The New TV VIewer: AI's Fresh Take on Streaming Habits

Session details:

Hello team! I would feel incredibly privileged to again participate in the concluding panel of the show, the "analysts" take, complete with a ppt of fresh data from the researchers that work hard to further our understanding of TV viewing habits.

As we've done now for two years running, I'd seek to keep the main format which essentially consists of a slide of data / insight and a 60 - 90 second comment on that data.

Editorially, from my POV, two things I'd emphasize.

(1) Specifically for AI, I'd like each analyst to share an example of how AI is changing research. Embedded in the title of my proposal is the idea that, for me, as a researcher, I've got very specific examples to share about how LLMs are totally changing the game. I wonder what other analysts think. Has AI enabled them to formulate a fresh take?

(2) More Broadly, I feel we're entering a new phase of TV, call it the "streaming maturity" age. We are "settling-in" to our new landscape, it's not totally a la carte, but it's much better than it used to be! We've got a nice pyramid of options, one or two or five big content blocks at the top; a bunch of great stuff in smaller packages in the middle; and a massively growing long-tail at the bottom (which will only continue to lengthen with AI generated video.) 

Further to the above view, I see pay TV as bottoming out soon and new growth coming as consumers take to the huge boost of innovation that we are going to see in 2026. This includes tech-driven features like multiview, mosaics, specialized ad formats, and interactivity. And it works in conjuction with growth in new categories like prediction markets.

If we can nail this down in advance, the opportunities here are tremendous.