MoffettNathanson: YouTube became the world's largest media company in 2025 with an estimated $62B in revenue, passing the $60.9B made by Disney's media business
MoffettNathanson: YouTube became the world's largest media company in 2025 with an estimated $62B in revenue, passing $60.9B earned by Disney's media business
The influential financial research firm MoffettNathanson suggests that the Google-owned video platform passed Disney's media business in 2025.
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”
more than every entertainment company on earth other than Disney. (And that's only if you include parks.) https://www.hollywoodreporter.com/ ...Hernan Lopez /@hernanlopez:...THE BIGGER PICTURE: -> You...
Disney plans to launch its new flagship sports streaming service ESPN on August 21 for $29.99 per month, or $35.99 per month when bundled with Disney+ and Hulu
ESPN will launch its new flagship streaming service — also named ESPN — on August 21. — Disney's ESPN has been working …
Disney says it has an estimated 157M global MAUs watching ad-supported content across its streaming services Disney+, Hulu, and ESPN+, including 112M US users
Lillian Rizzo / CNBC :
Leaked Disney files include personal data of some staff and customers and show that Disney+ had $2.4B+ revenue in Disney's March quarter, or ~43% of DTC revenue
Data trove sheds light on entertainment giant's operations, and exposes personal data of some staff and customers
Disney reports Q3 revenue up 4% YoY to $23.2B and a $47M streaming business operating income, a first, vs. a $512M loss in Q3 2023, and revenue up 15% to $6.4B
Company warns weak theme park demand could extend into the ‘next few quarters’ … That said, there were some mixed emotions …
WBD, Disney, and Fox plan to launch their joint sports streaming venture Venu for $42.99 per month initially, with a seven-day free trial, expected in fall 2024
Streaming sports on a stand-alone basis won't be cheap. … The service is expected to debut in the fall in conjunction with the start of the next NFL season.
Tubi launches in the UK with over 20K movies and TV episodes, featuring content from distributors including Disney, Lionsgate, NBCUniversal, and Sony Pictures
The ad-supported streamer now has more than 80 million monthly active users. — Tubi, the free advertising-supported streaming service owned …
Interviews with ~12 media executives, such as Brian Roberts, John Malone, Barry Diller, and Ted Sarandos, about the future of streaming, bundling, ads, and more
I subscribe to Netflix, Amazon, Disney, Hulu, Apple, Peacock, Max, and Paramount+. — But the average American subscribes to 4 streaming services at an average of $61/month. … David Vogler : Churn, B...