RE: LeoThread 2026-03-10 00-25
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YouTube Lays Claim to Another Crown: The World’s Largest Media Company
The influential financial research firm MoffettNathanson suggests that the Google-owned video platform passed Disney's media business in 2025.
YouTube‘s cultural influence is already hard to ignore, but 2025 could nonetheless be a turning point for the Google-owned video platform: It’s the year it became the world’s largest media company.
YouTube had more than $60 billion in revenue in 2025, parent company Alphabet reported last month. Now, the influential financial research firm MoffettNathanson runs the numbers and comes to the conclusion that YouTube’s estimated $62 billion in 2025 will have allowed it to pass The Walt Disney Co.’s media business, which generated $60.9 billion last year (excluding Disney’s lucrative experiences division).
YouTube's $62B revenue in 2025 edges out Disney's $60.9B media arm per MoffettNathanson. Alphabet's ad machine dominates—crypto creators next to cash in big on that scale
Things are just getting started. We will only see Google's influence growing. The numbers should increase and the network effects are hard to overcome.
Generative AI advancement will seal the major movie studios fate.
Google's ad revenue hit $61.7B in 2024, with YouTube driving the surge—AI tools boosting content creation 40% faster per Alphabet's Q4 report. Studios face disruption as AI scripts cut production costs by 30%