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MrBeast鈥檚 season of scandal dampens Prime Video鈥檚 game show plans: A class action lawsuit alleges sexual harassment on the set of a game show aimed at young audiences.

The rise of OTT streaming and short video on social media has propelled a rapid increase in video advertising for most industries. Retail lagged far behind the average in video ad spending, but it has started to close the gap over the past five years.

Netflix will generate more than $14 billion in US OTT subscription revenues this year, more than any other company. Disney will come closest to Netflix, but that鈥檚 after Disney+, Hulu, and ESPN+ revenues are combined. Netflix will account for more than one-fifth of total OTT subscription revenues this year; no other service comes close.

On today's podcast episode, we discuss how the upcoming giant sports streaming service from Fox, Warner Bros. Discovery, and ESPN benefits The Walt Disney Co.; what will happen when Hulu and Disney+ combine; and why Disney is now choosing to invest so much in Epic Games. "In Other News," we talk about what to make of Roku's current market position and what YouTube Premium has taught us about ad-free video. Tune in to the discussion with our analyst Ross Benes.

As Latin America鈥檚 digital revolution marches on, advertisers and retailers must keep pace with how and where consumers are spending their time鈥攁nd money鈥攊f they wish to maintain a competitive edge in today鈥檚 rapidly evolving business environment.

In the third of five reports in our 鈥淧ayments Ecosystem 2024鈥� collection, we unpack how the lines between POS hardware and software are disappearing as providers push the innovation envelope.

Targeting video audiences is now much easier, with ad-supported tiers available from many of the OTT streaming players, and holistic targeting tactics marketed by publishers and embraced by agencies. Why is it important to stay on top of this topic? Evolving consumer behavior. For the past decade, there鈥檚 been a significant migration to a growing number of digital video options.

That said, while maintaining its reputation as the gold standard in streaming, Netflix faces stiff competition and the challenge of keeping its content strategy fresh and appealing.

Amazon debuts at Upfront Week, showcasing its ad-supported streaming services and more: It鈥檚 a strategic move to expand its digital advertising reach.

Latin America鈥檚 digital economy is proving resilient despite macroeconomic headwinds. In 2023, marketers and advertisers will focus on reaching consumers across retail media, livestreaming ecommerce, and ad-supported video streaming.

We project over half of the US population will be watching content from at least one ad-supported streaming service monthly by 2026, up from 41.8% in 2022.

OTT video subscription revenues will hit $50.56 billion this year, an increase of 12.5% YoY, according to our forecast. Revenues will climb to $64.12 billion by the end of 2026.

Subscription OTT video is chasing linear TV in terms of time spent in the US. We estimate adults still spend significantly more time per day watching TV, but that figure is decreasing and will fall below 3 hours this year. Meanwhile, for subscription OTT video, time spent will surpass an hour and a half per day. But ad spend on these platforms is not proportional to time spent.

32% of US adults are watching subscription video-on-demand (SVOD) services less because they are watching more on free streaming services, per a July 2023 Aluma Insights survey. For 34% of US adults, viewing behaviors across streaming services haven鈥檛 changed as a result of free streaming services.

In part one of this two-part podcast episode, we discuss some predictions for 2024 that are too specific to be 100% certain about but could still come true, including: which subscription video-on-demand (SVOD) platform Apple will likely buy, where metaverse playgrounds will spring up, and what the ruling between Google and the US Department of Justice will be. Tune in to the discussion with our vice presidents of content Suzy Davidkhanian and Paul Verna and analyst Max Willens.

On today's episode, we discuss what to note about TikTok's ascent, how much time on social media is spent watching video, and the discrepancy between TV and connected TV ad spend. "In Other News," we talk about how Instagram Reels' engagement stacks up against TikTok's and whether ad-supported video-on-demand (AVOD) ad spending can overtake traditional TV ad spend by 2025. Tune in to the discussion with our analysts Jasmine Enberg and Paul Verna.

Article: The US streaming ad market diversification story, as told by Netflix, Disney+, and Peacock. Methodology: Estimates are based on the analysis of survey and traffic data from research firms and regulatory agencies, sales projections, historical trends, company-specific data, and demographic and socioeconomic factors.

Boosting comment features could help podcasters increase audience engagement and allow Spotify to better compete with YouTube and TikTok, which both already host video podcasts and comment sections. Maintaining creators is crucial considering Spotify鈥檚 $1 billion investments in podcasts and recently lost exclusivity deal with 鈥淐all Her Daddy.鈥�.

I think it's going to other types of video content. So the short form social media, the reels, the shorts. Absolutely. Ethan Cramer-Flood:. We have that data point, and if I remember correctly, it basically balances out. So the amount of time that people are spending in front of video is a huge drop in TV time, increase in subscription OTT, fast channels, whatever, all the streaming kind of things.

With Apple TV+, ad-supported streaming becomes the norm: Apple鈥檚 service is one of the last to hop on the AVOD trend, but its ad ambitions go much further.

But brands are starting to migrate off-site with ad placements on social media and streaming TV to reach consumers further up the funnel. Everyone wants in on the retail media game. While grocery and consumer packaged goods remain the core of retail media鈥檚 growth, many specialty retailers have been jumping on the bandwagon, including Best Buy and Chewy.

On today's episode, we discuss why Spotify is cautiously optimistic, the potential of video podcasts, and whether TikTok Music could be the next big podcast app. "In Other News," we talk about why people buy smart speakers and how crucial gaming is for Netflix's future. Tune in to the discussion with our analyst Daniel Konstantinovic and senior account director Michael Civins.