hernanlopez · TEXXR

...THE BIGGER PICTURE: -> YouTube monetizes attention at a lower RPMH than Netflix and Meta, but at massive scale -> The platform is executing a multi-device (mobile -> TV), multi-revenue (ads -> subscriptions) playbook that competitors are now trying to replicate -> Free options including YouTube are gaining time spent faster on TVs. -> Netflix is still more profitable than YouTube ($13B reported OpInc for Netflix vs our estimated $9B for YouTube)

2026-02-05 View on X

Variety

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 BI...

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...THE BIGGER PICTURE: -> YouTube monetizes attention at a lower RPMH than Netflix and Meta, but at massive scale -> The platform is executing a multi-device (mobile -> TV), multi-revenue (ads -> subscriptions) playbook that competitors are now trying to replicate -> Free options including YouTube are gaining time spent faster on TVs. -> Netflix is still more profitable than YouTube ($13B reported OpInc for Netflix vs our estimated $9B for YouTube)

2026-02-05 View on X

Alphabet

Alphabet reports Q4 revenue up 18% YoY to $113.83B, above $111.43B est., Cloud revenue up 48% to $17.66B, vs. $16.18B est., and net income up 30% to $34.46B

MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.

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...Meta's vertical video ecosystem now monetizes time spent as effectively as Netflix...In the US, Meta actually enjoys higher Revenue Per Thousand Hours according to Owl & Co estimates. The numbers: $201B in revenue, up 22% YoY. 98% came from advs on its family of apps, driven by AI ad tools and time spent growth, especially from vertical video. Reels alone hit a $50B annual run rate in October, powered by over 2B advertisers using Meta's AI tools to generate video ads...

2026-01-29 View on X

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

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@Meta made $201B in 2025. Here's why that matters to @netflix and other streamers. Meta's vertical video ecosystem now monetizes time spent as effectively as Netflix, the gold standard in premium streaming. In the US, Meta actually enjoys higher Revenue Per Thousand Hours [image]

2026-01-28 View on X

Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 9%+ after hours

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.

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Is TikTok double-dipping in short dramas?...Here's a development that hasn't been reported in the US yet. Late December, TikTok quietly launched PineDrama in the US and Brazil, a standalone short drama app that connects directly to users' TikTok accounts. The app mirrors TikTok's UI with vertical scrolling feeds and features series from ShortMax, FlareFlow, Sereal+ and others. Most series feature American actors. What makes this interesting: PineDrama advertises itself as “ad-free” and doesn't yet support paywalls or subscriptions...

2026-01-17 View on X

Business Insider

TikTok has launched a standalone micro drama app, PineDrama, in the US and Brazil, offering vertical serialized shows for free without ads or paywalls for now

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Is TikTok double-dipping in short dramas? Short dramas generated $3B in revenue in 2025, up 2.4x y/y and consistent with our earlier forecast. The market is heating up: DramaBox is seeking $100M at a $500M valuation (per Business Insider), and Holywater just raised $22M in [image]

2026-01-16 View on X

Business Insider

TikTok has launched a standalone micro drama app, PineDrama, in the US and Brazil, offering vertical serialized shows for free without ads or paywalls for now

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...But here's what caught my attention: by specifically saying “we're not interested in sports rights or exclusive entertainment rights,” he left the door wide open to non-exclusive AVOD rights to TV and film, what I predicted last month. THE BIGGER PICTURE: → 3 billion people use Instagram every month—BEFORE they go into TVs → Meta's mobile RPMH hit $207 globally in Q2, competitive with Netflix's $229...

2025-10-10 View on X

Bloomberg

Adam Mosseri says Instagram is exploring building a TV app as part of a deeper video push, but isn't interested in licensing live sports or Hollywood content

BEFORE they go into TVs → Meta's mobile RPMH hit $207 globally in Q2, competitive with Netflix's $229... @richlightshed : 🔥 “GenAI will bring the cost of producing content to zero”...

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@OpenAI's Sora is #1 on the App Store despite being invitation-only. Think TikTok for AI video. The timing is no accident. ChatGPT hit 85M mobile MAUs in the US (the total number, including desktop and global, is much larger). But they can't monetize free users: no ads, no [image]

2025-10-04 View on X

CNBC

OpenAI's invite-only Sora app becomes the top free app in the US App Store three days after its launch, ahead of Gemini in second and ChatGPT in third

“OpenAI released the Sora app on Tuesday, just days after Meta released a similar product as part of its Meta AI platform. NPR took an early look and found that OpenAI's app could...

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@OpenAI's Sora is #1 on the App Store despite being invitation-only. Think TikTok for AI video. The timing is no accident. ChatGPT hit 85M mobile MAUs in the US (the total number, including desktop and global, is much larger). But they can't monetize free users: no ads, no [image]

2025-10-04 View on X

Sam Altman

Sam Altman says OpenAI is planning two Sora changes for rightsholders: granular controls over generation of their characters and a revenue sharing system

We have been learning quickly from how people are using Sora and taking feedback from users, rightsholders, and other interested groups.

