The short version

Michael Nathanson predicted on January 1, 2024: “MoffettNathanson’s earlier framing is instructive here. In 2024, the firm had already declared YouTube 'the new king of all media,' predicting that the revenue crossing [surpassing Disney] would happen by year-end 2025.” Verdict: Called it. YouTube's total revenue reached $62.3B in 2025, surpassing Disney's media business at $60.9B, as predicted.

Prediction by

Michael Nathanson

On January 1, 2024

“MoffettNathanson’s earlier framing is instructive here. In 2024, the firm had already declared YouTube 'the new king of all media,' predicting that the revenue crossing [surpassing Disney] would happen by year-end 2025.”

Follow-up

YouTube's total revenue reached $62.3B in 2025, surpassing Disney's media business at $60.9B, as predicted.

From the High Caliber AI network — see the AI for PR module in the course.