Across all publishers, 258,000 apps were downloaded per minute in 2024 for iOS and Android operating systems - down 1% vs. the prior year for iOS and Google Play stores, according to a new report
released by Sensor Tower.
Currently, the only virtual pay TV leader is YouTube TV. With around 8 million subscribers, it appears to be in a better position. (The Fubo/Hulu combination will be second place to YouTube TV, with
an estimated 6.2 million.)
According to a WARC Media report, Facebook has a global advertising audience of 2.2 billion. The recent integration of AI technologies and automation of ad campaigns is a major contributor to
Facebook's booming ad business.
Broadcast/cable networks are projected to hit $5.1 billion ($6.2 billion without the Paris Olympics) for the July-September 2024 period, with 10 U.S. streaming platforms collectively at $3.5 billion.
"Open internet" had $35 billion in estimated ad spend in 2023, with "walled gardens" at $95 billion. Does The Trade Desk have growing influence for change?
Four of the five legacy media companies were down in advertising results in the first and second quarter of this year.
Nearly half of Gen Z and Millennial marketers polled expect a significant revenue increase this year, compared to 27% of Gen X and 5% of Boomers.
Advertising will remain a strong growth factor in the global streaming marketplace, but subscriptions will continue to dominate the business for years to come, according to PwC.
A new 2023-24 estimate projects political ad revenue will rise to $10.7 billion - up from an earlier estimate of $10.2 billion, according to AdImpact. This would show 19% growth over the 2019-20
period, when political ad revenue totaled $9.02 billion.
The current era has taken on a kind of "jig is up" quality that seems to preclude linear from ever reversing its losses in viewership and revenue.
WBD is participating in assorted bundling partnerships and entertainment bundling. With all these deals, Zaslav believes WBD is at the forefront of where streaming is headed.
Warner Bros. Discovery has struck a multiyear "sub-licensing" agreement with ESPN to secure some early-round games in the new expanded College Football Playoff series. WBD's TNT will get two
first-round games starting this season and an additional two quarterfinal games in 2026 and 2028, which can be added to WBD's streaming Max platform.
NBA teams have seen growth in marketing and sponsorship revenue, largely driven by new sponsorship efforts around in-season opportunities including a new In-Season Tournament that started up last
fall.
YouTube overdelivered on advertising in the first quarter -- growing a massive 21% to $8.1 billion in advertising revenue vs. the year-ago period.
Industry-wide OTT/streaming platforms' subscription revenue will rise 8% next year and command a majority share of the total video subscription market, eMarketer says.
The estimate of 7% growth is down from a previous 13% projection. Morgan Stanley Research estimates 2025 ad revenues will grow to $2.3 billion in 2025 and $2.6 billion in 2026.
New Street Research estimates generative AI will represent 21% of Amazon Web Services revenue in 2025. Comparing GAI vs. non-GAI revenue, the analyst firm says cash infusions will pay off in revenue
for some of the largest tech companies running ad businesses.
The current era has taken on a kind of "jig is up" quality that seems to preclude linear from ever reversing its losses in viewership and revenue.
Despite the decline in digital revenue for U.K. publishers, strong gains in subscriptions, audio and sponsorships mitigated the damage.
Boosted by strong interest in blockbuster films, ABC's "Academy Awards" delivered 19.5 million viewers, according to Nielsen.
The outlook for TV and CTV continues to be an "unsettled ad market," according to Bernstein Research, with projections that linear video ad spend will move down with the spend "slightly up to flat in
streaming," according to Laurent Yoon, media analyst for Bernstein, in a recent report.
The ad-supported service launches Jan. 29. MoffettNathanson research reiterated Amazon's statement that it will have "meaningfully fewer ads than linear TV and other streaming providers."
Experts in academia crunch the data to determine the fair market value that Meta and Google should pay U.S. publishers for the use of their content.
The revised New Street Research forecast projects Netflix will add 13 million net new ad-option subscribers in 2024 and 8 million in 2025.
MoffettNathanson Research says that when comparing Disney's D2C performance to Netflix, Disney is still far behind from a trend perspective.
"We estimate Snap will generate $234 million from 'My AI' sponsored links in 2024," New Street Research analysts note in a report published today, estimating Meta's AI agent ad buys could generate
$6.7 billion next year.
Prices of LinkedIn ads -- which are sold by auction and set by market demand -- have increased as much as 30% over the past year, one exec told the "Financial Times." Some marketers have reported
premium LinkedIn campaigns costing $300 per 1,000 impressions vs. the same caliber of ad costing between $10 and $15 on Meta, with some media buyers reporting an ROI as high as 20%. Meta and Google
still control a much higher percentage of the ad market, with LinkedIn covering about 1.5% of digital ad spending in the U.S., while Meta and Google cover 21% and 27%, respectively.
A WBD-Paramount Global merger would initially result in dominance in two legacy entertainment measures: Linear TV viewing time and theatrical box-office revenue. MoffettNathanson Research says the
initial combination of the companies would result in a 35%-40% share of linear TV time depending on the season for viewers ages 2 and up.
A softer streaming market makes one wonder about the survival of small to mid-size streamers in future years.
Despite the projected 18% ad spike this year, overall TV/CTV video business from traditional TV companies will see a "shockingly bad" ad revenue decline of 11% in 2023 vs. 2022, MoffettNathanson
Research says.