Amazon’s 315M Prime Video ad viewers, Tubi hits profitability, & Disney boosts sports ad sales скачать в хорошем качестве

Amazon’s 315M Prime Video ad viewers, Tubi hits profitability, & Disney boosts sports ad sales

Earnings season meets forecast crunch time | Kate Scott‑Dawkins, Jeff Foster, and Nidhi Shah break down the latest media and marketing shifts: European broadcasters in decline, OOH gains from travel rebound, Amazon’s surge in cloud and streaming ads, Tubi’s early AVOD profitability, and the mixed fortunes at Peacock, Paramount+, Warner Bros. Discovery, and Disney. From sports rights battles to identity‑based targeting and looming M&A moves, the team unpacks what’s driving TV and streaming ad revenues — and what brands and advertisers need to know now. Listen for: • Trends in linear TV vs. streaming ad revenue growth • Why sports rights remain top-tier ad inventory • AVOD’s profitability milestone and what’s next • How consolidation could reshape the media buying landscape 00:00 – Introduction and forecast season overlaps 02:27 – European broadcaster earnings, consolidation moves, and OOH trends 09:35 – Amazon earnings: Cloud, advertising, Prime Video reach, and sports rights 15:03 – Fox earnings: Tubi’s growth, early profitability, and login strategy 18:52 – Comcast: Peacock’s subscriber trends, ad revenue, and M&A speculation 21:11 – Paramount/Skydance: Ad revenue decline, price hikes, and theatrical expansion 24:32 – Warner Bros. Discovery: Revenue and ad declines, streaming subs, strategic options 26:07 – Disney highlights and advertiser implications 27:30 – Forecast wrap‑up and upcoming focus areas