State of the Screens #219

1. Have CTV Ad Estimates Gone Over The Top? Big news: Daniel Salmon @ BMO Capital Markets has planted the flag when the connected TV (CTV) ad market will hit $100B.   Connected TV ad spend (YoY growth) according to BMO Capital Markets: 1) 2020 – $14B 2) 2021P – $21B (↑ 54%) 3) 2022P – $29B (↑ 37%) 4) 2023P – $37B (↑ 30%) 5) 2024P – $47B (↑ 27%) 6) 2025P – $58B (↑ 22%) […]

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State Of The Screens

1. The Unlikely Return of the TV Antenna Big news: EW Scripps is placing additional bets on multicast networks with the launch of three new channels (Newsy, Defy TV, and TrueReal) across their 41 market footprint.   Big question #1: What is a multicast network?   Quick answer: A multicast network takes advantage of digital TV signals and allows local broadcasts to offer multiple channels […]

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