Digital Video Forecast and Trends Q1 2024

Shifting US Video Subscription Revenues Benefit Netflix, YouTube, and Amazon

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Netflix and YouTube are siphoning subscription revenues from pay TV’s losses. By the end of 2025, more than half of US video subscription revenues will go to streaming services.
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Streaming services are eating up a growing share of consumer entertainment budgets. Netflix has been the biggest benefactor of this trend, but YouTube and Amazon are poised to expand their video subscription businesses.

Key Question: To what degree are subscription revenues shifting from pay TV to streaming?

Key Stat: More than half (53.5%) of US video subscription revenues will go to streaming services by the end of 2025.

authors

Ross Benes

Contributors

Zach Goldner
Forecasting Analyst
Max Willens
Senior Analyst
Yoram Wurmser
Principal Analyst
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