State of the Screens

Streaming pay-TV market share in 2022 according to UBS:1) Hulu - 35%2) YouTube TV - 21%3) Sling TV - 14%4) DirecTV Now - 14%5) Cable OTT - 10%6) Other - 5%7) PlayStation Vue - 1%

WTF: The NBA is working on a virtual sports-betting game called NBA Last 90 that lets you bet real money on fake games.

Big news #1: NCC Media is joining OpenAP to expand advanced TV advertising.

The big bet: AT&T is re-aligning WarnerMedia around the future of media consumption with a goal of 70M subscribers for its new streaming service.The challenge: Getting Warner Brothers, Turner and…

Presidential year political ad spending by cycle according to GroupM (% growth):1) 2012 — $4.3B2) 2016 — $6.3B (↑ 46%)3) 2020P — $9.9B (↑ 58%)Midterm year political ad spending by cycle (% growth):1) 2010 — $4.0B 2) 2014 — $4.3B (↑…

The Media Rating Council (MRC) is moving closer to a single standard for cross screen video ad measurement. Two points of contention: 1) Duration-weighted impression (DWI) — This would give more credit…

Disney expects to grow Hulu into a $27.5B business by 2024! Hulu subscribers by year: 1) 2019–27M 2) 2024P — 40–60M Podcast: Disney+ will not be a “Netflix killer” because at this…

The big news: OpenAP is adding digital video capabilities to it’s advanced TV offering allowing marketers to buy them together. Quote from Ed Gaffney — Director @ GroupM: “Linear cannot exist by…