The Streaming Wars looks at the Omnicom-IPG merger as a strategic move to combat stagnation in the ad industry and compete with digital giants like Alphabet, Meta, and Amazon. By integrating IPG’s Acxiom data assets into Omnicom’s Omni platform, the…
Ampere Analysis projects global streaming subscriptions will grow from 1.8 billion to over 2 billion by 2029, driven by growth in the Asia Pacific region as the U.S. market becomes saturated. Revenue growth is expected to outpace subscriber increases, reaching…
PricewaterhouseCoopers forecasts a robust 2025 M&A market in media and telecom, citing pent-up demand and favorable regulatory shifts. The report anticipates a surge in dealmaking, driven by advances in AI, abundant capital, and pro-deregulation policies under new FTC and FCC…
Warner Bros. Discovery is restructuring into two units: Global Linear Networks and Streaming & Studios. The move aims to unlock shareholder value but faces criticism for dismantling key synergies that power Max and global growth according to Skip.
Ted Sarandos highlighted Netflix's focus on creating FOMO at the UBS Global Media and Communications Conference, positioning it as central to retaining subscribers and advertisers. FOMO isn’t exactly groundbreaking and Kirby argues that it’s the bare minimum for any streaming…
Netflix Co-CEO Ted Sarandos framed the Jake Paul vs. Mike Tyson fight as a defining moment for the platform’s live streaming ambitions, despite technical challenges. Sarandos emphasized Netflix’s focus on high-impact, event-driven programming like WWE Raw and NFL Christmas games,…
TVREV highlights that Apple TV+'s 43% price hike in Q4 2023 drove a 33% increase in UCAN revenue and significantly boosted ARPU, despite a rise in churn. The platform’s focus on premium original content, which ranks third in demand share,…
Samira Bakhtiar of AWS highlights the need for media companies to diversify as the entertainment industry, projected to exceed $1 trillion in 2024, evolves. Online video (35% of revenue) and gaming (25%) dominate, with 5.75 billion mobile users and 3.5…
Doug Shapiro’s essay highlights the creator media economy’s rapid growth, generating $250 billion in 2023 and projected to exceed $600 billion by 2030. This shift, driven by generative AI, changing consumer preferences for authenticity, and younger demographics, challenges traditional media,…
Andrew Wamugi analyzes Apple's cautious approach to acquiring sports media rights, contrasting it with competitors like YouTube, Amazon, and Netflix, and questioning its commitment to live sports. Despite notable investments in Major League Soccer and Major League Baseball, Apple has…
