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Over half (51%) of US children recall seeing commercials on YouTube recently, the top platform for recognition across multiple digital channels, according to an October 2023 survey from Precise TV.

We believe Netflix remains the most watched service in the world, but it is not alone at the peak.

This was a mixed quarter for Apple鈥檚 streaming ventures. The streaming market is approaching saturation in North America, leaving services scrambling to fight over a shrinking pool of consumers. In response, Apple partnered with Amazon to make Apple TV+ available on Prime Video in the hopes of increasing subscriptions.

Streaming digital video is the first digital habit Gen Zers picked up, as they were too young to use social media. Households with Gen Zers stream 17.2% more than total households, according to Comscore鈥檚 May 2024 survey. It also helps explain their fondness for video-based social media, such as TikTok. Not all digital video types are equal.

They鈥檙e saving $250 a month on average by cutting back on key discretionary categories like dining out (cited by 56% of consumers), online shopping (49%), apparel (46%), and streaming subscriptions (42%). The context: Many consumers are on a shaky financial footing.

The UMG deal underscores the power struggle between streaming platforms and record labels, with investors eager to assess its financial impact. With strong pricing flexibility and tighter cost controls, Spotify appears well-positioned for long-term profitability鈥攅specially as it continues to monetize its non-podcast media efficiently.

Sub OTT streaming services are extraordinarily popular in the US, but until recently, many of the largest platforms were inaccessible to advertisers. Because of this, the medium features low ad revenues and high time spent鈥攖he biggest gap of any digital media category we track. Netflix is the primary example of this phenomenon.

On today's podcast episode, we discuss what TV even is anymore, how the redefining of TV is reshaping marketers' approach, and why not all data is created equal. "In Other News," we talk about why live TV is the new streaming and the real reason Walmart bought TV-maker Vizio. Tune in to the discussion with our analyst Ross Benes and Alison Gensheimer, head of Nielsen marketing.

Apple's 13 Oscar nominations for 'Killers' and 'Napoleon' underscore its $700 million film investment: The strategy enriches its Hollywood presence and streaming allure.

鈥淎mazon is in such a unique position to give us an idea of broader consumer sentiment because of their scale and reach,鈥� our analyst Sarah Marzano said on an episode of the 鈥淏ehind the Numbers: Reimagining Retail鈥� podcast. This year, nearly three-quarters (72.7%) of all US households will be Prime members, according to our July 2024 forecast. 鈥淚f we examine the behaviors that emerge from Prime Day, we get a good sense of how consumers are feeling.鈥�

One of them, which people have started doing to replace the new TV is watching subscription streaming services and Ethan, your next trend is about this. Ethan Cramer-Flood (12:18):. Yeah, I'll keep going on this one.

The 2023 Hollywood strikes prompted Netflix to prioritize unscripted content in 2024 (rival Max also brought unscripted content to its streaming service following the Warner Bros. Discovery merger). Our take: Netflix鈥檚 hefty spending on 鈥淪tranger Things鈥� and other costly originals helped it establish a reputation as a streaming service with high-quality content.

Success will rest on effectively transitioning viewers from current rightsholders while capitalizing on Peacock's streaming capabilities. Sports programming will become an increasingly vital revenue stream for NBC as parent company Comcast plans to separate the broadcast network from its cable channels.

In a blog, Amazon touted the feature as one that increases Prime Video鈥檚 convenience and allows users to enjoy the streaming experience without the inconvenient need to rewind if they walk out of the room or leave the app if they need a refresher.

The streaming platform said using AI for coding assistance, general operating tasks, and content moderation management reduced costs and improved productivity in 2024. Spotify also said that using Google NotebookLM helped it quickly produce an AI-generated podcast addition to its Wrapped campaign, which received a mixed reaction from users.

驰辞耻罢耻产别鈥檚 streaming lead is solidified: The platform enjoyed a yearlong reign as the leading streaming service, strengthening its position in measurement negotiations.

Streaming subscription and licensing revenues also climbed 10%, suggesting growing demand for streaming service ViX. Political ad beneficiary: The contentious US presidential election has seen both major candidates fighting to win the crucial Hispanic community, making TelevisaUnivision鈥檚 media properties valuable channels for reaching voters.

All eyes are on streaming. Last year, non-pay TV viewers surpassed traditional pay TV viewers in the US, per our forecast. Years of streaming platform proliferation are over, yielding to consolidation and fragmented ad measurement. Bundles between streaming platforms and partnerships with retail media platforms are forming, leaving media buyers with a headache over how to strategize.

Streaming and pay TV service memberships could be affected by the rule. While streaming services typically offer more straightforward cancellation methods than other industries and services, pay TV services like DirecTV often require customers to call a phone number鈥攁 method that click-to-cancel would prohibit.

The total includes separately branded Twitch and Freevee streaming services. Disney also surpasses 10% when its separate brands鈥擧ulu, ESPN, and Disney+鈥攁re combined. Hulu and Disney+ together will capture 10.8% of CTV ad sales in 2026. We do not have an estimate for ESPN ad revenues.

On today's podcast episode, we discuss what the hell happened鈥攁nd is happening鈥攖o online ads, whether the video streaming boom is officially over, the next big wearable category, what happens when the First Amendment collides with social media, what the world would look like if there were only 100 people, and more. Tune in to the discussion with our forecasting writer Ethan Cramer-Flood and analysts Ross Benes and Blake Droesch.

Leading streaming services have invested heavily in both scripted and unscripted content production, with scripted series 鈥淪quid Game鈥� and unscripted 鈥淟ove is Blind鈥� ranking as two of Netflix鈥檚 most popular offerings.