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That was fast! Credit to OpenAI's Sora for reversing their position on copyrights quickly, giving copyright holders an opt-in

2025-10-04 View on X

Sam Altman

Sam Altman says OpenAI is planning two Sora changes for rightsholders: granular controls over generation of their characters and a revenue sharing system

We have been learning quickly from how people are using Sora and taking feedback from users, rightsholders, and other interested groups.

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But it's Amazon's, Disney's and Netflix's fault for not opting out before they even knew they had to opt out right?

2025-10-03 View on X

CNBC

OpenAI's invite-only Sora app becomes the top free app in the US App Store three days after its launch, ahead of Gemini in second and ChatGPT in third

OpenAI now has two of the top three free apps in Apple's App Store, and its new video generation app Sora has snagged the coveted No. 1 spot.

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But it's Amazon's, Disney's and Netflix's fault for not opting out before they even knew they had to opt out right?

2025-10-03 View on X

404 Media

OpenAI's Sora 2 generates copyright infringing content, including numerous AI-generated clips featuring SpongeBob, Pokémon, Mario, Rick and Morty, and Star Wars

From Dildo Ads to Furry CEOs Alex Mahadevan / Poynter : My journey into the artificial world of Sora 2 X: Paul Yacoubian / @paulyacoubian : Just found out if you try to delete your...

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@YouTube just broadcast their first @NFL game. Average Minute Audience: 17M globally (16M in the US). Netflix's two Christmas Day games delivered over 30M global AMA (26.5M in the US). Fair comparison? Maybe not...But I was surprised to see that only 6% of YouTube's audience came from overseas. @netflix, despite its paywall, pulled 14%...YouTube famously says it doesn't put its thumb on the algorithm. Maybe this time they should have...

2025-09-09 View on X

Variety

YouTube says its first exclusive NFL broadcast on September 5 averaged more than 17.3M global viewers, including 1.1M average minute audiences outside of the US

YouTube just made history with its first-ever exclusive … Kae Nakajo-Robben : It's not everyday you get to be a part of something so momentous. The Chiefs vs. Chargers game in Bra...

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Alphabet just dropped Q1'25 earnings, and the @YouTube engine keeps firing. Here are the KPls they reported-and my estimates for the ones they didn't: 1️⃣ Ad Revenue: $8.9B, up 10% YoY (Reported) 2️⃣ Subscription revenue: ~$4.5B, up 26% YoY (my estimate) This growth was driven [image]

2025-04-25 View on X

Alphabet

Alphabet reports Q1 revenue up 12% YoY to $90.2B, net income up 46% to $34.54B, Services revenue up 10% to $77.3B, and Other Bets revenue down 9% to $450M

MOUNTAIN VIEW, Calif. - April 24, 2025 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2025.

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Alphabet just dropped Q1'25 earnings, and the @YouTube engine keeps firing. Here are the KPls they reported-and my estimates for the ones they didn't: 1️⃣ Ad Revenue: $8.9B, up 10% YoY (Reported) 2️⃣ Subscription revenue: ~$4.5B, up 26% YoY (my estimate) This growth was driven [image]

2025-04-25 View on X

Variety

Alphabet says it surpassed 270M paid subscriptions, driven by YouTube and Google One, and reports YouTube Q1 ad revenue up 10.3% YoY to $8.93B, vs. $8.97B est.

The video giant's ad revenue reaching $8.93 billion … See also Mediagazer

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A few hours after I posted this, the WSJ published a story about Netflix's ambitious goals for 2030. I did wonder why did they let those pretty specific numbers leak four days before they release earnings? https://www.wsj.com/...

2025-04-15 View on X

Wall Street Journal

Source: by 2030, Netflix aims to reach a $1T valuation, earn ~$9B in global ad sales, double its $39B 2024 revenue, and triple its $10B 2024 operating income

Netflix Inc. might not be the first company you think of when you think of tariffs. Erik Gruenwedel / Media Play News : Samba TV: Max's ‘The Last of Us’ S2 Debut Viewership Tops S1...

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@Amazon made a profit of at least $100 million on Beast Games, according to sources cited by @jtoonkel at the @WSJ . How could that be? I'm breaking it down: Amazon paid $100 million for the Season 1. Assuming the profit estimate came from Amazon insiders (who have little incentive in letting it leak) they generated $200 million in... something. While ad revenue played a small role, for sure, the most likely explanation is that Beast Games drove tons of new subscribers to Prime (or Prime Video standalone, for some markets) and Amazon assigned to the show a share of their lifetime value...

2025-03-15 View on X

Wall Street Journal

Streamers court YouTubers for new shows or spinoffs; sources: Amazon made $100M+ in profit on Beast Games and Netflix held talks with Dude Perfect for a series

Jessica Toonkel / Wall Street Journal :

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