On today's episode, we discuss why Google's advertising business has slowed, the significance of YouTube's growth going in the wrong direction, and what to expect from Google in Q4 and beyond. "In Other News," we talk about Apple Search Ads' market share and why live sports may not be that big of a driver of pay TV subscriptions. Tune in to the discussion with our analyst Max Willens.
Audio
| Nov 7, 2022
TV networks and streaming services are becoming more selective about producing new content. As a result, reruns of licensed shows and streamed live sports will become more important to marketers.
Report
| Mar 11, 2024
There are, however, significantly more ad-supported streaming viewers than there are pay TV viewers, and that gap will only widen by the end of the forecast period in 2027, Benes noted. By then, there will be about double the ad-supported streaming viewers as there will be linear TV viewers. In the past, TV networks have recovered cord-cutting losses by raising ad prices.
Article
| Nov 21, 2023
On today's episode, we discuss whether Netflix's password-sharing crackdown is actually working out, why the company got rid of its basic ad-free plan, and whether sticking to sports-adjacent programming is the right move. "In Other News," we talk about whether The Walt Disney Co. might be bailing on TV too soon. Tune in to the discussion with our analyst Daniel Konstantinovic.
Audio
| Aug 1, 2023
In 2023, the number of US scripted series declined by 14% over the prior year, according to FX Networks. For years, content production soared, with gains occurring nearly every single year. The drop-off that occurred last year is unprecedented.
Article
| Mar 19, 2024
Pay TV will give way to streaming as cord-cutting accelerates. Pay TV is losing viewers to streaming services in Latin America, but it’s not doom and gloom—for now. In certain countries, consumers still consider paid streaming services to be complementary to their pay TV subscription. Brazil is shedding pay TV viewers at an alarming rate.
Report
| Mar 30, 2023
By the end of 2027, US households without any form of pay TV will outnumber those with some form of pay TV. In this comparison, pay TV includes both traditional pay TV and digitally delivered services known in industry parlance as virtual multichannel video programming distributors (vMVPDs). The revolution will be connected.
Report
| Mar 31, 2023
TikTok is intent on growing livestream sales: The platform plans to open live studios and is testing ways to make all content shoppable, even as retailers shift focus to shoppable TV.
Article
| Jan 30, 2024
Chart
| Sep 1, 2022
Source: eMarketer
Chart
| Sep 1, 2022
Source: eMarketer
Chart
| Sep 1, 2022
Source: Insider Intelligence | eMarketer
Chart
| May 1, 2022
Source: eMarketer
Chart
| May 1, 2022
Source: eMarketer
Forecasts
| Oct 20, 2022
Source: eMarketer
Pay TV and broadcast TV were the dominant methods of content consumption in Latin America for decades, but they are succumbing to free ad-supported platforms like YouTube, according to our survey. Consumers still consider pay TV a complementary service, for now. It was the second-most watched content type among mobile video viewers, trailing behind free digital video by 2.3 percentage points.
Report
| Apr 20, 2023
Estimates are based on the analysis of survey and web traffic data from research firms and regulatory agencies, historical trends, reported subscriber numbers of major pay TV providers, and country-specific demographic and socioeconomic factors.
Report
| Apr 19, 2023
Apple's 13 Oscar nominations for 'Killers' and 'Napoleon' underscore its $700 million film investment: The strategy enriches its Hollywood presence and streaming allure.
Article
| Mar 8, 2024
The US pay TV population—those who are reachable through traditional cable, satellite, or telecom and fiber options—has dwindled to about 60% of its 2013 peak size, per our forecast. Non-pay TV viewers will for the first time outnumber pay TV viewers in 2023. As ad-supported video-on-demand continues to proliferate, measurement won’t get easier.
Report
| Apr 11, 2023
Forecasts
| Nov 30, 2023
Source: Insider Intelligence | eMarketer
Forecasts
| Feb 28, 2024
Source: Insider Intelligence | eMarketer
Forecasts
| Feb 28, 2024
Source: Insider Intelligence | eMarketer
Chart
| Mar 3, 2023
Source: Leichtman Research Group Inc. (LRG)
516 US original scripted TV series were released in 2023, down from 600 in 2022, according to February 2024 data from FX Networks.
Article
| Feb 22, 2024
Chart
| Feb 1, 2023
Source: Insider Intelligence
Chart
| Oct 21, 2022
Source: Leichtman Research Group Inc. (LRG)