Activate Consulting

2025 Tech & Media Outlook is live! Highlights: ✅ $1.1T growth by 2028 ✅ Generative AI transforming search ✅ $3T eCommerce growth globally ✅ 3.5B gamers, $200B in gaming revenue by 2028 Full report out now! #TechOutlook2025 #AI #eCommerce #Gaming activate.com/insights

Sports betting is creating significant opportunities beyond sportsbooks. Michael J. Wolf shared on Bloomberg’s Wall Street Week that the NFL has made $1 billion in partnerships with sports betting companies, while these companies are investing another $1 billion on advertising across media platforms. With 39 states now legalizing sports betting, the industry focus will shift to capitalizing on the existing $500 billion illegal sports betting market. Media companies should look to leverage these partnerships to drive ad revenue, while leagues can benefit from strategic alliances to boost revenue and enhance fan engagement. More in our 2024 Outlook: activate.com/insights #ActivateConsulting #SportsBetting #MediaStrategy #NFL #TechOutlook2025

Streaming mirrors early cable networks—initial losses followed by profitability. Despite talks of cutting programming costs, major players like Amazon Prime Video are still spending heavily, adding sports to attract viewers. Continued investment in quality content is essential. Balancing this with financial discipline will be crucial for long-term success. Stay tuned for more insights with @mjw in our upcoming 2025 Tech & Media Outlook, unveiling at the upcoming WSJ Tech Live. Read our 2024 Outlook: activate.com/insights #ActivateConsulting #StreamingIndustry #MediaStrategy #TechOutlook2025

Traditional TV revenue is declining fast, with cable subscribers expected to drop from 70 million to 50 million in three years. Media companies must balance optimizing their linear assets while investing in the future of streaming. The challenge is strategically navigating this transition, leveraging existing assets, and adapting to a rapidly evolving digital landscape. Read our full 2024 Outlook for more insights from @mjw: activate.com/insights #ActivateConsulting #MediaIndustry #DigitalTransformation #StreamingStrategy

With Larry Ellison taking the helm and bringing in Jeff Shell, former head of NBC, we’re seeing a strategic move that recognizes the importance of understanding both the studio and network sides of the business, including sports and streaming, as @mjw discussed previously. Paramount's challenge has been a lack of investment and creative leadership. This new leadership team could be the catalyst to revitalize Paramount's strategic direction and growth. Aligning resources to foster innovation and make bold investments in content and technology will help companies stay competitive. More insights in our 2024 Outlook: activate.com/insights #ActivateConsulting #MediaLeadership #BusinessStrategy #DigitalTransformation

Sports are emerging as a vital driver for streaming platforms. As @mjw discussed on Bloomberg's Wall Street Week, top-viewed shows are dominated by sports, especially the NFL. With more games moving to streaming, platforms like Amazon and Apple are bidding fiercely for rights, pushing their value higher. For leagues, this means increased revenue opportunities. For streaming services, integrating live sports is a strategic move to attract and retain subscribers. Live sports are no longer just content—they are a key component in driving platform profitability and audience engagement. Read our 2024 Outlook for more insights: activate.com/insights #StreamingStrategy #SportsMedia #ActivateConsulting #MediaInnovation

.@mjw recently highlighted on Bloomberg's Wall Street Week that U.S. sports betting this year will see $140 billion in legal bets, with projections reaching $200 billion in three years. The real prize lies in the $500 billion still wagered illegally. The industry is transitioning from bookies to legal platforms like BetMGM and DraftKings, driving massive growth. Read our full report: activate.com/insights #ActivateConsulting #SportsBetting #Legalization #TechOutlook2025 #ActivateInsights #ActivateGrowth

Each international market needs a tailored strategy. Asian markets like Japan and South Korea require localized content due to low global overlap, while Germany, Brazil, and Mexico offer big opportunities with their large market size. Balancing investment is key. Explore more: activate.com/insights #ActivateConsulting #StreamingServices #ActivateInsights

Streaming services are pushing users toward ad-supported tiers. Prime Video is adding advertisements, Disney+ hiked ad-free prices by 27%, and Netflix removed its "Basic" plan. The future of content will blend affordability with ad-driven models. Explore more: activate.com/insights #ActivateConsulting #StreamingServices

Super Gamers are distinct: 67% male, 49% aged 18-34, and 40% earn $100K+. Targeted engagement is key for brands looking to connect with this influential segment. Explore more in our full report: activate.com/insights #ActivateConsulting #DigitalStrategy #SuperGamers #ActivateInsights

In 2020, live entertainment paused, but the desire for connection didn’t. By 2023, with $50B spent on events in the U.S., the industry made a full comeback. The 2024 Paris Olympics took the excitement global. As we approach 2025, live entertainment is setting the stage for the future. activate.com/insights #ActivateConsulting #ActivateGrowth

Generative AI is built on four essential pillars: models, data, compute, and interfaces & software tools. Each pillar is critical and benefits different players: 1. Models: Algorithms driving generative AI, benefiting tech giants and disruptive startups like OpenAI, Cohere, and Stability AI. 2. Data: High-quality data fuels AI, aiding companies with vast data pools like Amazon and industry-specific leaders like Butterfly. 3. Compute & Physical Infrastructure: AI's computational demands support chip manufacturers and cloud providers, including NVIDIA and AWS. 4. Interfaces & Software Tools: Effective interfaces and tools ensure adoption, vital for safety-focused AI firms and specialized industry solutions. Explore how these elements can drive your company's AI strategy in Activate's 2024 Outlook: activate.com/insights #ActivateGrowth #GenerativeAI #ActivateOutlook2024