State of the Screens

Nine big questions re: WarnerBros. Discovery: 1) Why is combining Discovery+ and HBO Max a big deal? 2) When will the combined service rollout? 3) How many combined subscribers do…

Big news: With YouTube's new Shopify integration, creators can sell items directly in YouTube video feeds. YouTube advertising revenue (YoY growth): 1) 2019-Q2 - $3.6B 2) 2020-Q2 - $3.8B (↑ 6%) 3) 2021-Q2 - $7.0B (↑ 84%) 4) 2022-Q2 - $7.3B (↑ 5%) YouTube users in…

Big news #1: Meta posted its first-ever YoY decline in advertising revenue. Meta advertising revenue (YoY growth): 1) 2015-Q2 - $3.8B 2) 2016-Q2 - $6.2B (↑ 63%) 3) 2017-Q2 - $9.2B (↑ 47%) 4) 2018-Q2 - $13.0B (↑ 42%) 5) 2019-Q2 - $16.6B (↑ 28%) 6) 2020-Q2 - $18.3B (↑ 10%) 7) 2021-Q2 - $28.6B (↑ 56%)…

Big news: With Roku Pay, viewers can buy products through shoppable ads. Why this matters: Advertisers from both brand and direct response are moving into the same video format (connected…

Nine big questions re: ad-supported streaming: 1) How many U.S. consumers watch ad-supported streaming? 2) What share of total TV time comes from streaming? 3) What share of streaming subscribers…

  Six big questions re: Netflix: 1) How did Netflix subscriber growth compare to Wall Street expectations? 2) What content drove sign-ups?? 3) Why is Netflix losing subscribers? 4) Are…

Nine big questions on TikTok: 1) How large is TikTok’s user base? 2) What does a TikTok user look like? 3) How did TikTok grow so fast? 4) How much…

Seven big questions for podcast advertising: 1) How large is the podcast advertising market? 2) What are advertisers trying to accomplish with podcast ads? 3) What share of podcast ads…

Last week: Nielsen’s Gauge This week: Comscore’s 2022 State of Streaming Flashback: 2021, 2019 and 2018 Big question #1: How many streaming households are in the U.S.? Streaming households (YoY growth) according…

Big question #1: Is streaming growing as a share of total TV time? Quick answer: Yes.  Streaming has grown its share by 23% (26% → 32%) over the past twelve months. Share of total TV time according…