M
analyst_firm
MoffettNathanson
Independent sell-side research; media and telecom.
moffettnathanson.com ↗Affiliated voices (1)
- MoffettNathanson
Affiliated · 3 receipts
— From this firm —
Filed receipts
2025
3 predictions- “MoffettNathanson predicted that YouTube would experience more subscription revenue growth than ad revenue growth in the coming years. Also: MoffettNathanson's forward projections suggest that subscription revenue growth will outpace advertising growth through 2027 and 2028.”
The prediction spans through 2028; it's too early to provide a definitive verdict, although early indications in 2025 were positive for subscription growth.
- “Its current projections include YouTube TV becoming the largest pay-TV provider in the US by around 2026.”
The prediction date range is 'around 2026', meaning it is currently within the predicted timeframe, but there is no confirmation in the provided results yet.
- “The research firm still expects ad revenue to grow at a rate of about 10% over the next three years.”
The stated three-year period is still ongoing, and specific growth rates for 2026-2028 are not yet verifiable.