What Disney’s moves mean for streaming; YouTube enhances live shopping

Plus: Sephora’s loyalty SVP shares tips on creating a best-in-class loyalty program [Insider Intelligence]( [Emarketer Daily]([Emarketer Daily]( Charts. News. Analysis DECEMBER 1, 2023 | By Sara Lebow, Arielle Feger, Becky Schilling, and Meaghan Yuen Starting today, Google will be [saying goodbye]( to inactive Gmail accounts. So if you have any email addresses you haven’t checked on in a few years, now may be a good time to see if you have anything important in those inboxes. Was this email forwarded to you? Sign up [here](. TOP STORY [Full Hulu ownership and content budget cutbacks: What Disney’s big headlines mean for the streaming landscape]( The Walt Disney Co.’s recent moves, including [the full acquisition of Hulu]( and [adjustments in its content investment]( strategies, underscore a pivotal phase for the growth of the entertainment giant’s streaming business. For connected TV advertisers, these drivers and drawbacks are worth keeping an eye on. Goal: Assert Disney as a streaming giant In July, Disney CEO Bob Iger suggested the potential sale of the company’s linear TV assets, which he said “may not be core” to the business, according to CNBC. But at this week’s New York Times DealBook Summit, Iger announced the company would not be selling linear assets like ABC and FX. The digital-first approach comes as linear TV viewership declines. By 2025, US adults’ average time spent per day with linear TV will drop to 2 hours and 40 minutes, 15 minutes less than this year, according to our June 2023 forecast. [Keep reading]( NEWS AND VIEWS [YouTube updates Product Drops tool for enhanced accessibility and control]( Our view: Platforms are still trying to make livestream commerce take off in the US. TikTok has had some success with TikTok Shop, and YouTube is making moves to stay in the game. [US judge blocks Montana from banning TikTok use in state]( Our view: Potential TikTok bans were big news earlier this year, but concern has died down. The Montana TikTok ban’s block is good news for TikTok—and for its advertisers. [On ChatGPT’s first anniversary, its mobile apps have topped 110M installs and nearly $30M in revenues]( Our view: The internet hasn’t been completely reshaped by ChatGPT one year out, but it’s clear generative AI chatbots aren’t a passing fad either. ANALYSIS [Sephora’s loyalty SVP shares tips on creating a best-in-class loyalty program]( With over 34 million members, Sephora’s Beauty Insider loyalty program is generally regarded as [one of the best loyalty programs in the US](. To keep customers coming back, Sephora is balancing gamified experiences with the classic rewards that it knows customers like. Here are five tips from Emmy Brown Berlind, senior vice president and general manager of loyalty at Sephora, on how retailers can level up their loyalty programs and deliver a best-in-class experience. [Keep reading]( THINGS TO KNOW 🍎 [Apple and Paramount discuss bundling their streaming services]( 🧵 [Instagram Threads search now supports ‘all languages’ in latest update]( ▶️ [YouTube just made it harder to avoid ads with a tiny skip button]( 📍 [Pinterest begins testing a ‘body type ranges’ tool to make searches more inclusive]( PODCAST [Behind the Numbers: The Weekly Listen]( Can X/Twitter climb out of the new hole it's dug, buying cars on Amazon, and targeted ads on planes. Tune in on [Apple Podcasts](, [Spotify](, [YouTube](InsiderIntelligence), or wherever you listen to podcasts. [Follow us on Instagram.Â]( [Listen in]( THE BIG QUESTION Press play: What was the No. 1 most viewed YouTube channel in the US last week? A) MrBeast B) Cocomelon C) Toys and Colors D) ViralHog [Get the answer]( Email sent to: {EMAIL} If you cannot view the HTML newsletter, [please read it in your browser here](. [Become a Premium Subscriber]( | [Advertise with us]( [Manage your email preferences]( | [Unsubscribe]( | [Terms of Use]( | [Privacy Policy]( ©2023 Insider Intelligence, One Liberty Plaza 9th Floor, New York, NY 10006 [LiveIntent Logo]( [AdChoices Logo](