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Our take: Disney is likely to find another favorable outcome in its clash with DirecTV, further diminishing pay TV鈥檚 standing in the complex video marketplace. Venu Sports has been shelved for now, but it鈥檚 potential launch could pose a significant threat to linear TV鈥檚 remaining crown jewel: live sports.

Amazon鈥檚 $1.8 billion ad milestone solidifies a streaming leader: The launch of ads on Prime Video and Thursday Night Football are responsible for a meteoric rise.

Why it matters: This change is a major step for YouTube as it seeks to compete with other short-form video platforms by offering more flexibility to content creators鈥攁nd demonstrates the ongoing excitement of the format. Over 72.6% of US social shoppers have seen shopping-related short-form videos, such as Instagram Reels, making them the most popular type of content in social media shopping鈥�.

Almost 60% of Gen Alpha parents said that their kids discover new brands and products through YouTube videos, per the Morning Consult report. More importantly, they remember what they see there: YouTube is the top channel where US kids ages 2鈥�12 remember seeing ads, according to an October 2023 Precise TV survey. How can marketers keep Gen Alpha engaged?

Connected TV (CTV) and streaming services will make new inroads this year to further capture audiences and enhance offerings to marketers. Precise measurement and predictable buys are giving those that opted out of linear TV the confidence to invest in streaming.

Moving forward, Apple will focus more on streaming content, though it still plans to make one or two big-budget films a year, including the highly anticipated 鈥淔1鈥� starring Pitt. In a Variety interview, AMC Entertainment CEO Adam Aron was upbeat after a tough year of bankruptcy rumors and debt repayment concerns. AMC secured a five-year extension with 150 lenders to refinance its long-term debt.

On today's episode, we discuss how brands are reacting to the overall macro-environment and what they are doing to be successful, how you should think about video and audio as another acquisition channel, the importance of incrementality measurement, what the move to ad-supported streaming means for both publishers and advertisers, and more. "In Other News," we talk about how Netflix With Ads is doing after its first month and whether advertising in the sky will become a thing. Tune in to the discussion with our director of briefings Jeremy Goldman and Stefanos Metaxas, chief strategy officer of Bliss Point Media (now part of Tinuiti).

CEO Mark Thompson has emphasized video as central to CNN's future, envisioning its infusion across streaming, FAST channels, and digital platforms. This paywall rollout marks a more cautious attempt to monetize digital content after the failure of CNN+, the network鈥檚 previous foray into subscription-based services, which shut down shortly after its launch.

ChatGPT Plus, which currently costs $20 a month, could follow the lead of popular streaming services that periodically raise prices with hopes that customers will pay extra to retain their subscriptions. Unlike video- and music-streaming services, OpenAI has no existing ad-supported model鈥攖acking ads onto the ChatGPT Plus experience could be seen as hostile to users.

To overcome account opening headwinds, credit card marketers can explore credit card subscriptions, net worth data collection, and wallet-first cardholder experiences.

The Video Privacy Protection Act prohibits publishers from providing content-level data that鈥檚 linked to a specific viewer. Used correctly, privacy-enhancing tech like data clean rooms can help alleviate legal risk. But the prospect of microtargeting is the bigger obstacle. Given more granular reporting, buyers might overoptimize toward certain placements.

The addition of voice and vision interaction pushes Microsoft鈥檚 AI assistant to new heights, boosting its competitive edge in the rapidly evolving AI landscape.

Streaming investments drive Paramount鈥檚 layoffs: the company struggles to balance growing debt with declining traditional TV ad revenues.