On today's podcast episode, we discuss why Pinterest is growing so fast, how Snapchat is able to get more and more folks to pay for its premium service, and why people are spending increasing amounts of time on Reddit. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Daniel Konstantinovic.
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| Aug 19, 2024
On today's podcast episode, we discuss how Spotify reached sustained profitability, what a “deluxe” tier might look like, and where the audio streaming giant goes from here. Tune in to the discussion with host Marcus Johnson and analyst Daniel Konstantinovic.
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| Jul 30, 2024
On today's podcast episode, we discuss why Netflix was able to grow subscribers and revenue by such an unexpected amount, the biggest question surrounding its ads business, and the most significant threat facing Netflix at the moment. Tune in to the discussion with host Marcus Johnson and analyst Daniel Konstantinovic.
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| Jul 25, 2024
On today’s podcast episode, we discuss the future of streaming, which streaming service stands out above the rest, how streamers are bringing more sports programming online, and what kind of programming people watch. Listen to the discussion as host Marcus Johnson welcomes analysts Paul Verna and Daniel Konstantinovic to the podcast.
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| Jul 18, 2024
On today's podcast episode, we discuss why it felt as though fewer brands were showing their support for LGBTQ+ folks, what a brands place in Pride (or holidays) is, and which retailers have hit the nail on the head this year. Join our analyst Sara Lebow as she hosts analysts Daniel Konstantinovic and Paola Flores-Marquez.
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| Jul 3, 2024
On today's podcast episode, we discuss the argument for the NYTimes suing OpenAI, the argument for other publishers (like Vox, the Associated Press, and others) signing content licensing deals with OpenAI, and how this all shakes out. Tune in to the discussion with our analysts Daniel Konstantinovic and Gadjo Sevilla.
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| Jun 6, 2024
On today's podcast episode, we discuss why more people just signed up to Netflix than expected, how much of their revenue will come from ads, and what its "Next Act" will be. Tune in to the discussion with our analyst Daniel Konstantinovic.
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| Apr 25, 2024
On today's podcast episode (part 2), we discuss what the end of cookies means for publishers, what new media business models look like, and who's done the best job of pivoting to digital. "In Other News," we talk about when brands should disclose that they have used AI and whether Spotify's new video learning courses can move the needle. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Daniel Konstantinovic.
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| Apr 2, 2024
On today's podcast episode (part 1), we discuss what publishers can do about GenAI that summarizes answers, how to strike the right ad load balance, and who has the best 'what-to-do-about-social-media' strategy. "In Other News," we talk about what social app BeReal's next move will be and why X (formerly Twitter) is pivoting to CTV. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Daniel Konstantinovic.
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| Apr 1, 2024
On today's podcast episode, we discuss a user milestone for Spotify, whether it needs a rebrand, and where new growth is most likely to come from. Tune in to the discussion with our analyst Daniel Konstantinovic.
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| Feb 20, 2024
On today's podcast episode, we discuss what was behind the streaming giants staggering subscriber growth, how Prime Video's new ad-tier will affect Netflix, and how a deal with the WWE changes its sports strategy. "In Other News," we talk about an important milestone for ad-supported video streaming. Tune in to the discussion with our analyst Daniel Konstantinovic.
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| Feb 1, 2024
On today's podcast episode, our contestants compete in The Great Behind the Numbers Take Off, 2024 video trends edition, where they will try and cook up the most interesting predictions for the coming year. They'll discuss why Amazon will begin its ascension to become the second-most important company in streaming advertising, how more creators and brands will embrace AI to create videos, and what to expect from streaming platform consolidation. Tune in to the discussion with our director of Briefings Jeremy Goldman and analysts Ross Benes and Daniel Konstantinovic.
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| Jan 16, 2024
The risk: Brands often become “paralyzed” into taking the safest possible approach, and avoid getting involved in social issues altogether, our analyst Daniel Konstantinovic said. However, that means brands miss the opportunity to reach like-minded consumers, including the 58% of US adults who believe companies should be able to express how they feel on a topic, according to April 2024 data by YouGov.
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| Jul 8, 2024
On today's podcast episode, we discuss how much audiobooks can move the needle for Spotify, how engaging its app is versus Netflix and TikTok, and how much of its podcast success is tied to Joe Rogan. "In Other News," we talk about how badly AI can hurt your company's customer service and why Google has called for a ban on personalized ads for minors. Tune in to the discussion with our analyst Daniel Konstantinovic.
