{"id":310318,"date":"2021-07-28T19:35:00","date_gmt":"2021-07-28T16:35:00","guid":{"rendered":"https:\/\/en.buradabiliyorum.com\/youtube-is-as-big-as-netflix-and-growing-much-faster\/"},"modified":"2021-07-28T19:35:00","modified_gmt":"2021-07-28T16:35:00","slug":"youtube-is-as-big-as-netflix-and-growing-much-faster","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/youtube-is-as-big-as-netflix-and-growing-much-faster\/","title":{"rendered":"#: YouTube is as big as Netflix, and growing much faster"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6a3aba23397b9\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6a3aba23397b9\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/youtube-is-as-big-as-netflix-and-growing-much-faster\/#Google_video-streaming_site_brought_in_nearly_as_much_ad_revenue_in_the_past_quarter_as_the_streaming_pioneer_and_likely_makes_enough_from_subscriptions_to_top_Netflix_overall_amid_massive_growth\" >Google video-streaming site brought in nearly as much ad revenue in the past quarter as the streaming pioneer, and likely makes enough from subscriptions to top Netflix overall amid massive growth<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/buradabiliyorum.com\/en\/youtube-is-as-big-as-netflix-and-growing-much-faster\/#Jon_Swartz\" >Jon Swartz<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<p>&#8220;<strong>#: <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/social-mediaa\/\" data-internallinksmanager029f6b8e52c=\"1\" title=\"Social Media\" target=\"_blank\" rel=\"noopener\">YouTube<\/a> is as big as Netflix, and growing much faster<\/strong>&#8221;<\/p>\n<h2 class=\"article__subhead\" itemprop=\"alternativeHeadline\"><span class=\"ez-toc-section\" id=\"Google_video-streaming_site_brought_in_nearly_as_much_ad_revenue_in_the_past_quarter_as_the_streaming_pioneer_and_likely_makes_enough_from_subscriptions_to_top_Netflix_overall_amid_massive_growth\"><\/span>\n  Google video-streaming site brought in nearly as much ad revenue in the past quarter as the streaming pioneer, and likely makes enough from subscriptions to top Netflix overall amid massive growth<br \/>\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><\/p>\n<div class=\"column column--full article__content\">\n<div class=\"article__side\">\n<div class=\"container--sticky not-active\">\n<div id=\"cx-next\" data-nosnippet>\n              <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div id=\"js-article__body\" class=\"article__body article-wrap at16-col16 barrons-article-wrap\" itemprop=\"articleBody\" data-sbid=\"WP-MKTW-0000353109\">\n<div class=\"barrons-article-ad-wrapper\">\n<div data-track=\"barrons-article-ad-wrap\" class=\"barrons-article-ad sticky_item\">\n<div class=\"barrons-main-article-ad-target sticky_target body_ad\" aria-hidden=\"true\"><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div data-layout=\"\n                inline\" data-layout-mobile=\"\" class=\"\n          media-object\n          type-InsetArticleReader\n              \n              inline\n  article__inset\n          article__inset--type-InsetArticleReader\n              article__inset--inline\n  \"><\/p>\n<div class=\"media-object-article-reader\">\n<div class=\"audioplayer\" data-sbid=\"WP-MKTW-0000353109\" role=\"region\" aria-label=\"Listen to Article\" tabindex=\"-1\" id=\"articlereader\" data-show-title=\"false\" data-theme=\"wsj-article-reader\" data-show-header=\"false\" data-show-subscribe=\"false\" data-ads-enabled=\"true\" data-save-publication=\"false\">\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<p>       Google parent Alphabet Inc. wowed financial analysts with just about everything in the company\u2019s second-quarter results on Tuesday, but one line fact had tongues wagging the most: YouTube is as big as Netflix Inc.