Amazon Prime Video Ramps Up Ads, Taking on Netflix and Disney+ in Streaming Battle
Portfolio Pulse from Anusuya Lahiri
Amazon Prime Video plans to increase advertisements in 2025, following Netflix and Disney+'s strategies. Amazon aims to boost its ad revenue, which rose 20% to $12.8 billion in Q2 2024. The company targets 19 million monthly British viewers and explores interactive ad formats.
October 03, 2024 | 12:02 pm
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NEUTRAL IMPACT
Disney+ is part of the competitive landscape Amazon is targeting with its ad-supported model. Disney's stock is up over 18%, with upcoming blockbusters potentially boosting its streaming service.
While Amazon's strategy targets Disney+ among others, Disney's stock is already on an upward trend due to its content pipeline. The direct impact of Amazon's move on Disney's stock is neutral.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Netflix's strategy of ad-supported tiers is being emulated by Amazon, indicating the effectiveness of Netflix's approach. Netflix's stock has increased 89% in the last 12 months, supported by its content slate and potential price hikes.
Amazon's adoption of an ad-supported model similar to Netflix's suggests validation of Netflix's strategy. However, the direct impact on Netflix's stock is neutral as the company is already benefiting from its content and pricing strategies.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 50
NEUTRAL IMPACT
Paramount+ is part of the competitive streaming landscape that Amazon is targeting with its ad-supported model.
Amazon's strategy includes targeting competitors like Paramount+, but the direct impact on Paramount's stock is minimal as the focus is on Amazon's growth.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 30
NEUTRAL IMPACT
Warner Bros. Discovery's Max is part of the competitive landscape Amazon is targeting with its ad-supported model.
Amazon's strategy includes targeting competitors like Warner Bros. Discovery's Max, but the direct impact on Warner Bros. Discovery's stock is minimal as the focus is on Amazon's growth.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 30
POSITIVE IMPACT
Amazon plans to increase advertisements on Prime Video in 2025, aiming to boost its ad revenue, which rose 20% to $12.8 billion in Q2 2024. The company targets 19 million monthly British viewers and explores interactive ad formats.
Amazon's strategy to increase ads on Prime Video is likely to boost its advertising revenue, which already saw a 20% increase. This move aligns with industry trends and could enhance Amazon's competitive position in the streaming market.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100