Latest news with #Nathanson
Yahoo
26-04-2025
- Entertainment
- Yahoo
‘Heartless and cruel' vandals deface posters of Holocaust survivors in NYC
'Heartless and cruel' vandals defaced art gallery posters featuring Holocaust survivors on the eve of Holocaust Remembrance Day Wednesday in Manhattan — and those who lived through the Nazi terror said they fear ominous echoes of their youth. 'I was shocked,' Eva Nathanson, an 84-year-old Hungarian Holocaust survivor who was part of an art exhibit promoted on posters along West 57th Street. The hateful act would 'hurt any day — but especially on Holocaust Remembrance Day,' she added. Vandals struck just before the start of the solemn commemoration, marking 80 years since liberation, scratching off the faces of survivors now in their 80s and 90s, while leaving neighboring posters untouched. 'I never thought in my lifetime that I'd have to deal with this kind of situation again,' said Nathanson. Rising antisemitism in New York – which led the nation with 1,437 antisemitic incidents last year — reminds her of 'when I was growing up. 'I've never been afraid in the US, and right now I am worried.' The posters showcase a new Chelsea gallery exhibit called 'Borrowed Spotlight,' a photo project that pairs celebs such as Chelsea Handler, Jennifer Garner, and Billy Porter with Holocaust survivors providing their testimonies to educate against antisemitism. The remnants of one poster show supermodel Cindy Crawford with a shorn Ella Mandel, a 98-year-old survivor who was 13 when the Germans invaded her native Poland. 'I was the only survivor,' said Mandel about her will to go on in the shadow of unfathomable horror. 'And then you can't help thinking and asking why?' The vandalism won't stop the survivors, Bryce Thompson, the photographer of the exhibition, told The Post. 'If anything, it motivates them, and channels their determination to use their voice more now.'\ Nathanson said she won't let the haters win. 'This won't stop me from telling my story.'
Forbes
03-04-2025
- Business
- Forbes
YouTube Projected To Surpass Disney As World's Largest Media Company
Earlier this week Michael Nathanson, a partner at MoffettNathanson, declared that based on revenue, YouTube will, by yearend, become "the new king of all media' surpassing Disney. In 2024 YouTube generated $54.2 billion in revenue ranking second to Disney. Last year, Disney's revenue (excluding their parks and experiences divisions) reached $59.7 billion. In its fourth quarter 2024 earnings report, YouTube's ad revenue reached a record quarterly high $10.5 billion. For all of 2024 ad revenue totaled $36.15 billion, a year-over-year increase of +15%. In the analysis Nathanson noted if YouTube was a standalone business, they would be worth upwards of $550 billion, accounting for approximately 30% of parent company Alphabet's total valuation. Besides ad dollars, YouTube revenue sources include; subscriptions such as YouTube Premium, YouTube Music along with NFL Sunday Ticket and YouTube Primetime Channels. Another revenue source is the virtual MVPD YouTube TV. Nathanson wrote, 'Looking ahead, we expect subscription revenue growth to continue to outpace advertising, driven primarily by subscriber additions. However, with no further price increases factored into our model, we anticipate a gradual slowdown in subscription growth as net additions moderate, particularly for YouTube TV. As a result, we forecast YouTube's total revenue growth to settle in the low- to mid-double-digit range from 2025 through 2027.' By 2027, Nathanson projects, YouTube could reach over $75 billion in revenue via subscription services (YouTube TV, YouTube Premium and Music) and advertising. According to Nielsen's monthly Media Distributor Gauge report for February 2025, YouTube led all media companies with an 11.6% share of time spent viewing, an increase of 2% from January. This was also YouTube's highest share to date and marked the second month they ranked first in time spent