Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions”
although it's impossible to compare businesses — BUT that's still about $10 billion LESS than what Reels ~alone~ generated in annual run rate.Julia Alexander /@loudmouthjulia:Also in Alphabet's earnings: Google surpassed 325 million paid subscriptions, led by Google One and YouTube Premium. Up just under 20 percent compared to Q1 2025. Both ads + subs business is growing healthily. I imagine this will come up in Ted Sarandos' regulatory convos...
YouTube's ad revenue for the year came in at just over $40.3B. Impressive. To compare, Netflix's annual ad revenue was $1.5 billion — although it's impossible to compare businesses — BUT that's still about $10 billion LESS than what Reels ~alone~ generated in annual run rate.
Also in Alphabet's earnings: Google surpassed 325 million paid subscriptions, led by Google One and YouTube Premium. Up just under 20 percent compared to Q1 2025. Both ads + subs business is growing healthily. I imagine this will come up in Ted Sarandos' regulatory convos...
YouTube eclipsed $60 billion in sales last year — more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...