A marketer’s guide to Netflix; A new way to use AI

Plus: The rise of grocery brings a fundamental shift in the ecommerce landscape [Insider Intelligence]( [Emarketer Daily]( Daily]( Charts. News. Analysis FEBRUARY 5, 2024 Forget Apple’s new headset. The hottest new device is … an [origami computer]( According to two scholars, folded paper “can solve any tractable computational problem, given enough time.” Well? What are you waiting for? Was this email forwarded to you? Sign up [here](. TOP STORY [Unraveling Netflix’s growth as a streaming giant and an advertising newcomer]( Netflix, a powerhouse in the streaming industry, has revolutionized entertainment consumption since its inception in 1997. From its roots as a DVD rental service to its current dominance as a global streaming giant, Netflix has redefined how audiences engage with streaming content. In this guide, we dissect Netflix’s business model, drawing essential insights that marketers need to know to strategize their connected TV spend. [Read our new guide]( NEWS AND VIEWS [YouTube Premium hits 100 million subscribers, showing an appetite for ad-free video]( Our view: YouTube has increasingly been viewed as a competitor to more “traditional” streaming services like Netflix or Disney+, especially as more of its viewership shifts to TVs. But its push to increase ad-free, YouTube Premium subscriptions puts it at odds with the ad-supported push its competitors have made. [Snapchat: ‘We’re not social media’]( Our view: Snapchat is wise to lean into what sets it apart from the likes of Instagram, Facebook, and TikTok. But those same differences can make the platform difficult to monetize, and amid this new campaign, [Snap is making cuts](. [AI fuels a new era of product placement]( Our view: AI-generated billboards in digital content combine the authenticity of creator content with the efficiency of AI. That said, without creators interacting with those products, they lose some of the appeal of creator marketing. ANALYSIS [The rise of grocery brings a fundamental shift in the ecommerce landscape]( The future of ecommerce is grocery. Historically, three categories led the US ecommerce market: apparel and accessories, computer and consumer electronics, and furniture and home furnishings. But in recent years, growth has been fueled by essential goods, including food and beverage items, personal care products, and household supplies. This shift will take grocery to the top of the four major ecommerce categories by 2026. Key stat: Digital grocery sales will account for 19.0% of US ecommerce sales in 2026, surpassing apparel and accessories as the largest ecommerce category. [The rise of grocery brings a fundamental shift in the ecommerce landscape]( [Keep reading]( THINGS TO KNOW 📈 [Amazon’s 2023 content spend climbed 14% to $18.9B]( 🥪 [At this year’s Super Bowl, crypto and AI are out, insurance and mayo are in]( 👯 [TikTok usage continues to climb among US adults]( 🌪️ [Oversight Board calls on Meta to rewrite ‘incoherent’ rules against faked videos]( PODCAST [Behind the Numbers: The Daily]( The race to create artificial general intelligence, real 'Ready Player One', and controlling your smart home. Tune in on [Apple Podcasts]( [Spotify]( [YouTube]( or wherever you listen to podcasts. [Follow us on Instagram.]( “Behind the Numbers” is made possible by StackAdapt. [Listen in]( THE BIG QUESTION Hidden figures: How many videos are on YouTube? A) 1.4 million B) 14 million C) 140 million D) 14 billion [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]( ©2024 Insider Intelligence, One Liberty Plaza 9th Floor, New York, NY 10006 [LiveIntent Logo]( [AdChoices Logo](