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YouTube Just Proved It’s Bigger Than Netflix. Here’s What Comes Next
YouTube's Q4 ad revenue rose 8.7% year-over-year to $11.38 billion, contributing to over $60 billion annual revenue amid growing subscriptions and AI-driven creator tools.
- In Q4 2025, YouTube tallied a record $11.38 billion in ad sales, an 8.7% year-over-year increase but below analysts' $11.84 billion consensus.
- Shifts in ad spending from TV to digital lifted YouTube's ad revenues, while YouTube Shorts’ 200 billion daily views and AI-powered creator tools used by over one million channels boosted content and monetization.
- Alphabet's wider results showed robust scale with total revenue up 18% to $113.8 billion, Google Cloud revenue surging 48% to $17.7 billion, and paid subscriptions exceeding 325 million.
- Investors reacted to larger AI-related spending forecasts as Alphabet's capital expenditures hit $27.9 billion in Q4, nearly doubling last year, while net income rose 30%.
- This year YouTube will evolve Shorts and other formats by integrating image posts, while YouTube TV soon adds multiview and at least 10 lower-cost plans, and secured Oscars streaming rights from 2029 through 2033.
Insights by Ground AI
18 Articles
18 Articles
The American video platform YouTube will have generated more than $60 billion in revenue from advertising and subscriptions by 2025, according to CEO Sundar Pichai of parent company Alphabet. The company also registered 325 million paid subscriptions at the end of last year, primarily through YouTube Premium and YouTube TV. This makes YouTube the largest streaming company, which is good news for the deal between Netflix and Warner Bros.
·Antwerp, Belgium
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Coverage Details
Total News Sources18
Leaning Left2Leaning Right0Center7Last UpdatedBias Distribution78% Center
Bias Distribution
- 78% of the sources are Center
78% Center
L 22%
C 78%
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