viewing. (They also ranked first in November 2024.) Disney ranked second with a 10.0% share followed by Fox (which televised and streamed Super Bowl LIX), with an audience share of 8.3% and Netflix at 8.2%. Nielsen added, nearly 27% of time spent streaming in February was watching YouTube. Nielsen also looked at the steady growth of YouTube over the past two years in time spent watching on television. Since February 2023 YouTube's share has risen 53%. While YouTube's growth has been prevalent across all age groups, the viewing increase has been greatest among adults 65+ at +96%. Nielsen notes the older demographic accounts for nearly as much to the audience contribution as kids 2-11 (15.4% vs. 16.9%). Nielsen's report includes only the television segment of YouTube's usage. Hence, any mobile or laptop viewing or watching on its virtual MVPD, YouTube TV is not measured. Earlier this year, in a blog post, YouTube CEO Neil Mohan, noted that U.S. television had surpassed mobile as the primary way people watch YouTube. On Wednesday, May 14 at 5:30 p.m. (ET), YouTube will host their fourth annual 'Brandcast'. Once again, the event will be held in New York's Lincoln Center. YouTube's Brandcast is scheduled amid upfront week with hundreds of advertising executives present. Lady Gaga is expected to perform. MrBeast, YouTube's top creator with over 378 million subscribers, is also expected to make an appearance. Brittany Broski, will be the creator host of this year's presentation. Nathanson's commentary also addressed the continued growth of the virtual MVPD YouTube TV. Launched in 2017, as of February 2024, YouTube TV had about eight million subscribers. This ranks YouTube TV as the fourth largest pay TV distributor behind Charter, Comcast and DirecTV. Nathanson estimates that nowadays the subscriber count is at 9.4 million. With cord-cutting continuing the report notes, 'YouTube TV is on a clear path to becoming the largest pay TV provider in the United States, by around 2026.' Nathanson estimates in 2027 YouTube TV will have 11.5 million subscribers compared to 9.2 million for Charter and 8.4 million subscribers for Comcast. Since its launch, the monthly subscription fee for YouTube TV has risen from $35 to $83. In 2023, YouTube became the home of NFL Sunday Ticket. The service streams out-of-market games on Fox and CBS on Sunday afternoons. YouTube had replaced DirecTV and outbid Apple among others in a seven-year, $14 billion agreement. NFL Sunday Ticket gave YouTube a toehold with the most popular sport and television program in the country. In addition, NFL Sunday Ticket is being bundled with YouTube TV. In March, YouTube announced they have over 125 million subscribers (including free trials) for YouTube Music and YouTube Premium services, an increase from 100 million from just one year prior. Lyor Cohen, YouTube's global head of music wrote, 'This momentum is critical to our goal of becoming the No. 1 contributor of revenue to the [music] Also in March, Edison Research reported among Gen Z (age 13-29), YouTube has now edged out Spotify in becoming the most used service for podcast listening. In February, YouTube said they now had over one billion monthly active users. Last year, more than 400 million hours of podcasts were watched each month on living room devices. Nathanson noted, 'YouTube has substantial runway for further growth, not just in monetization but also in expanding into new business segments, such as premier streaming aggregator'. Adding, 'If executed effectively, this could further widen the gap between YouTube and other media players.' Nathanson's prognosis comes 20 years after YouTube was launched on February 14, 2005, by three PayPal engineers Chad Hurley, Steve Chen and Jawed Karim. On April 23, 2005 the first YouTube video entitled 'Me at The Zoo' was uploaded by co-founder Karim. The video lasted 19 seconds. Eighteen months after that first video, Google acquired YouTube, for the now bargain price of $1.65 billion.
