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1) Politics will have both a historic video ad spend ($8.8B) and trouble reaching voters - Our recent estimate has the 2022 midterms growing 125% (↑ $4.8B) vs. 2018.  Even…

Total U.S. holiday spend (YoY growth) according to eMarketer: 1) 2015 - $860B (↑ 2%) 2) 2016 - $896B (↑ 4%) 3) 2017 - $939B (↑ 5%) 4) 2018 - $953B (↑ 2%) 5) 2019 - $991B (↑ 4%) 6)…

Why this matters: Big news: GAC Family (formerly Great American Country) is the latest entrant in the annual holiday TV wars. They will air 13+ original holiday movies while bringing…

Big news #1: The 'All I Want For Christmas Is You' machine is back at #1 for the 3rd year in a row. Highest ranking on Billboard Hot 100 by…

YouTube advertising revenue (YoY growth): 1) 2019-Q3 - $3.8B 2) 2020-Q3 - $5.0B (↑ 32%) 3) 2021-Q3 - $7.2B (↑ 43%) Wow #1: YouTube has paid out $30B to 2M creators through a revenue-sharing program over the past three years.…

Facebook Meta advertising revenue (YoY growth): 1) 2015-Q3 - $4.3B 2) 2016-Q3 - $6.8B (↑ 59%) 3) 2017-Q3 - $10.1B (↑ 49%) 4) 2018-Q3 - $13.5B (↑ 33%) 5) 2019-Q3 - $17.4B (↑ 28%) 6) 2020-Q3 - $21.2B (↑ 22%) 7) 2021-Q3 - $28.3B (↑ 33%) Facebook…

Big news: U.S. viewership for Formula One racing is up 40% vs. 2019, thanks in large part to interest from the Netflix docuseries “Drive to Survive.” Podcast: Formula One: The…

HBO Max global subscribers (YoY growth): 1) 2020-Q3 - 56.9M 2) 2021-Q3 - 72.4M (↑ 27%) HBO Max U.S. subscribers (YoY growth): 1) 2020-Q3 - 38.0M 2) 2021-Q3 - 45.2M (↑ 19%) FYI: HBO…

Netflix subscriber growth in 2021-Q3: 1) Projected - 3.5M 2) Actual - 4.4M Netflix subscribers by quarter (YoY growth): 1) 2015-Q3 - 69.2M 2) 2016-Q3 - 86.7M (↑ 25%) 3) 2017-Q3 - 104.0M (↑ 20%) 4) 2018-Q3 - 130.4M (↑ 25%) 5) 2019-Q3 - 158.3M (↑ 21%) 6) 2020-Q3 - 195.2M (↑ 23%) 7) 2021-Q3…