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The mouse house may seem like an indelible media king), But despite the time he spent in the game, a new competitor arrived to steal the crown.
In a recent note, the main analyst of Movitathson Michael Nathanson revealed from Disney ((B)) Its progress has long been lost – the bomb.
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“YouTube has the ability to become the central complex of all professional things, as it has placed itself to capture a share of the Consumer TV market of $ 85 billion and the Netflix market, which is flowing of $ 30 billion in the United States,” Natathon wrote.
Related: Disney provokes eyebrows with controversial policy changes
Nathanson also expects good news to Alphabet’s ((Googl)) YouTube regarding subscription work.
“We look forward to the future, we expect that the subscription revenues will continue to grow, mainly driven by the additions of the subscribers,” he said. “However, with no price increase in our model, we expect a gradual slowdown in the growth growth as moderate net additions, especially for YouTube TV.”
YouTube TV Its last prices raised in December 2024 To $ 82.99 a month, twice as it was five years ago. It was originally launched in 2017 at $ 34.99 a month. The service had 8 million subscribers as of 2024. In February 2025, 11.6 % of all the country’s TV uses were on YouTube, according to Nielsen for media distributors.
Looking at the impressive YouTube path
Natathon says he expects a YouTube path to watch.
“As a result, we expect the total income growth in YouTube will settle in low numbers to mid 205 to 2027,” he said. “This path – and the possibility of attaching the trend up – confirms why we explore the dynamics of YouTube liquefy and the unexploited opportunities that await us in the sections below. In our opinion, the opportunity is mature to take it.”
Related: YouTube TV may lose common channels
Nathanson had similar ideas on YouTube in a memo on March 31, saying: “YouTube has a large runway for more growth – not only in its liquefaction but also in expanding new business sectors, such as becoming the first flow council.”
The prediction comes correctly YouTube celebrates the twentieth anniversary of its foundingPresent the gift completely to celebrate this occasion. By 2024, YouTube ((Googl)) He successfully climbed to the second largest media company with revenues 54.2 billion dollars.
Perhaps the most surprising thing is that a large part of these revenues comes from its ads. In the fourth quarter of 2024 alone, YouTube achieved $ 10.473 billion in the advertisement, the first time that the broadcasting platform has destroyed $ 10 billion in the strict quarter of ads.
Although people are very noisy about hate ads, they are clearly watching them anyway.
Oh, one is not expected to mention: more and more people over 65 years old also control YouTube. Nielsen also mentioned that the demographic has doubled almost over the past two years, now equally with children between the ages of 2 and 11. Many say how older generations find new ways to control.
Related: Fox News gets a huge “stumbling” from a wave of sudden viewers
