Research
FORUM TRANSCRIPT

Podcast Advertising Industry Outlook – 7 July 2021

  • Credit
  • Multi Sector
  • North America
PREMIUM

Specialist

Former C-level executive at Stitcher

Agenda

  • Operating environment for iHeart (NASDAQ: IHRT) and Spotify (NYSE: SPOT) – demand drivers for advertising on podcasts over the next 12-24 months
  • Evolution of open RSS feeds vs exclusive subscription content and subsequent knock-on implications
  • Evolution of monetisation schemes between advertising and subscription and ability to better leverage listener data
  • Outlook for H2 2021 and beyond – M&A themes, industry winners and losers

Questions

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