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.
Netflix is projected to remain #1 by far, but Disney+ is projected to show the largest growth in sub revenues.
U.S. TV CPMs are up nearly 40% from 2019 pre-pandemic levels, according to WARC's latest Global Ad Trends analysis.
All ecommerce sales, and mcommerce in particular, are expected to see accelerated growth due to consumer concerns about shopping bricks-and-mortar during the COVID pandemic.
And by 2024, U.S. will generate 34% of global AVOD revenues, to China's 29%.
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