Miami Herald
02-04-2025
- Entertainment
- Miami Herald
YouTube is about to steal something big from Disney
The House of Mouse may seem like the unshakable king of media to many (yes, even despite the debacle around its "woke" take on Snow White), but despite how long it's been in the game, a new competitor has arrived to steal the crown. In a recent note, MoffettNathanson principal analyst Michael Nathanson revealed who Disney (DIS) is losing its long-standing lead to - and it's quite the bombshell. Don't miss the move: Subscribe to TheStreet's free daily newsletter "YouTube has the potential to become the central aggregator for all things professional video, positioning itself to capture a share of the $85 billion consumer Pay TV market and the ~$30 billion streaming ex. Netflix market in the US," Nathanson wrote. Related: Disney raises eyebrows with controversial policy changes Nathanson also foresees good news for Alphabet's (GOOGL) YouTube regarding its subscription business. "Looking ahead, we expect subscription revenue growth to continue to outpace advertising, driven primarily by subscriber additions," he said. "However, with no further price increases factored into our model, we anticipate a gradual slowdown in subscription growth as net additions moderate, particularly for YouTube TV." YouTube TV last raised its prices in December 2024 to $82.99 a month, double what it was five years ago. It originally launched in 2017 at $34.99 a month. The service had 8 million subscribers as of 2024. In February 2025, 11.6% of all TV use in the country was on YouTube, according to Nielsen's ranking of media distributors. Michael M. Santiago/Getty Images Nathanson says he foresees a trajectory for YouTube that is well worth watching. "As a result, we forecast YouTube's total revenue growth to settle in the low- to mid-double-digit range from 2025 through 2027," he said. "This trajectory – and the potential to inflect the trend upward – underscores why we explore YouTube's monetization dynamics and the untapped opportunities that lie ahead in the sections below. In our view, the opportunity is ripe for the taking." Related: YouTube TV subscribers might be losing popular channels Nathanson had similar thoughts on YouTube in a March 31 note, saying, "YouTube has substantial runway for further growth - not just in monetization but also in expanding into new business segments, such as becoming the premier streaming aggregator." The prediction comes right as YouTube celebrates its 20th anniversary, presenting quite the gift to commemorate the occasion. By 2024, YouTube (GOOGL) had successfully climbed to the spot of second-largest media company with a revenue of $54.2 billion. Perhaps most surprising is that a big chunk of that revenue comes from its ads. In the fourth quarter of 2024 alone, YouTube made $10.473 billion from advertising, the first time the streaming platform has broken the $10 billion mark in a quarter strictly from ads. Despite people being quite vocal about hating ads, they're clearly still watching them anyway. Oh, and one more unexpected tidbit worth mentioning: More and more people over age 65 are also tuning into YouTube. Nielsen also reports that the demographic has nearly doubled over the last two years, now on par with kids ages 2-11. It says a lot about how even older generations are finding new ways to tune in. Related: Fox News gets huge 'bump' from a wave of surprising viewers The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
Yahoo
31-03-2025
- Business
- Yahoo
Step aside, Disney. It's YouTube's world now.
YouTube is big. Really big. Really, really big. How big? Try this: It's about to become the biggest media company in the world. Bigger than Disney. Reminder: This company is only two decades old. You're still not paying enough attention to YouTube. I know, I know: Some of you know that YouTube is not just a big force in media, but one of the biggest. But most folks — even people who make their living in media — don't fully get how big YouTube is. Even though we keep pointing it out, over and over. So let's try it again, this time courtesy of MoffettNathanson analyst Michael Nathanson: Measured by revenue, YouTube was the second-biggest media company in the world last year. It brought in $54.2 billion in 2024 — just $5.5 billion behind Disney. And in 2025, Nathanson predicts, YouTube should eclipse Disney, and become the biggest media company in the world. Reminder: YouTube started a mere 20 years ago. Google bought the company for $1.65 billion in 2006. If you wanted to, you could quibble with Nathanson's groupings. You could argue that Google itself is actually the biggest media company in the world since it generates close to $350 billion in annual revenue, the majority of which comes from ads. And that Meta, which generated $160 billion in ad sales last year, is also much bigger. You could also point out in his comparison, Nathanson has pulled out Disney's $30+ billion-a-year parks business, which is a