Tarek Ghannam’s Post

YouTube revenue tops $9B in a sign that advertising spending is recovering. YouTube grew #advertising revenue 15.5% year-over-year in Q4 to $9.2 billion, a sign that appetites for premium formats like video are on the rebound. Another area highlighted by Alphabet Inc. executives recently was subscriptions, which drew $15 billion in revenue in 2023, up five times since 2019. YouTube has been a pillar of Google’s subscription strategy, with new additions, including NFL Sunday Ticket, attracting more users and advertisers. YouTube has also introduced more offerings tailored to Connected TV, including 30-second unskippable ads, and the ability for viewers to send promotions they see on TV to their phones. #socialmedia #CTV

By now, we have probably all either seen the ads ourselves or heard official communications about YouTube beginning to roll out longer but less frequent ad breaks. I know we certainly noticed them while watching hours of Tube’s Golf Life over the break! These ads will only appear around longer-form content being viewed on Connected TV for now. As advertisers, this probably comes as no surprise as YouTube reshapes itself, continuing to make a bigger play for TV and BVOD budgets. However, it’s interesting reading articles on the likes of Verge and Techradar who talk about the changes with a lot of frustration, such as the article below. This will no doubt create a huge opportunity and is, in our view, a positive evolution in the Connected TV space. We are interested to hear people's thoughts... https://lnkd.in/ebp6Ebt7

📺 YouTube has unquestionably become an essential part of modern digital life. It's not just for internet-savvy generations - it's today's must-watch "TV." With its impressive ad revenue and subscriber growth, YouTube has solidified its position as the new "TV" powerhouse, outpacing even Netflix. Its diverse content strategy and powerful AI advertising effectiveness from Google Ads make YouTube a compelling platform for advertisers. Despite challenges, YouTube remains the top choice for content creators to monetize their content, setting the stage for further innovation in Taiwan's advertising industry. https://ift.tt/UC7v9qu

Have you seen a pause ad yet? You know the ads that show up when you pause the video you were watching. Youtube began testing these placements last year (which are now being rolled out to all advertisers), but they’re not the only company using pause ads. Hulu, AT&T and Sling TV also offer pause placements. #youtubeadvertising #digitaladvertising #videoadvertising

What you need to know from YouTube’s Q2 earnings call 👇 - Revenues are increasing Despite achieving a 13% YoY revenue increase, bringing in $8.7 billions dollars, this actually missed analyst expectations. HOWEVER YouTube is now the second biggest contributor to Alphabet Inc.’s overall earnings. - Think long with Shorts When #YouTube first introduce Shorts it cannibalised some of YouTubes ad revenue by taking view time away from long-form. The gap is now closing between short-form and long-form which should be long-term bullish for the Shorts product. - YouTube is the destination for living room budgets Alphabet CFO Ruth Porat said YouTube is seeing “continued momentum in connected TV, with brands benefiting in part from an ongoing shift in budgets from linear television to digital.” It’s already well known YT has overtaken Netflix in hours spend on connected TVs, think how this plays out over the next decade 🤯 What are your thoughts on the latest results for the future of YouTube?

Joining a growing list of streaming platforms and video services, YouTube has announced it’s rolling out #PauseAds, enabling advertisers to reach users when they hit the pause button. This emerging format aligns with a growing trend to monetise audiences outside of active content consumption. Here at #Jay, we’ve long been focused on maximising opportunities to innovate the pause button experience, beyond simple pause ads. Focusing on the integration of shoppable content and bonus features that elevate the viewing experience and offer viewers the opportunity to immerse themselves in their favourite shows. JayXC is the newest version of our viewer experience and commerce platform, designed to help our partners drive revenues and engagement across their platforms. 👉 Find out more now: https://jay-data.com #AdTech #StreamingInnovation #JayXC #InteractiveExperience #YouTube #InstreamShopping #DigitalEngagement #ShoppableContent

I’m at #IBC this week and one of the things that is creating a stir is on the changes in UK total video viewing and what that means for content producers’ strategy when it comes to prioritising #YouTube over other platforms. Some thoughts on this: 1. Total viewing is a blunt metric at best - and misleading at worst - to base your strategy on because it ignores the quality of your audience. Put simply, one person watching your content for 30 minutes is far superior to 180 people watching it for 10 seconds. 2. Linked into this, from an advertising perspective, the important factor is not share of total viewing but share of the total advertising viewing time, and YouTube tends to score more poorly on this (people skipping adverts). That will become more important as monetisation strategies switch from subscription to advertising. 3. YouTube advertising revenues globally only grew c 13% YoY in Q2. Yes, its non-advertising revenues are growing very well but there is a risk that the increase in supply of content to the platform outstrips the extra revenues available. That in turn gives more power to YouTube. 4. Deterministic predictions can be right but are often wrong. For example, European broadcasters’ ad revenues in 2024 have performed much better than expected with some very strong bounce backs in key markets (including the UK). Europe is not the US in terms of the structure of the market. 5. Never put all your eggs in one basket. I have seen this time and time again where managements go full into one strategy. That is fine as long as you have a back up in case things do not turn out as expected. The problem because when bridges are burnt to focus entirely on what people assume is a guaranteed outcome. As usual, this is not investment advice #broadcasting #television #advertising

$400 Billion Valuation: YouTube Could be Worth More than Comcast and Disney YouTube is the biggest video platform in the entire world. It's the second-biggest search engine in the world. It has a significant impact on culture.And the majority of you don't give it nearly enough thought. However, Wall Street acts like follows: In a recent note, analyst Michael Nathanson estimated that YouTube's standalone value may reach $400 billion. Read More: https://goo.su/Yn0yunw YouTube Meta Snap Inc. TikTok US Senate Judiciary Committee CEOs of Comcast Business and Disney, Bob Iger and Brian Roberts #videoplatform #subscriptionservices #internetproviders #streamingwars

YouTube is the elephant in the room. We must talk more often about its power and impact on the TV industry. Gladly, some journalists do as you can read below in the link in the comments. May I add: not only Hollywood must be scared of YouTube’s power, but we all should. A worldwide success like Mr. Beast reveals one of the most powerful elements of YT: its individual creators. With YouTube Google builds a massively big TV platform that will sooner or later become a household standard around the globe. When we are concerned about Big Tech infiltrating all parts of our lives, then this should be top of the list to be addressed. #youtube #google #bigtech #television #strategy

Six years ago, we introduced Pause Ads, a non-interruptive ad format for CTV and DirecTV. Today, it's thrilling to see YouTube embracing Pause Ads, marking its evolution into mainstream AdTech. The journey from inception to widespread adoption has been remarkable. Launching a new platform hinges on grasping the core problem at hand, a task fraught with challenges like skepticism and conflicting priorities. Yet, unwavering perseverance and laser focus are instrumental in overcoming these hurdles. The invaluable lessons learned have paved the way for my current endeavors, promising something even more impactful, innovative, and daring. Stay tuned for the big reveal! Erez Korn, Rinat Zilberstein, Udi Volk, Dror Yashar