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.
A recent survey of advertisers and agency execs found 60% of reported moderate to "extreme pressure" from the brands they work with to drive even better ad performance. Here are some of the media
combinations that perform the best.
Despite the push for streamers to cut TV/movie spending, major platforms keep funding billions on new TV and movie content, according to analysts from Bernstein Research.
Although marketers recognize the importance of attention metrics, there are varying perspectives on how it should be used, and for what type of media.
AMC will have a rough road into 2024, according to analysts. Following a Q3 decline of 18% in ad revenue to $147 million, UBS Research estimates AMC will tumble 20% to $630 million for full-year 2023.
T
Roku will see a "slower rebound in video advertising revenue growth compared to prior estimates," MoffettNathanson Research says in a recent report.
In marrying the CNET brand with its performance marketing platform two years ago, Red Ventures started building a full-funnel approach to the content+commerce equation. Kerri Mason, SVP of Marketing
at Red Ventures, explains what the company has learned about the new arts of audience priming, using content to drive upper-funnel discovery, and creating a holistic marketing environment that serves
a range of KPIs for both ad clients and affiliate revenue.
Google will generate $170.87 billion worldwide in net digital ad revenue in 2023 worldwide, Insider Intelligence estimates - up 6.5% vs. last year, giving it a 28.4% share of the worldwide digital ad
market and an estimated,organic search share of 90%.
Netflix commands top viewing consumption among its subscribers, according to Bernstein Research. Hulu is next highest. Netflix subscribers spend around 90 minutes a day on the platform.
Analysts at New Street Research have developed a framework to evaluate the impact of the Google Search Generative Experience on search revenue and gross margins.
TV network groups with 15 to 20 channels might have good reason to be concerned about their next negotiations with legacy pay TV services.
Recovery during challenging economic times is a difficult process and risk can explode in directions marketers could not imagine, even with progressive technologies like machine learning and AI.
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.