Digital Video Forecast and Trends Q1 2024

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

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.

Here’s what’s in the full report


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Table of Contents

  1. Executive Summary
  2. OTT subscription revenues are on track to surpass pay TV’s
  1. YouTube, Netflix, and Amazon stand out with their subscription offerings
  2. Sources
  1. Media Gallery

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Ross Benes


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

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