A Nielsen marketing survey finds 42.4% of ad-supported viewing time is now on streaming platforms, with ad spend estimated to increase 25% this year to over $20 billion.
An analyst has made two predictions related to AI - that Google AI Mode will replace traditional search, and Apple will continue to use Google's engine as its default.
Analysts have begun lowering ecommerce and paid-media industry forecasts as tariff policies persist and consumer sentiment continues to fall. U.S. ecommerce growth for 2025 is now projected at 4.5%,
down from 7.5% -- and globally, excluding China, dropping to 6.5% from 9%.
For the first three months of this year, total national TV cable revenues are estimated to have fallen 9.2%, with $3.4 billion and broadcast networks sinking 4.6% to $3.3 billion.
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.
MoffettNathanson Research estimates revenue from Warner Bros. Discovery's live, linear cable TV networks will decline 13% in 2024 to $20.1 billion, while AMC Networks will dip 21% lower to $2.4
billion.
Global ad investment more than doubled in the past decade and grew 2.8 times faster than global economic output since 2014.
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?
Connected television took on a vibe of performance media as it matured with more ad dollars flowing into the channel despite slowing growth in the years to come.
Peacock will be the exception to projections of flat to slight growth - estimated at a 15% increase to average 15 minutes per day among users 18 and up. YouTube remains the leader overall, averaging
51 minutes per day among viewers age 18 and up . Although it will see slower growth in the next two years, eMarketer says it has staying power - and will yield a top 9.1% share by the end of 2026 for
all CTV/streaming video consumption.
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.
Bernstein Research estimates that for every $1 dollar spent on content, a $2 dollar revenue gain is projected for the business over the next several months -- a metric that has been improving slowly
on an overall basis industry wide.
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.
Google researchers say they have developed a way to integrate generative AI to advance the ability to more accurately forecast weather.
YouTube TV "still presents a great value to those still watching linear television and a great entry point for younger consumers not conditioned for the traditional distribution models,"
MoffettNathanson senior research analyst Michael Nathanson says.
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.
Dubbed the "Ad Insights Hub," the service launches with 20 key reports, as well as an interactive advertising forecast dashboard.
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.
Spending on creative and content spend for video-driven chanels should hit $56 billion this year, Winterberry Group forecasts.
I began covering market intel/measurement tech firm Skai as Kenshoo when Aaron Goldman, now Mediaocean CMO, ran marketing. VP of products Crissi Cupak has worked at Skai since 2013.
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."
The Winterberry Group Thursday released its 2024 outlook for U.S. advertising, marketing and data spend. It looks at online and offline channels and the business drivers and trends behind the data.
The revised New Street Research forecast projects Netflix will add 13 million net new ad-option subscribers in 2024 and 8 million in 2025.
Expect more streaming platform aggregators to take on companies like Roku -- especially longtime cable TV operators, predicts Pivotal Research Group.
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.
Digital channels will capture a bigger portion of total media spending in relation to people's time spent with media.
The survey of holiday shoppers shows getting a discount on a product or service is the most important piece of information they want to see in an ad this holiday season. Holiday and seasonal cheer
follow.
Cord cutters and cord nevers are pegged to reach 144 million, versus 121 million pay-TV subs, this year, forecasts Insider Intelligence.
Netflix is projected to retain a nearly 30M size advantage over the next-largest U.S.-based rival Amazon Prime Video.