According to App Economy Insights, YouTube is still the king of streaming in the US. The best thing about their model is that they get most of their content for free.
Take a look at the picture below. As of April 2024, YouTube had 9.6% of the TV time market. The next biggest was Netflix with 7.6%, Amazon Prime with 3.2%, Hulu with 3.1%, Disney with 1.8% and the rest made up 13%.
Add that all together and you get 38.3% which is the percentage US TV time that is occupied by streaming. To be honest I am surprised it is not more. Maybe a lot of viewers are entrenched with cable because of live sports? Michael and Bright have both written recently about the big money being spent on live sports, mostly from the streaming companies.
TV and the selling of content is a very competitive industry, and we are happy with our current exposure to the sector through Google, Amazon, and Netflix. The consumer is the real winner here.