CEO

Session details:

This is confidential - Please do not distribute.

Current Marketplace Situation:   Patented FAST 2.0 monittization 

PwC projects that US streaming advertising revenue will grow significantly faster than subscription revenue. From 2025 to 2029, ad revenue is expected to increase by 40%, rising from $26.5 billion to $37.3 billion, while subscription revenue is estimated to grow by nearly 13%, from $61.4 billion to $69.3 billion. PwC’s outlook clearly indicates that the future of streaming economics is advertising-led, not subscription-driven. A 40% jump in U.S. streaming ad revenue—more than three times the growth of subscription revenue—signals a major structural shift.

Currently, ad-free options are binary—either you pay, or you don’t. There’s no affordable, session-based way to monetize occasional ad-free viewing without either cannibalizing premium subscriptions or losing ad revenue.

Platforms can no longer rely on traditional ARPU growth driven by higher-priced ad-free tiers. That strategy is slowing down, consumer price sensitivity is increasing, and the gap between ad-supported and ad-free tiers is widening faster than the market can handle. Consumers wonder, “Why pay for an ad-free option across an entire channel when I only want a few shows without ads?”

As subscription growth plateaus due to market saturation, fragmentation, larger price differences between tiers, and increased churn rates, platforms face two conflicting demands:

1)     Maximize ad-supported revenue, which has become the main driver of growth.

2)     Address price-sensitive consumer demand for ad-free viewing, no longer solely generated through flat-rate premium tiers.

Now there's an opportunity to close the largest remaining revenue gap in streaming TV—monetizing ad-free and binge content, which was once dominated by TiVo and DVRs, and will now better serve the interests of viewers, publishers, and advertisers with our viewer-controlled technology.

The Product:

An ad-free technology that maintains ad revenue while offering a flexible, session-based monetization option without ads for consumers, advertisers, and publishers. The company links its ad-free technology to any FAST, SVOD with ads, or vMVPD platform. The result: significantly increases ARPU, reduces churn, streamlines operations, and enhances yield. Its patented technology and software create an ad-free monetization layer that can deliver up to 35% total revenue growth for any ad-supported streaming channel by transforming billions of dollars of unused ad capacity into more engaging storytelling and a new revenue stream. 

How it works

The company's patented technology seamlessly integrates with publishers’ SSAI (server-side ad insertion) partners and deploys without requiring publisher engineering or UX changes.

Workflow Summary - (SSAI workflow available upon request)

Adyah workflow leverages dynamic ad insertion (DAI) signaling, ad server messaging, and variable pricing logic to collect consent and trigger an ad suppression flag before ad stitching occurs.

One-click, transactional overlay prompts: Would you like to watch this program ad-free? ® Real-time ad-suppression flag, and the session ID triggered. ® Impressions are re-expressed into unsold inventory to improve fill rates and overall yield. ® Household-level impressions are instantly replaced with payments at approximately ($0.35–$0.80) per hour, dynamically priced in real time to meet publishers' CPM and fill rate targets.

With relatively low ad loads, supply exceeds demand, leaving 10-40% of FAST inventory unsold. The company's technology uses this unused inventory to provide a premium, ad-free option within the ad-supported ecosystem, benefiting viewers, channel partners, and advertisers, and turning billions of dollars of unused or under-monetized capacity into additional FAST revenue. The result: publishers retain 100% of their ad revenue and gain a new revenue stream through an ad-free option at the same CPM, with the added benefits of more time spent viewing, better storytelling, and session stickiness.

 Benefits:

·       Improves personalization, TSV, ARPU, Fill Rate, Yield, engagement, and loyalty.  

·       Establishes a secondary revenue stream.

·       Costs significantly less to operate than an SVOD offering. No bundles, sign-ups, or SVOD friction.

·       Deterministically identify ad-avoiders and include premium formats like pause ads and presenting sponsorships.

Our Commitment:

The company commits to these principles: ad-free pricing will only be offered when it improves your ad yield. That means: 

1.     Every transaction is optimized to increase the publisher’s bottom line.

2.     Publishers control pricing thresholds and inventory eligibility.

3.     The company will improve CPM’s and yield starting day one.

4.     Publisher increases TSV, ARPU, and personalization.