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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.

On today鈥檚 podcast episode, we discuss the interesting ways folks watch the Olympics, the best (and not so best) ads from the Games, the impact of X suing advertisers, how much in-store chatbots can move the needle, how to view Disney鈥檚 streaming profitability milestone, which national park most of America could drive to in a day, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Sara Marzano and Carina Perkins.

DoorDash is the latest delivery platform to turn to streaming to boost membership sign-ups: The company will offer DashPass subscribers free access to Max鈥檚 ad-supported tier in a bid to boost sign-ups and grow sales.

Thanks to Hulu and ad-supported tiers, Disney streaming profits: The company solidified its position as a streaming ad leader with a strong Q3.

Prime Video鈥檚 ad model positions Amazon against Netflix: Targeted ads and competitive pricing drive substantial revenue growth in the streaming market.

While YouTube鈥檚 ad revenue is smaller than what Meta will generate from Reels on Facebook and Instagram, it鈥檚 neck and neck with TikTok, and far outpaces streaming platforms.

Consumers are feeling the squeeze of the rising cost of subscriptions. Nearly seven in 10 (67%) US consumers saw at least one of their subscription services increase their cost, per March 2024 survey by CNET. Meanwhile, more than half (52%) of US adults have canceled a streaming service subscription because of increased pricing, per October 2023 data by TransUnion and Dynata.

New forecasts for US Amazon CTV ad revenues and ad-supported viewers for select streaming services.

On today's podcast episode, we discuss how Spotify reached sustained profitability, what a 鈥渄eluxe鈥� tier might look like, and where the audio streaming giant goes from here. Tune in to the discussion with host Marcus Johnson and analyst Daniel Konstantinovic.

On today鈥檚 podcast episode, we discuss the future of streaming, which streaming service stands out above the rest, how streamers are bringing more sports programming online, and what kind of programming people watch. Listen to the discussion as host Marcus Johnson welcomes analysts Paul Verna and Daniel Konstantinovic to the podcast.

Streamers have pushed consumers toward ad-supported tiers by increasing costs for ad-free subscriptions and bundling with other services, making these tiers the default access point for streaming content. While those efforts initially annoyed users, demand for lower-cost entertainment and a growing tolerance for streaming ads has reduced their negative impact.

In 2026, NBCU will be the streaming partner of the Olympics, the Super Bowl, WNBA finals, the Spanish-language World Cup, and more. Debuting new ad products now gives advertisers time to test them, allowing NBCU runway to work out kinks ahead of the high-volume period.

This was likely driven by more inventory and downward ad pricing trends on premium streaming services including Netflix, Disney+, and Max. Digital display. Average digital display eCPMs rose by 2.2% QoQ and 3.4% YoY in Q2 2024. Within the display category, social display eCPMs saw the biggest increases at 8.4% QoQ and 11.0% YoY in Q2 2024.

Streaming apps have made the user experience seamless, allowing viewers to pick up where they left off on other devices and in other locations. YouTube is by far the most watched video platform. Its ad-supported content has made it a dominant platform in digital video advertising, accounting for a sizable chunk of Google鈥檚 business in Canada.

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. OTT companies do earn ad dollars outside of CTV.