DECK PENDING - 01/31/2025
The price of its Mississippi data centers jumped 60% as infrastructure expenses rise for AI and cloud computing—costs that may trickle down to businesses and consumers.
Video's near-future trends are taking shape—as digital pay TV loses its momentum, livestreaming ecommerce is gaining traction.
With cable in decline, Comcast bets on hybrid strategy: Peacock revenue grows, but subscriber slowdown raises questions ahead of its NBA media rights rollout.
Streaming video prices were up 12.6%, well above the 3.6% consumer price index (CPI) increase, per an ĢAV analysis.
In 2024, traditional TV accounted for less than half of US total video subscription revenues for the first time. Its share of video subscription revenues will slip to about one-third by the end of our forecast in 2028.
Nielsen ends panel-only ratings as big data becomes the norm: Recent MRC accreditation sets the stage for a new era of measurement.
Viewership of children’s cable programming declined significantly in the past decade. Nickelodeon, Disney Channel, and Cartoon Network lost more than half of their total viewership between 2016 and 2023, according to Nielsen.
CNN isn’t done with streaming: In a memo announcing layoffs, CEO Mark Thompson said a standalone streaming service is coming.
Netflix’s ad business reaches maturity: The company is launching its own ad tech stack ahead of Upfronts.
X hopes video can reverse declines: A video tab is part of the company’s bet to attract users and advertisers.
Netflix’s Q4 revenues rise 16%: Record 19M new subscribers boost ad-tier uptake and live sports engagement.
Nielsen earns a big measurement accreditation: Its Big Data + Panel product will help it remain on top in 2025 Upfronts.
Amazon scores a win with “Beast Games”: The reality series from controversial YouTuber MrBeast attracted 50 million viewers.
Disney+ Hotstar to stream Coldplay’s record-breaking India concert: The event signals its push beyond sports to premium live entertainment.
AI firms are paying for raw footage, offering creators extra cash—but with low payouts and growing privacy concerns, is this a good deal or a short-term play?
Tubi will get a big boost from a free Super Bowl broadcast: Fox is looking to grow its FAST service with free access to the big game.
NBC launches early NBA campaign: $2.4 billion annual rights deal includes WNBA games, Peacock exclusives, and 'Sunday Night Basketball' debut in 2026.
DirecTV wants a piece of the post-Venu streaming world: The pay TV provider is repositioning itself, but pricing could be a hurdle.
Among an industry-diverse group of winning platforms, Netflix will emerge with the fastest digital ad revenue growth this year.