Youtube continues to quietly be a brilliant part of the Alphabet Soup in Google. Yeah i like it too. Google Subscriptions rise in Q4 and annualised revenue for Youtube stood at $60BN. For comparison, Netlfix had about $45BN In revneue for the same period. Disney was the only entertainment platform withhigher revenue. The Youtube number includes ads and subs.
Users up to 325MN users.
Ad revenue increased by 9% and the paid subscriber base is rising at the same time. It is a massive consumption channel, even for me, Youtube has become a core curtion spot for my own personal interests and non “event” style viewing. Watching with my wife or kids are events in that regard. But casual browsing starts and ends there usually. Back to the viewing.
Consumption is high - like really high on Youtube. Shorts veraging 200BN views in Q4 with ads on short form earning more than on a per hour basis. Podcasts are a growing format with viewers watching 700 million hours of podcasts on their TVs in October 25.
Branching more into the Sports battle, Youtube has realised its place on the sofa at home. It is after securing a deal to exclusively hows the 2029 Oscars until 2033. The Beeb (BBC) also signed a deal to partner with them for original content. More Alan Partridge please. You can also find all V spot shows over on Youtube this year where we are nestling into its warm bosom.
Youtube is quietly and consistently building - it has this moat around it, but at its core is entertainment and distribution. Its deep integration in shopping, ecommerce, retail, technology and sports means it has this ubiquity that makes the brand feel safe, feel cool and is in our pockets (most important) with that Utility (UX) factor locked in as standard.
From Apples to Donuts, Youtube has it all.