YouTube Poised to Overtake Disney as Largest Media Company in 2025

Valued at up to $550 billion, YouTube dominates TV engagement and subscription growth, with analysts projecting significant monetization opportunities ahead.

YouTube is valued between $475 billion and $550 billion as a standalone business, representing nearly 30% of Alphabet's total valuation.
In February 2025, YouTube accounted for 11.6% of U.S. TV viewing time, surpassing Disney and Netflix in engagement metrics, according to Nielsen.
Subscription services have grown to over 125 million subscribers, up from 100 million in 2024, while ad revenue rose by 15% last year to $36.15 billion.
Older demographics are driving increased TV viewership, with engagement from adults aged 65 and older nearly doubling over the past two years.
Analysts highlight YouTube's potential to become the central hub for professional video content and better monetize its underutilized TV reach.

The Hollywood Reporter