Tag: Netflix

  • Netflix Q3 2024 Earnings: Rapid Ad Growth, But Monetization Wanting

    Netflix Q3 2024 Earnings: Rapid Ad Growth, But Monetization Wanting

    Netflix presented their third quarter earnings yesterday, October 17, 2024. Here are the earnings highlights relevant to digital advertising. Netflix’ third-quarter earnings show that the company’s advertising business, while still in its early stages, shows remarkable growth, and the company is betting big on ads to bolster its future revenue streams. Yet, as promising as…

  • Netflix Upfronts: A New Powerhouse in Ad-Supported Streaming

    Netflix Upfronts: A New Powerhouse in Ad-Supported Streaming

    Netflix kicked it out of the park at its yesterday’s upfronts event, putting streaming competitors like YouTube, Amazon and Disney on notice: there’s a new major contender for ad dollars in town. Here’s a breakdown of the key highlights and strategic moves that are positioning Netflix as a dominant force in the ad-supported streaming space.…

  • TL;DR: Disney Earnings 4Q22 – New AVOD Subs Can’t Make Up SVOD Loss

    TL;DR: Disney Earnings 4Q22 – New AVOD Subs Can’t Make Up SVOD Loss

    Bob Iger’s first earnings call as its new and old CEO. Not much new on advertising, except that Disney+ subscriber numbers went down by 1.5% after The Walt Disney Company increased subscription prices – even the introduction of a cheaper, ad-funded offer couldn’t make up for the loss. (We saw how the ad-supported Netflix offer…

  • Highlights from day 2 of the IAB’s Annual Leadership Meeting

    Highlights from day 2 of the IAB’s Annual Leadership Meeting

    This is one spicy ALM! Conference opening speeches in our industry are usually rather bland affairs consisting of cobbeled together truisms of limited newsworthiness. But not this time. IAB CEO David Cohen, talking about privacy initiatives threatening the advertising industry’s ability to track and target users, went on an all-out assault on Apple, accusing them…