YouTube: The New King of All Media, Valued at $550 Billion

MoffettNathanson predicts YouTube will become the new king of media. Generating an estimated $54.2 billion in revenue in 2024, second only to Disney, YouTube is projected to surpass Disney in 2025, leading in both engagement and revenue. Leveraging its massive user base and diverse offerings (YouTube TV, YouTube Music & Premium), YouTube's operating income is projected to reach $13.8 billion by 2027, with an 18% operating margin. Analysts highlight significant upside potential in monetization, particularly in advertising and subscriptions.
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