Pundit
MoffettNathanson
3 receipts • Tracked since May 2026
Michael Nathanson is a Senior Research Analyst at MoffettNathanson, an independent equity research firm he co-founded in 2013. He covers the media industry and leading digital advertising companies, and has been consistently named one of the top media analysts in the US by Institutional Investor Magazine.
Affiliations
No firm affiliations on record.
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3 receipts
2025
3 predictions- Jan 1, 2025Too early to tell.“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.
- Jan 1, 2025Too early to tell.“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.
- Jan 1, 2025Too early to tell.“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.