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It's behind Netflix and Hulu in terms of average time spent by users, but it has a lot more users than either Netflix or Hulu, or any streaming platform or any social network including TikTok for that matter.

In the US, there are nearly two smartphone game players for every PC, tablet, or console player. The difference in time spent is much narrower, though. We estimate that the average US adult plays mobile games 24.4 minutes per day, or 40.2% of their total time spent on video games. Mobile games rely less on advertising than in the past.

If they can keep the next media rights package for a major sport from going to YouTube or Netflix or Amazon, the answer is 10. This was basically a defensive move I would say that these guys made, and if it succeeds on those terms, then it is a success. Marcus Johnson:. Ethan. Ethan Cramer-Flood:.

And so folks, 46% of US households have cable. And after you cut the call, you've got to find out where your favorite teams live in the streaming world. And I think it would be cool if you had a JustWatch, but for sports. Have you guys heard of the site, JustWatch? You basically go to it, you can type in... There's a US, there's a UK version, there's probably others as well.

I wonder how many people know that Netflix has an ads tier because it's still so new, or Disney Plus for that matter. And there was some research to back that up, Morning Consult finding that most folks don't know these social media subscriptions exist as of March.

Their Netflix use is pretty high. Their Disney+ use is, they're third in place, which I think is not surprising given how voraciously Millennials and Gen Z'ers consume video.

As he mentioned, and we agree, only Netflix draws more time and attention from its users than Hulu does among this category. TikTok also would be ahead of Hulu, but they probably don't consider TikTok to be direct competitor. Hulu way, way ahead of platforms like Amazon Prime Video and Disney Plus, which is relevant to this conversation.

I think that it's tidier and more graphs than Max for example, or Netflix. But if it all gets broken down and sold for parts, I just think that the name disappears. I guess it's going to remain with the studio the longest. That's likely because that's where the association is. Its strongest. Paul Verna (09:21):.

You have YouTube beating out Netflix in terms of watch time, and all of these things have served to really make marketers realize that this is a space that we need to be working in. I will say though that not every CMO, not every brand is rushing towards creators and influencers with open arms. There's still quite a bit of hesitancy.

I think Pinterest's partnerships with those two giant companies are potentially a big piece of helping us answer that question. It's going to be interesting to watch those evolve over the next 12 months. Marcus Johnson:. Minda? Minda Smiley:. Yeah, I said the same.

Well, Paul, you were saying about Netflix and Disney already being involved in this.

So if I look at the numbers, so quarter over quarter, 14 million of that 37 million DAU growth came from the rest of world region, and 19 million came from APAC, compared to just three million from Europe and only one million from US and Canada. So that goes back to the story where people tend to look at Europe, US, and Canada and go, "Oh, Facebook is not growing."

On today's podcast episode, we discuss what happens next now that sports-focused streaming service Venu Sports has been blocked, how to get customers onboard with your AI-infused products and services, how the streaming bundle is changing, the US considering a breakup of Google to address its search monopoly, the most sort after plane seats, and more. Tune in to the discussion with host Marcus Johnson, director of reports editing Rahul Chadha and analysts Ross Benes and Max Willens.

But yeah, I think Comcast has done, they have had a deal with Netflix in the past where you could subscribe to Netflix through your cable TV subscription.

Not that it's not smart enough to know what I need, but I guess maybe then it comes up on my Netflix. I don't know where I would see the product, I guess is what I'm saying. Marcus Johnson:. Mm-hmm. Blake. Blake Droesch:. Yeah, I agree that it seems like a half-baked idea.

She notes that the White House and the FCC, Federal Communications Commission, have just started the new U.S. cyber Trust Mark program, which will place a shield logo label on internet-connected devices that meet the U.S. government's cyber standards for Internet of Things, IoT products as early as next year.

Because that's a very broad category and that could include everything from TikTok to now Netflix to traditional TV, right down the line. The other thing is when we talk about the share, that means that it's being measured against a base and we don't know what that base is.

On today's podcast episode, we discuss which app experiences best transfer over to the new Apple Vision Pro mixed reality headset, whether instant AI-generated videos will be a hit, department stores' path to relevancy, if folks are ready for shoppable media, how marriage is changing in the US, and more. Tune in to the discussion with our analysts Ross Benes, Bill Fisher, and Carina Perkins.

We've said it before, Netflix, that's really where they shine, right? And why reading a few of the articles you sent over and Marcus, a lot of consumers, they're willing to give up pretty much on any other service.