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StocksMedium•9 March 2026•

1 min read

YouTube Surpasses Disney to Become World's Largest Media Company by Revenue

Sundar Pichai in glasses on an orange background, beside a Google Discover interface with news cards for Cosan and Lincoln National, and rising graphs.

Key Facts

1YouTube's 2025 revenue surpassed Disney's media properties.

2MoffettNathanson predicts ongoing growth in both advertising and subscription segments.

YouTube has officially claimed the title of the world's largest media company by revenue, overtaking Disney's media properties based on 2025 financial data. This milestone underscores Alphabet's growing dominance as YouTube successfully scales its dual-revenue model of digital advertising and premium subscriptions. Analyst firm MoffettNathanson predicts sustained growth for the platform, noting its ability to outpace traditional media conglomerates in the digital era. The shift highlights a fundamental change in the global media landscape, where digital-first distribution is consistently outperforming legacy entertainment models. While this development is bullish for Alphabet (GOOGL) shares, it places significant competitive pressure on traditional industry leaders like Disney (DIS).