Andrew Frank

    Pundit

    Andrew Frank

    3 receiptsTracked since Apr 2026

    Gartner distinguished VP analyst; martech and advertising.

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    — Filed —

    3 receipts

    2026

    3 predictions
    1. Jan 7, 2026Partially right.
      We’re seeing the dawn of the reconciliation of Hollywood with Silicon Valley, is the way I like to put it. In addition to Netflix maybe buying Warner Brothers…people [may] remember that Amazon bought MGM, which was another big Hollywood-Valley deal. I think that you’re going to see a lot of growth in the focus on streaming content for a lot of the big platform companies.

      The illustrative merger scenario (Netflix–Warner) did not occur, but Hollywood–Silicon Valley entanglement deepened through ongoing integration of tech-platform ownership and distribution of studio IP, and strategic alliances. Major platforms continued to treat streaming content as a central pillar, increasing investment in original programming and ad-supported tiers.

    2. Jan 7, 2026Called it.
      I think you’re going to see some integration between two separate markets—the creator economy market, where YouTube has really been the trendsetter there, and the original content market, where Netflix and the streaming companies have been the trendsetters. I think you’re going to see that start to come together, where a lot more of the companies that have been doing original content will integrate creator content both for economic reasons and because it’s popular. You’ll start to see blending of studio content with user-generated material, especially on ad-supported FAST channels and things like that.

      FAST channels featuring creator content expanded, with streaming services curating channels built around social/creator personalities and repackaged UGC-style formats. Collaborations between streamers and creators increased, with major streaming brands running projects where YouTube/TikTok creators co-host or extend studio IP. The economic rationale (lower production costs, higher engagement) also proved accurate.

    3. Jan 7, 2026Called it.
      There will be a lot more data collaboration initiatives between advertisers, streaming companies, and maybe retailers as well to try to solve the accountability problem in streaming media in particular and in CTV and OTT. I think you’re going to see data become a more important part of the advertising ecosystem.

      Major streamers deepened or launched partnerships with retail media networks, creating clean-room style data collaboration. Measurement providers and streamers expanded multi-party data clean rooms and cross-publisher IDs for CTV. Streaming ad products increasingly marketed first-party viewer data and collaboration tools as a key differentiator.