CHATTER AWAY: Overnight Open Thread

Deadline reports:

YouTube‘s revenue will surpass Disney‘s this year, making it the top global player in media, according to a report by veteran Wall Street analyst Michael Nathanson.

With $54.2 billion in revenue last year, the company is on pace to become No. 1 by the end of 2025, he predicts in a new report issued Monday. Because of its massive viewing, which has twice eclipsed that for Disney and other media giants according to Nielsen, the valuation for the former black sheep has continued moving skyward.

That projection is based on the company’s dominance across “three key buckets.” The report defines them as YouTube Premium & Music; YouTube TV, where the company recently surpassed 8 million subscribers, and “Other.”

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