I'm less concerned than FX's John Landgraf, because networks and streamers continue to innovate how they use on-air promotion, social media, or other forms of advertising.
Following Disney+'s and Netflix's embrace of ad options, Apple TV+ is now the lone, big premium streamer without one. How long will that last?
Want some hope in an otherwise questionable TV marketplace with a probable recession, at least for streamers? Look at viewing time spent on streaming vs. the share of ad money going to streamers.
LIV Golf is backed by the Saudi Arabian Public Investment Fund, which is throwing around plenty of money, as well as whatever fees it paid to Trump Golf, which is also hosting a second event later this year in Florida.
YouTube Q2 ad revenues were up just 4% -- slightly under analysts' expectations, and well below the double-digit gains of previous periods. This comes amidst other digital media hits including the first-ever revenue declines at Meta Platforms.
Media consolidation in streaming/CTV is coming, even if Comcast is not looking to acquire Vizio. Comcast and Charter recently entered into a joint venture to form a new streaming distribution business based on the back of Comcast's current Flex platform and hardware business.
Disney's Hulu can be picky about what political ads it wants -- or not wanting them at all. TV stations are a different situation.
Forecast downturns from major digital media players may be ahead of the curve. One major indication: Snap will not even offer "guidance" for analysts on users and ad growth.
The big entertainment-focused streamers never seem to put sports front and center. But now Disney has. Two weeks ago, it raised the price of ESPN+ by a massive 43% to 9.99 a month.
Netflix now seems to be well into the advertising way of thinking. What does that mean? Think sports. And what's the best-performing franchise here? The NFL, of course.