huge part of Bob Iger's empire and one that's directly connected to its media properties. But like I said, quibbles. The point is that YouTube commands an extraordinary amount of time and interest from its users, who are no longer just kids but everyone. (Reminder: When you hear about politicians trying to reach audiences via podcasts, that also means they're trying to reach them via YouTube.) And that advertisers, who took some time to figure that out — but get it now — are pouring money in to reach that audience. More evidence for YouTube's hugeness? OK. Nathanson also predicts that the company's YouTube TV subscription business is set to become the biggest pay-TV provider in the country by 2026, as it keeps adding subscribers while rivals Comcast and Charter shed theirs. He also guesstimates that as a stand-alone company, YouTube might be worth $475 billion to $550 billion — between Meta and Netflix's valuations. The point is: Any you slice it, numerically, YouTube is ginormous. That scale also makes it harder to get your head around. Unlike, say, a conventional media company, or a streamer, there's no flagship network, or program, or movie that works as a shorthand for YouTube's dominance: YouTube doesn't have a "Stranger Things" or a "Barbie" or the Marvel MCU. The closest analog would be MrBeast, but that really doesn't get at it — MrBeast is huge, but if you're not a young boy, you're probably not watching his stuff. And lots of people who consume YouTube don't really think that they're "watching YouTube" — they're just watching the thing they want to watch, which is on YouTube. So maybe it's more helpful to think of YouTube as a utility — even if you don't think about it that much, you're using it all the time. A utility worth half a trillion dollars. Read the original article on Business Insider
Yahoo
31-03-2025
- Business
- Yahoo
YouTube May Now Be Worth $550B And Its Revenue Could Soon Surpass Disney
By now everyone in Hollywood knows YouTube is a dominant player in the video ecosystem, but a prominent Wall Street analyst argues that YouTube still has a long period of growth ahead of it. MoffettNathanson's Michael Nathanson writes in a March 31 note that YouTube should be officially crowned the 'new king of all media,' with engagement topping all other media companies in February's Nielsen Gauge report, and with 2024 revenue of $54.2 billion, second only to Disney. And he predicts that YouTube will surpass Disney this year. More from The Hollywood Reporter Mr. Beast Plans Content Expansion as Top YouTube Creators Make Their Pitch to Advertisers Amid Political Creator Boom, Megyn Kelly Launches Podcast Network (Exclusive) Older Viewers Fuel YouTube Move to No. 1 Among TV Distributors in February If YouTube was a standalone business, public comps suggest the business would be worth $475 billion to $550 billion, or about 30 percent of Alphabet's current valuation, Nathanson wrote. 'YouTube has the potential to become the central aggregator for all things professional video, positioning itself to capture a share of the $85 billion consumer Pay TV market and the ~$30 billion streaming ex. Netflix market in the U.S.' At a moment when many media companies are struggling to pivot their streaming services to profitability, YouTube is firing on all cylinders in three buckets of revenue: Advertising, where 2024 revenue alone topped $36 billion; Subscriptions, where YouTube Premium and YouTube Music join products like YouTube Primetime Channels and NFL Sunday Ticket in driving direct subscriber growth; and YouTube TV, where the company is pacing to become one of the largest pay-TV providers in the U.S. (it currently has over 8 million subscribers). 'Looking ahead, we expect subscription revenue growth to continue to outpace advertising, driven primarily by subscriber additions,' Nathanson writes. 'However, with no further price increases factored into our model, we anticipate a gradual slowdown in subscription growth as net additions moderate, particularly for YouTube TV. As a result, we forecast YouTube's total revenue growth to settle in the low- to mid-double-digit range from 2025 through 2027. This trajectory – and the potential to inflect the trend upward – underscores why we explore YouTube's monetization dynamics and the untapped opportunities that lie ahead in the sections below. In our view, the opportunity is ripe for the taking.' Indeed, the analyst argues that perhaps YouTube's most fruitful opportunity is 'to become the home for all things video.' Its dominance in engagement and monetization could make it a compelling partner for other entertainment offerings, and make it a major contender among the companies seeking to create the new pay-TV bundle. Best of The Hollywood Reporter How the Warner Brothers Got Their Film Business Started Meet the World Builders: Hollywood's Top Physical Production Executives of 2023 Men in Blazers, Hollywood's Favorite Soccer Podcast, Aims for a Global Empire Sign in to access your portfolio
