How YouTube Beat Disney to Become the "New King of All Media"
April 5, 2025
15,169
296
35
2.18%
Search the Record
IndexedEvery word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
Bloomberg Television Episodes Around April 5, 2025
See what was published immediately before and after this episode.
4:52Now PlayingHow YouTube Beat Disney to Become the "New King of All Media"
YouTube Description
as posted by the channelWith fears of search advertising growth slowing and Alphabet actively working to diversify beyond it — while still defending its dominance — Cloud and YouTube have become critical drivers of near- to medium-term growth. Together, these segments now contribute over 30% of total revenue and are the fastest-growing scaled businesses within Alphabet.
According to new research from MoffettNathanson, YouTube is set to become the “New King of All Media.” As of 2024, YouTube was already the second-largest media company by revenue at $54.2 billion, trailing only Disney. However, this dynamic is expected to shift in 2025, when YouTube is poised to take the top spot — making it not only the leader in engagement but revenue as well. If YouTube was a standalone business, public comps suggest the business would be worth $475 to $550 billion, or about 30% of Alphabet’s current valuation.
MoffettNathanson co-founder and senior research analyst Michael Nathanson explains how YouTube's dominance is impacting other streaming giants like Netflix and Disney, and how less powerful content providers are being forced to adapt. Michael speaks with Tom Keene and Paul Sweeney on Bloomberg Radio.
Get more on the Bloomberg Surveillance Podcast:
--------
Watch Bloomberg Radio LIVE on YouTube
Weekdays 7am-6pm ET
Follow us on X
Subscribe to our Podcasts:
Bloomberg Daybreak
Bloomberg Surveillance
Bloomberg Intelligence
Balance of Power
Bloomberg Businessweek
Listen on Apple CarPlay and Android Auto with the Bloomberg Business app:
Apple CarPlay
Android Auto
Guests & Subjects Covered
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.