<\/p>\n<p> Propelled by an 84% rise in ad sales, Google\u2019s<br \/>\n        GOOGL,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/202490156\/composite\" class=\"positive\">+3.42%<\/bg-quote><\/p>\n<p>        GOOG,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/205453964\/composite\" class=\"positive\">+0.39%<\/bg-quote><br \/>\n       video service racked up $7 billion in revenue \u2014 roughly what Netflix<br \/>\n        NFLX,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/202353025\/composite\" class=\"positive\">+0.35%<\/bg-quote><br \/>\n       did in Q2, $7.3 billion. The difference is that YouTube is growing at four times the clip of the video-streaming\u2019s sales, putting up nearly as much ad revenue in three months as it did in all of 2020, when YouTube ads totaled $7.85 billion in revenue.<\/p>\n<div class=\"paywall\">\n       And that is not all the money that YouTube generates. Sub<a href=\"https:\/\/buradabiliyorum.com\/en\/category\/download-scripts-themes-apps\/\" data-internallinksmanager029f6b8e52c=\"9\" title=\"Download Scripts &amp; Themes &amp; Apps\" target=\"_blank\" rel=\"noopener\">script<\/a>ion fees, the type of revenue Netflix generates while eschewing ads, are counted in a separate category for Google. While executives did not break out specific performance of YouTube\u2019s subscription products \u2014 which include YouTube TV, YouTube Premium and YouTube Music \u2014 the company\u2019s filing with the Securities and Exchange Commission noted the entire category of revenue grew $1.5 billion to $6.6 billion, and credited YouTube subscriptions for the growth ahead of other factors. That suggests enough revenue to easily surpass the $300 million difference between the two services\u2019 reported quarterly revenue. <\/p>\n<p>And Netflix thought it faced stiff competition from Walt Disney Co.<br \/>\n        DIS,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/203410047\/composite\" class=\"negative\">-0.47%<\/bg-quote><span>,<\/span><br \/>\n       AT&amp;T Inc.<br \/>\n        T,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/203165245\/composite\" class=\"negative\">-0.92%<\/bg-quote><span>,<\/span><br \/>\n       Apple Inc.<br \/>\n        AAPL,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/202934861\/composite\" class=\"negative\">-1.31%<\/bg-quote><span>,<\/span><br \/>\n       Amazon.com Inc.<br \/>\n        AMZN,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/210331248\/composite\" class=\"positive\">+0.08%<\/bg-quote><span>,<\/span><br \/>\n       and Comcast Corp.<br \/>\n        CMCSA,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/209472081\/composite\" class=\"negative\">-1.59%<\/bg-quote><span>.<\/span>\n      <\/p>\n<div id=\"cx-membership-tile\"><\/div>\n<p>\u201cPutting the super in super checkmark,\u201d Evercore ISI analyst Mark Mahaney hailed in a July 27 note that touted the performance of YouTube as a major reason for lifting Google\u2019s price target to $3,160 from $2,825. Advertisers are increasingly using brand and direct response to \u201cdrive superior\u201d return on investment via YouTube. \u201cYouTube is experiencing an ad product inflection point,\u201d he wrote.<\/p>\n<p><strong>Read more: Google parent Alphabet\u2019s worth to Wall Street soars after blowout results, with UBS lifting share-price target to $3,600 a share<\/strong><\/p>\n<p>In raising his price target on Google shares to $3,200, Raymond James analyst Aaron Kessler cited long-term advertising revenue growth driven by search and YouTube, as well as advertisers increasingly approaching YouTube as a \u201cfull-funnel solution.\u201d<\/p>\n<p>The truth is boldly underlined by the numbers, according to JMP Securities analyst Ron Josey. YouTube has more than 2 billion monthly average users with over 1 billion hours of video watched daily. YouTube Shorts, which launched in the U.S. in March, recently surpassed 15 billion daily views. A Nielsen study suggests 70% of reach on YouTube was incremental to TV media ads, and that advertisers that shift 20% of TV spend to YouTube should see a 25% increase in total campaign reach with a lower cost per reach of 20%. More than 120 million people watch YouTube on a TV monthly, up from 100 million a year ago, Josey noted.<\/p>\n<p>Netflix, by comparison, has more than 200 million paid subscribers.<\/p>\n<p>Google executives highlighted YouTube\u2019s performance during a call with analysts as an explanation for revenue ($61.9 billion) and earnings ($18.5 billion) that smashed Wall Street forecasts.