Inside the Stream: IAB Raises CTV Ad Outlook; Movies’ Headwinds, Charter-AMC+ Deal; Amazon-NextGen TV

Four topics for this week’s podcast:

Last week IAB released its new 2024 advertising outlook report based on a survey of media professionals. CTV advertising was at the top of expected gains, revised upward from a 14.5% lift vs. 2023 in IAB’s prior report to 18.4% now. It’s another positive sign for CTV ads and we discuss how big a role political ad spending is playing.

Next up, Comcast’s president shared insights about NBCU’s position in movies and PVOD which were relatively upbeat. While NBCU has had a strong year, as we review, movies still face stiff headwinds.

Third, Charter and AMC signed a new distribution deal that gives many Charter TV subscribers access to the ad-supported version of AMC+. While the deal averts a blackout like the one happening with DIRECTV and Disney currently, Colin and I question whether the deal is sufficiently forward-looking for AMC.

Finally, Colin explains the significance of Amazon introducing TVs that support the NextGen TV standard.

Listen to the podcast to learn more (33 minutes, 1 second)

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