The projections have been lowered somewhat due to the advertising downturn and slower-than-expected rollouts of major U.S. hybrid SVOD - AVOD platforms, reports Digital TV Research.
Affiliate-fee revenues as a percentage of total company revenue is highest for Fox Corp. followed by NBCU, Warner Bros. Discovery and Paramount Global, MoffettNathanson says.
U.S. syndication programming and advertising continues to show weakness. So where does it go from here?
Global ad spend is on track to grow 4.4% to $963.5 billion in 2023, rising 8.2% to more than $1 trillion in 2024, which will be the first year expenditures top the trillion-dollar mark, according to
the World Advertising Research Center, with five companies responsible for the uptick.
Money for CTV is coming from existing, traditional TV ad business. This means industry cannibalization in the future with prospects from an existing pool of declining legacy TV systems.
Netflix says brands are now able to target media buys across its Top 10 programs. But still,1.5 million subscribers? Is that enough for brands to solve their reach and other issues?
U.S. subscription VOD revenue is forecast at 14%. Meanwhile, traditional TV sub revenue will continue to shrink, and ad growth is forecast at under 1% annually.
Underlying revenue will expand 5.4% this year, according to Brian Wieser's "Madison and Wall," outpacing a 2023 consensus ad-spending growth of just 4.3%.
Not surprisingly, the board's questions were mostly about the impact AI will have explicitly on agency creative, media and overall management.
For full-year 2023, business for all major AVOD platforms is estimated to see recovery, with double-digit percent gains of 21.3% to $12.1 billion.
Sales automation was the hottest search topic in terms of growth in Q1, Bombora reports.
Pinterest's ad partnership with Amazon aims to bring more brands and relevant products to its platform and makes Pinterest Amazon's first partner on third-party ads, a company spokesperson said
Movie theater advertising company National CineMedia has filed for bankruptcy -- as a result of the slow growth of the in-theater movie business as it struggles to recover from the effects of the
Consumers have little tolerance for disrupted experiences, and 71% say employees expect the same frictionless digital experiences as customers, according to a Catchpoint survey fielded by Forrester
Live, linear TV continues to be challenged by viewership declines -- down between 14% and 20% per month, according to MoffettNathanson Research. Cable TV networks have seen significant viewership
declines -- down 18% to 21% for each month -- using the Nielsen C3 ratings metric. These declines have steepened compared to earlier in 2022, where there were 13% to 17% declines for the first three
Netflix is projected to remain #1 by far, but Disney+ is projected to show the largest growth in sub revenues.
Rakuten's marketers believe the company has the data that proves incrementality of its Cash Back program. Here's what they found.
A new report from NPD Group says U.S. sales of prestige beauty products from department stores gained 15% in the last year.
TikTok was third in total ad spend -- but it slowed in November, while Facebook rebounded. Shopify revenue declined during the holidays in the food, beverage and wellness categories. according to
research by Ampla Technologies.
TikTok is projected to increase its share of global online video ad revenues from 15% to 24%, and its Chinese Byte Dance-owned sibling app Douyin is projected to up its share from 7% to 14%.
Long term, what's the plan for ads on local TV? Borrell Associates is estimating nearly flat results for U.S. local advertising -- up just 0.6% to $121.5 billion in 2023.
"The advertising environment is challenged as supply chain disruptions have restricted inventory for products leading to lower advertising spend in areas," writes KeyBanc's equity research team.
A growing number of fact-checking news sites help voters evaluate and understand the information they read. But who has the time? Consider political TV ads a starting-off point.
Netflix is expected to pull in $700 million in ad revenue for the U.S. and Canada, rising to $1.7 billion by 2025 from its new ad-supported service set to launch by the end of this year, according to
MoffettNathanson Research -- higher than previous estimates -- driven by 8 million U.S. and Canadian subscribers in 2023.
Streaming is "not necessarily declining, but the bloom is assuredly off the rose -- it's time to pay attention," says Craig Moffett, senior research analyst and co-founder of MoffettNathanson
"I think people are going to be interested in just how big it already is as a percentage of global ad revenue already," Kate Scott-Dawkins says of GroupM's soon-to-be-released retail media report.
Criteo, which defines its business as a "commerce media company," surveyed 251 UK retail CMOs and found 96% have a waiting list for brands who want to place ads on their site.
Growth for this year's traditional TV and AVOD ad revenue is projected to be up just 4.3% to $84.2 billion, according to MoffettNathanson Research -- down from an early estimate of 6.5%.
S&P Kagan estimates 2023 will sink back 10% to around $22 billion in total U.S. TV station advertising. The report also suggests ad gains will trend lower in 2024 and 2026. For the entire broadcasting
industry, TV and radio ad revenue is estimated to grow 15% over 2018 to $3.49 billion for the 2022 midterm elections.
Subscription revenues will be virtually flat at $57.1 billion from 2024-2027 due to the growth of ad-supported video options from subscription-based services as well as independent AVOD platforms,
according to Digital TV Research Group.