As AVOD platforms scale and mature, the question is no longer whether growth is possible, but what kind of growth actually matters. This fireside chat contrasted incremental progress (optimisation, partnerships, yield, and reach) with the more transformational shifts required to stand out in an increasingly crowded market. Against a backdrop of exploding content supply, from influencers and micro-dramas to generative AI, the session explored how platforms decide where to place their biggest bets.

On stage, David Salmon, EVP & Managing Director, International, Tubi, was in conversation with Gulliver Smithers to share a candid update on Tubi’s trajectory, strategic priorities, and the role of fandoms in driving engagement at scale.

The discussion also widened to the industry’s evolving relationship with YouTube, including questions of value capture and “equity degradation,” before closing with a view of what incremental versus transformational growth realistically looks like over the next 12–24 months.

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