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| Nov 7, 2023
On today's special podcast episode, we continue our monthly show where we discuss the biggest trends of the moment and the newest research, sprinkle in some analysis, and bundle it up into a quiz. Every month, three of our analysts representing their respective coverage area teams compete against each other. (We also encourage you to play along at home.) We keep a running score and will crown a winning team at the end of the year. Today, we cover how Amazon's second Prime Day got on, how Americans feel about AI rules, and all the ways Netflix is trying to make money. Tune in to the discussion with this month's contestants: our analysts Sky Canaves, Daniel Konstantinovic, and Yory Wurmser.
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| Oct 31, 2023
On today's podcast episode, we discuss how Netflix's ad business is coming along; the streaming giant's first live sports broadcast; and its new retail, dining, and live experience destinations. Tune in to the discussion with our analyst Daniel Konstantinovic.
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| Oct 26, 2023
On today's podcast episode, we discuss why regulators changed their mind on approving the Microsoft-Activision Blizzard deal, how the gaming industry will react, and what the deal means for advertisers. "In Other News," we talk about how much of political ad spending has gone digital and how Google is tightening the reins on bulk email senders. Tune in to the discussion with our analysts Daniel Konstantinovic and Gadjo Sevilla.
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| Oct 19, 2023
On today's podcast episode, we discuss the details and regulatory headaches surrounding Microsoft’s attempts to acquire the video game company Activision Blizzard. "In Other News," we talk about how Meta is allowing EU users to turn off their algorithms, and YouTube’s current issues around violating children’s privacy through tracking-based advertising on "made-for-kids" content. Tune in to the discussion with our guest host Bill Fisher and analysts Daniel Konstantinovic and Evelyn Mitchell-Wolf.
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| Sep 1, 2023
On today's podcast episode, we discuss why Disney+ is losing users, what a Disney+ password-sharing crackdown would look like, and the impact of ESPN Bet. "In Other News," we talk about what the Alliance of Motion Picture and TV Producers is offering at the latest writers strike negotiations and why The Roku Channel has become a legitimate player in the streaming wars. Tune in to the discussion with our analyst Daniel Konstantinovic.
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| Aug 22, 2023
On today's episode, we discuss how Spotify added a record number of users, the impact of its price increase, and the latest on its podcast business. "In Other News," we talk about how good people are at recalling audio ads and some adjustments to Netflix's ad tier. Tune in to the discussion with our analyst Daniel Konstantinovic.
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| Aug 14, 2023
On today's episode, we discuss whether Netflix's password-sharing crackdown is actually working out, why the company got rid of its basic ad-free plan, and whether sticking to sports-adjacent programming is the right move. "In Other News," we talk about whether The Walt Disney Co. might be bailing on TV too soon. Tune in to the discussion with our analyst Daniel Konstantinovic.
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| Aug 1, 2023
On today's episode, we discuss how Spotify beat expectations, why a price hike is inbound, and the audio streaming company's relationship with artificial intelligence (AI). "In Other News," we talk about AI-powered ads for Google and whether Peacock can survive the streaming wars. Tune in to the discussion with our analyst Daniel Konstantinovic.
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| May 3, 2023
On today's episode, we discuss how recent YouTube TV price hikes will affect subscriptions, whether streaming TV actually costs less than cable, and if a sports streaming hub is a viable product. "In Other News," we talk about what Roblox's new ad rules will do to the metaverse and why Walmart+, Walmart's membership program, is resonating with high-income shoppers. Tune in to the discussion with our analyst Daniel Konstantinovic.
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| Mar 31, 2023
On today's episode we discuss why Spotify was able to add so many new users recently, how a price increase might affect the company, and what to expect from its podcast investments. "In Other News," we talk about changes in podcast listening behavior and what Tubi's ceiling is. Tune in to the discussion with our analyst Daniel Konstantinovic.
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| Feb 17, 2023
Learn about some of the most important updates in Big Tech regulation. "In Other News," we discuss how consumers feel about email marketing and some of the leading social impact programs. Tune in to the discussion with our analyst Daniel Konstantinovic and Briefing director Jeremy Goldman.
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| Mar 24, 2022