In January, we made a slew of marketing and advertising predictions, from streaming to ad measurement. We already know the elephant in the room—we didn’t even mention generative AI. But the predictions we did make were a mixed bag in terms of accuracy. Here’s a look at how we did.
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| Dec 19, 2023
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| Jan 9, 2024
Source: Morgan Stanley; Variety
Expanded opportunities have made retail media’s rosy forecast even rosier. But retailers and buyers need to address the channel’s measurement, standardization, and complexity challenges.
Report
| Nov 8, 2023
Connected TV (CTV) will be the fastest-growing major ad format in 2023, despite a downward revision in our latest forecast. Time spent on CTV is also showing big gains.
Report
| Apr 26, 2023
HBO Max was the most downloaded US mobile entertainment app in 2021, with 46.0 million downloads and a monster growth rate of 101%. Second-place Netflix saw downloads drop by 15% year over year to 38.0 million.
Article
| Mar 4, 2022
As Bing makes inroads into Google’s lead, it experiments with AI ads: Disney and Roku layoffs and pivots by Twitter and ByteDance dominated headlines this past week.
Article
| Mar 31, 2023
Prime Video gets its first major advertising partner: IPG Mediabrands will get first-look access to new ad formats when Prime Video debuts ads in 2024.
Article
| Dec 8, 2023
On today's podcast episode, our contestants compete in The Great Behind the Numbers Take Off, 2024 video trends edition, where they will try and cook up the most interesting predictions for the coming year. They'll discuss why Amazon will begin its ascension to become the second-most important company in streaming advertising, how more creators and brands will embrace AI to create videos, and what to expect from streaming platform consolidation. Tune in to the discussion with our director of Briefings Jeremy Goldman and analysts Ross Benes and Daniel Konstantinovic.
Audio
| Jan 16, 2024
Ad market and falling pay-TV subscribers have forced the company to significantly cut costs so it can meet its investors' promise of delivering positive earnings growth this year. The question is, is Peacock the right partner for Paramount+? Max is going to argue that it is the right partner for Paramount+. Make the case. Max Willens:.
Audio
| Mar 1, 2024
On today's episode, we discuss why Disney+ lost around 3 million subscribers, how much its new ad-supported tier can move the needle, and whether The Walt Disney Co. is more likely to buy the rest of—or sell—Hulu. "In Other News," we talk about how connected TV (CTV) viewers feel about "enhanced" ad formats and what a new category of video called "accompanying in-stream" is all about. Tune in to the discussion with our analyst Paul Verna.
Audio
| Mar 1, 2023
Bob Iger’s second Disney tenure will change its streaming future: The returning CEOs acquisition-heavy strategy could mean further streaming consolidation.
Article
| Nov 22, 2022
Disney’s blockbuster streaming numbers aren’t cutting it: Despite a whopping 12.1 million subscribers, investor pressure is pushing Disney to dramatically increase ARPU.
Article
| Nov 10, 2022
Streamers won't sacrifice their brands for sports rights: Disney is keeping gambling at arm’s length while Apple and Amazon run from a Saudi golf deal.
Article
| Sep 19, 2022
YouTube will soon sell subscriptions to other streamers: Major rivals like Netflix and Disney are notably absent as YouTube gears up to take them on.
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| Nov 2, 2022
For the first time, we broke out Disney+ and Netflix viewers by age. It’s widely understood Disney programs are usually aimed at youth. Our forecasts give some clarity on how much Disney+ skews toward young people compared with other streaming services.
Article
| Mar 25, 2022
It looks like gambling is coming to ESPN: Disney is reported to be close to striking a deal with sportsbook DraftKings.
Article
| Oct 10, 2022
HBO and the Oscars fought for Sunday’s primetime viewers: The finale of blockbuster show “The Last of Us” aired during Hollywood’s biggest night.
Article
| Mar 17, 2023
On today's episode, we discuss whether Donald Trump's new "Truth Social" platform can make some noise, Facebook rebranding the News Feed, whether LinkedIn is the best social network, Uber and Lyft's rebound, how Apple changed Facebook, an unpopular opinion about Disney, where Valentine's Day came from, and more. Tune in to the discussion with our director of forecasting Oscar Orozco and analysts Blake Droesch and Peter Vahle.
Audio
| Feb 25, 2022
On today's episode, we discuss whether Disney+ is back on track, how to read HBO Max's numbers, and whether Paramount+ can keep up. For "In Other News," we talk about why folks are cutting the cord today and why there's been a boost in ad-supported video-on-demand (AVOD) ad spending. Tune in to the discussion with our analyst Ross Benes.
Audio
| Mar 3, 2022
On today's episode, we discuss some very specific 2022 predictions: Why Amazon is looking to expand into sports media, why TikTok will force YouTube to do something reckless, why Clubhouse might not last the year as a standalone company, how Disney might reposition Hulu, how Apple will re-enter the streaming wars, and more. Tune in to the discussion with eMarketer principal analysts at Insider Intelligence Debra Aho Williamson, Paul Verna, and Andrew Lipsman.
Audio
| Dec 20, 2021
On today's episode, we discuss Peloton's strategy to sell through Amazon, how much people really trust influencers, what to make of The Walt Disney Co.'s new membership program, what to do about a tidal wave of returns, which brand has the least intrusive ads, an explanation of what makes retail apps sticky, how much different countries spend on their militaries, and more. Tune in to the discussion with our vice president of Briefings Stephanie Taglianetti and analysts Dave Frankland and Suzy Davidkhanian.
Audio
| Sep 15, 2022
On today's episode, we discuss the most pressing questions related to The Walt Disney Co.'s streaming platforms: what should we make of the recent price increase announcement, will Hulu soon become a tile within the Disney+ app, and what is the significance of Disney+ expecting to sign up fewer subscribers in the future? "In Other News," we talk about whether streaming will save sports or kill it and why folks are more likely to put TV subscriptions on the chopping block. Tune in to the discussion with our analyst Ross Benes.
Audio
| Aug 17, 2022
HBO and Discovery+ going to the “Max”: Combined streaming service kicking off in May will bring new business leads for advertisers. Read online.
Article
| Apr 12, 2023
Discovery say the new service won't violate any current agreements with the NFL or NBA or traditional pay TV distributors. The league's obviously going to comb through the details and make sure that's true, but I was wondering whether this means-. Ethan Cramer-Flood:. But that's current deals.
Audio
| Feb 16, 2024
The range of costs per thousand on major US streaming services is narrowing as new entrants Netflix and Disney+ come down from their initial ad-tier launch highs in late 2022.
Report
| Oct 6, 2023