YouTube poised to overtake Disney as top media giant, Analyst predicts

A Wall Street analysis suggests YouTube is on track to surpass Disney in media revenue, solidifying its position as the dominant force in the industry. According to MoffettNathanson analyst Michael Nathanson, YouTube has already overtaken Disney and Netflix in total TV viewership share and could soon become the highest-earning media company.

Nielsen data from February 2025 shows that YouTube accounted for 11.6% of total TV viewing time, its highest level recorded, while Disney’s streaming and broadcast platforms, including Disney+, Hulu, and ESPN+, fell to 10%.