2024
In 2023, non-pay TV viewers (the sum of cord-cutters and cord-nevers) will surpass traditional TV viewers for the first time. As more and more streaming content is served on ad-supported services, CTV ad spending trends will track viewership of non-pay TV. To view the forecast for traditional pay TV viewers, click here, and to view the forecast for non-pay TV viewers, click here.
Report
| Dec 6, 2023
As recently as 2018, the vast majority of US households had both a CTV device and a traditional pay TV subscription (cable, satellite, or telecom). Since then, traditional pay TV has declined precipitously, while CTV has climbed steadily. Digital pay TV viewership has also ascended in recent years, but nearly everyone in that cohort of households will be watching via a CTV device as well.
Article
| Apr 15, 2024
TikTok’s premium ad placements get Disney’s stamp of approval: The app will host a monthlong Disney content hub.
Article
| Oct 17, 2023
While live sports streaming won’t alleviate this issue, digital pay TV allows advertisers to measure how their ads perform across channels. The platforms that can provide the best measurement and attribution, whether on their own or with partners, will rise to the top of the live sports streaming playing field. Approach live sports streaming with a full-funnel strategy.
Article
| Mar 14, 2024
Methodology: Estimates are based on the analysis of survey and web traffic data from research firms and regulatory agencies, sales projections, historical trends, company-specific data, reported subscriber numbers of major pay TV providers, and demographic and socioeconomic factors.
Article
| Apr 19, 2024