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The youngest US generation is already online and outnumbering its teen counterpart on digital video and gaming platforms.

Netflix tallies its ad-supported subscriber count ahead of Upfronts: A survey shows it could have 22 million US subscribers as it enters an Upfront period rife with competition.

New advertising forecasts for Netflix and Disney+ shed light on streaming advertising鈥檚 evolution.

Netflix dominates in consumer attention however you slice the data.

Ads go live on Netflix and Disney+, YouTube ad revenues decline, and streaming services get creative about financing content production.

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

Before the pandemic, Roku, Hulu, and YouTube made up about half (45.9%) of the US connected TV (CTV) ad market. That market has expanded significantly. Despite solid US CTV ad revenue growth across all three companies, their combined share will account for around one-third of the $26.92 billion that will go to CTV in 2023.

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

And the question is Netflix charges the most for this standard ad-free package in which country? So this is a monthly price and it's as of February this year. And your options are Switzerland, Greenland, or the US. So Slack me those answers. Switzerland, Greenland, or the US. (21:11):. Okay. The answers are in. Let me start with the US. It wasn't the US. The US comes in fifth at $15.49.

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.

Despite the Basic With Ads subscription tier being released just two weeks ago, we鈥檙e forecasting Netflix will see US ad revenues of $830 million in 2023, growing to $1.02 billion in 2024. It鈥檚 an impressive acceleration in ad revenues, but it puts the company behind a few streaming rivals.

On today's podcast episode, we discuss what to make of Google deciding to keep cookies, whether a Spotify for movies service could work, if people will want to have a conversation with their newspaper, if Disney can be as addictive as Netflix, why there are more Olympic teams than countries, and more. Tune in to the discussion with host Marcus Johnson, our analysts Ross Benes and Blake Droesch, and vice president of content Paul Verna.

More US adults have canceled Netflix so far this year than any other subscription TV or video service, at 6.2%. That said, 68.8% of US adults have not canceled any of these subscriptions.

Average CPMs across major US streaming services are trending downward as Netflix and Disney+ lower the rates they solicited soon after launching ad-supported tiers in late 2022.

In 2022, both YouTube and TikTok captured 46 minutes of their adult US users鈥� attention each day, per our estimates. Netflix reigned supreme at 60 minutes daily. Time spent with TikTok will tick up every year through 2024, when it will reach 48 minutes per day, but it won鈥檛 pass Netflix anytime soon.

On today's podcast episode, we discuss why Netflix was able to grow subscribers and revenue by such an unexpected amount, the biggest question surrounding its ads business, and the most significant threat facing Netflix at the moment. Tune in to the discussion with host Marcus Johnson and analyst Daniel Konstantinovic.

In July, 83% of US adults said their household has an Amazon Prime Video, Hulu, and/or Netflix subscription. That figure has surged over the past eight years, up from 47% in 2014.

YouTube will have more US viewers than any other over-the-top (OTT) platform, at 231.5 million. Netflix also ranks toward the top, with 169.3 million viewers, and Amazon Prime Video will boast an audience of 152.6 million.

Netflix viewership grows thanks to hit show 鈥楤ridgerton鈥�: While Netflix is seeing gains, it still falls behind NBCU, YouTube, and Disney.

On today's episode, we discuss what to make of the early changes at Twitter, whether stores within stores really work, what to expect now that Netflix Basic With Ads is here, a drone Candy Crush ad in the sky, Sainsbury's playing the loyalty long game, an explanation of the ways US consumers cut costs, how much Americans love cheese, and more. Tune in to the discussion with our director of reports editing Rahul Chadha and analysts Suzy Davidkhanian and Max Willens.

With major new players coming to the CTV ad market (Netflix, Disney+, and Amazon in a span of about 18 months), spending will grow by around 20% in 2023 and 2024, and by low double digits through 2027. Big tipping points have already happened, and more will follow. This year marks the first time non-pay TV viewers will exceed traditional pay TV viewers in the US.

Netflix CFO Spencer Neumann is optimistic about the future of ads on Netflix. 鈥淲hen you get into 鈥�26 and beyond, [advertising] can be even more meaningful and, hopefully, it becomes to the point where it is a primary [revenue] contributor, given all of that engagement and reach that we鈥檙e building,鈥� he said on the company鈥檚 earnings call last week.