With 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:
Apple: http://bit.ly/3OPtReI
Spotify: http://bit.ly/42xmHPz
Anywhere: http://bit.ly/3oOD8ZH
——–
Watch Bloomberg Radio LIVE on YouTube
Weekdays 7am-6pm ET
WATCH HERE: http://bit.ly/3vTiACF
Follow us on X: https://twitter.com/BloombergRadio
Subscribe to our Podcasts:
Bloomberg Daybreak: http://bit.ly/3DWYoAN
Bloomberg Surveillance: http://bit.ly/3OPtReI
Bloomberg Intelligence: http://bit.ly/3YrBfOi
Balance of Power: http://bit.ly/3OO8eLC
Bloomberg Businessweek: http://bit.ly/3IPl60i
Listen on Apple CarPlay and Android Auto with the Bloomberg Business app:
Apple CarPlay: https://apple.co/486mghI
Android Auto: https://bit.ly/49benZy
Author: Bloomberg Television
Go to Source
News post in April 6, 2025, 12:05 am.
Visit Our Sponsor’s:
News Post In – News
