Netflix crushed Q1 2025 earnings with $10.54B in revenue and a 32% operating margin, but the real shift came with its decision to stop reporting subscriber counts—signaling a permanent pivot from growth optics to monetization metrics. By ditching the outdated…
Gen Z is reshaping the subscription economy with an average of seven services and $940 in annual spend, prioritizing flexibility, bundles, and perks over loyalty. Premium social subscriptions like Snapchat+ and X Premium are gaining traction, while traditional video streaming…
YouTube is considering adding a daily timer to limit how long users can watch Shorts, signaling a major shift in strategy from the platform that perfected doomscrolling. The move isn’t about digital wellness—it’s about rechanneling engagement toward higher-value formats like…
Australia’s video market is projected to hit $12.3 billion by 2030, driven by digital dominance from YouTube and Netflix. The fight has shifted from subscriber growth to monetization, with ad-supported tiers and sports rights becoming key battlegrounds. Bundling is also…
Netflix has launched Thronglets, a mobile game tied directly to the Black Mirror episode “Plaything,” blurring the line between show and gameplay. Developed by Night School Studio, the game is a narrative extension—not just a promo—mirroring the episode’s emotional depth…
BeReal has begun rolling out in-feed ads and branded takeovers in the U.S. following its €500 million acquisition by Voodoo. The platform, once a holdout against monetization, is now chasing ad dollars from brands like Amazon and Nike, despite falling…
Kirby analyzes how Apple TV+ continues to lag behind in the streaming race, despite an ephemeral bump in market share from 7% to 8% in Q1 2025, driven by the return of Severance. He argues that high ARPU and prestige…
Skip argues that CTV’s so-called transparency crisis is actually a feature of the current ad tech business model, not a flaw. Every layer — from SSPs to agencies and publishers — profits from keeping advertisers in the dark. Until advertisers…
Rogers Communications has secured exclusive Canadian NHL media rights in a new 12-year, $11 billion deal, reinforcing its dominance in Canadian sports media. The deal not only cements Rogers’ control over national hockey broadcasts but also allows for sub-licensing flexibility,…
Kirby spotlights TikTok’s soft launch of its ‘TikTok for Artists’ platform as a bold step toward owning the future of creator-led media. The new tools give artists full control over fan engagement, data, and monetization—something CTV platforms will forever gatekeep.…