<\/p>\n<p>\u201cDuring the pandemic, we\u2019ve seen more consumers use YouTube to discover and shop,\u201d Google Chief Business Officer Philipp Schindler told analysts during a conference call late Tuesday.<\/p>\n<p><strong>Read more: Google\u2019s wave of digital ad sales helps it crush revenue, earnings estimates<\/strong><\/p>\n<p>YouTube monetization is taking shape, AB Bernstein analyst Mark Shmulik said, with ad revenue catapulting $1 billion sequentially and subscriptions on YouTube a \u201ckey driver\u201d of Google\u2019s Other business division. \u201cGoogle continues to fight for linear TV ad dollars, with the users incremental to TV audiences,\u201d Shmulik wrote July 28 in a note that maintains an outperform rating on Google shares with a price target of $3,200. \u201cThis quarter\u2019s strength was driven primarily by the continued recovery in brand dollars.\u201d<\/p>\n<p>Added Barclays analyst Ross Sandler: \u201cDigital advertising is proving to be very resilient in this economic cycle, and the growth rates across the space, including at Google and YouTube, are staggering owing to share shift and easy comps \u2014 some of the highest figures we may ever see.\u201d (He jacked up Google\u2019s price target to $3,200 from $3,000 in a July 27 note to clients.)\u00a0<\/p><\/div>\n<\/div><\/div>\n<p><\/p>\n<div class=\"byline article__byline\">\n<p>    <span>By<\/span><\/p>\n<div class=\"author mobile-scrim hasMenu\" data-scrim='{\"type\":\"author\",\"header\":\"Jon Swartz\",\"subhead\":\"The Wall Street Journal\",\"list\":[{\"type\":\"link\",\"icon\":\"bio\",\"url\":\"https:\/\/www.marketwatch.com\/author\/jon-swartz-1\",\"text\":\"Biography\"},{\"type\":\"link\",\"icon\":\"twitter\",\"url\":\"https:\/\/twitter.com\/jswartz\",\"text\":\"@jswartz\"},{\"type\":\"link\",\"icon\":\"email\",\"url\":\"http:\/\/www.marketwatch.com\/news\/mailto:jswartz@marketwatch.com\",\"text\":\"jswartz@marketwatch.com\"}]}' itemscope itemprop=\"author\" itemtype=\"http:\/\/schema.org\/Person\">\n<h4 itemprop=\"name\"><span class=\"ez-toc-section\" id=\"Jon_Swartz\"><\/span>Jon Swartz<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/p><\/div>\n<\/div>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMLG0nwswvr63Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\">For forums sites go to <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/forum.buradabiliyorum.com\/\" target=\"_blank\" rel=\"noopener\">Forum.BuradaBiliyorum.Com<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/news\/\" data-internallinksmanager029f6b8e52c=\"2\" title=\"News\" target=\"_blank\" rel=\"noopener\">News<\/a> articles, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/en.buradabiliyorum.com\/news\/\" target=\"_blank\" rel=\"noopener\">News category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"http:\/\/www.marketwatch.com\/news\/story.asp?guid=%7B20C05575-04D4-B545-7563-559554CDEA4B%7D&#038;siteid=rss&#038;rss=1\" target=\"_blank\" rel=\"noopener\">Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8220;#: YouTube is as big as Netflix, and growing much faster&#8221; Google video-streaming site brought in nearly as much ad revenue in the past quarter as the streaming pioneer, and likely makes enough from subscriptions to top Netflix overall amid massive growth Google parent Alphabet Inc. wowed financial analysts with just about everything in the&#8230;<\/p>\n","protected":false},"author":1,"featured_media":310319,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[70897],"tags":[],"class_list":["post-310318","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/310318","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=310318"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/310318\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/310319"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=310318"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=310318"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=310318"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}