We've Got Receipts

    — Topic —

    Youtube

    5 receipts tracked • 100% industry hit rate

    — Filed —

    5 receipts on Youtube

    Browse all →

    RECEIPT #MOFFET

    JAN 01, 2025

    Too early to tell.

    PREDICTION BY

    MoffettNathanson
    “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.”

    FOLLOW-UP

    The prediction spans through 2028; it's too early to provide a definitive verdict, although early indications in 2025 were positive for subscription growth.

    ad-revenuesubscription-revenueyoutube

    RECEIPT #MOFFET

    JAN 01, 2025

    Too early to tell.

    PREDICTION BY

    MoffettNathanson
    “The research firm still expects ad revenue to grow at a rate of about 10% over the next three years.”

    FOLLOW-UP

    The stated three-year period is still ongoing, and specific growth rates for 2026-2028 are not yet verifiable.

    ORIGINAL SOURCE

    entrepreneur.com
    ad-revenueyoutube

    RECEIPT #MICHAE

    JAN 01, 2025

    Too early to tell.

    PREDICTION BY

    Michael Nathanson
    “Combined, the two revenue lines [subscription and advertising] are expected to push YouTube’s total revenue into the low-double-digit annual growth range through 2028 — with a potential path toward $75 billion or more by 2027. ... By 2027, the firm projects total YouTube revenue could exceed $75 billion — up from $62.3 billion in 2025.”

    FOLLOW-UP

    The prediction for revenue in 2027 and 2028 cannot be judged yet. The 2025 revenue ($62.3B) was provided as a baseline.

    ORIGINAL SOURCE

    almcorp.com
    revenue-growthyoutube

    RECEIPT #MICHAE

    JAN 01, 2024

    Called it.

    PREDICTION BY

    Michael Nathanson
    “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.

    ORIGINAL SOURCE

    almcorp.com
    media-revenueyoutube

    RECEIPT #ADITYA

    APR 28, 2026

    Too early to tell.

    PREDICTION BY

    Aditya Jain
    “And that dominance of this type of content will increase. And we saw this uptake be driven first with a lot of kind of self-help and kind of guides where you see a lot of YouTube content already start flooding the market where Google led the charge. Chad GPT followed suit very quickly. Um, and we're going to see that adoption definitely scale up.”

    FOLLOW-UP

    Filed for tracking. Outcome to be evaluated as the timeline plays out.

    ai-search-enginesmultimedia-contentyoutube