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Instagram Explores Dedicated TV App to Challenge YouTube

Instagram plans a standalone TV app to bring vertical video content to living rooms and expand advertising, aiming to challenge YouTube’s 12.5% U.S. connected TV viewing share, Nielsen says.

  • On October 9, 2025, Instagram head Adam Mosseri revealed at the Bloomberg Screentime conference in Los Angeles that Instagram is `exploring` a dedicated standalone TV app but has no immediate launch plans.
  • Data on U.S. viewing habits show television overtook mobile as the primary device for YouTube, while Instagram’s Reels and editing tools reflect its focus on short-form video.
  • Meta Platforms Inc. has nearly 4 billion monthly users and Instagram 3 billion, while nearly 40% of U.S. YouTube viewing occurred on TVs in 2024 and about 60% of sessions lasted half an hour or more.
  • Bringing Reels to TVs aims to increase viewer engagement and advertising inventory for Meta Platforms, but success depends on user experience, distribution partners, and advertiser metrics.
  • The move positions Instagram to challenge Alphabet Inc.'s YouTube on connected TVs, but YouTube's strong TV pull and growing older demographics make competition tough for other TV players.
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Meta analyzes the launch of an Instagram application for TV, confirmed platform director Adam Mosseri, at the Bloomberg Screentime conference. A new version would allow users to follow Reels on large screens, marking a step...

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Variety broke the news in Los Angeles, United States on Monday, June 23, 2025.
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