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2021-09-13

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Why Alphabet’s YouTube TV Could Be A Streaming War Winner

YouTube TV is probably an underappreciated, underrated revenue generator within Alphabet’s portfolio

Why Alphabet’s YouTube TV Could Be A Streaming War Winner

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·2021-09-13
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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":886068851,"tweetId":"886068851","gmtCreate":1631539818173,"gmtModify":1676530569715,"author":{"id":4089465049608020,"authorId":4089465049608020,"authorIdStr":"4089465049608020","name":"OngOng","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.11","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Let me check this&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Let me check this&nbsp;</p></body></html>","text":"Let me check this","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/886068851","repostId":1167288812,"repostType":2,"repost":{"id":"1167288812","pubTimestamp":1631538924,"share":"https://www.laohu8.com/m/news/1167288812?lang=&edition=full","pubTime":"2021-09-13 21:15","market":"us","language":"en","title":"Why Alphabet’s YouTube TV Could Be A Streaming War Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=1167288812","media":"TheStreet","summary":"YouTube TV is probably an underappreciated, underrated revenue generator within Alphabet’s portfolio","content":"<p>YouTube TV is probably an underappreciated, underrated revenue generator within Alphabet’s portfolio. MavenFlix explains why.</p>\n<p>The so-called “streaming wars” have become a popular topic of discussion. With big players like Disney&nbsp;and Amazon. Report&nbsp;clashing with Netflix&nbsp;for market share, video streaming is expected to grow quickly over the next few years. So, who will win this race?</p>\n<p>Among the top names in the space, one that is often overlooked but that we believe should be tracked closely is YouTube TV. Today, MavenFlix looks a bit more closely at parent company Alphabet&nbsp;and its streaming service.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02e662cbebbe2052346ed4ab8ea06637\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"><span>Figure 1: YouTube TV logo.</span></p>\n<p><b>How YouTube TV works</b></p>\n<p>Unlike TV channels or specialty networks that offer one type of content, YouTube TV is more of a portfolio of show and movies that cater to a broader audience. Content can be watched live, as is the case of cable TV, or on demand, a model that resembles streaming platforms.</p>\n<p>The main source of revenue for YouTube TV’s service is monthly subscription. However, the platform does not dependent exclusively on service fees, as ads can also be displayed within the app, creating a hybrid model.</p>\n<p><b>An “infinite” library</b></p>\n<p>YouTube TV’s library is a great asset to the company. Users can save content that is distributed through more than 85 channels available on the platform – a compelling feature that helps customers build a very large library of content that caters to them.</p>\n<p>Within its portfolio of channels, YouTube TV offers anything from news to entertainment, including sports and reality shows. Worth noting, YouTube TV's original content costs are low, as the platform leverages the product of third-party content producers.</p>\n<p>In addition, YouTube TV is not totally separate from the more popular YouTube platform. Some channels, most of which run and operated by independent contributors, can be viewed within the paid service, making the library even larger.</p>\n<p><b>YouTube and YouTube TV work together</b></p>\n<p>The number of YouTube TV subscribers pale in comparison to those of Alphabet’s main competitors (see chart below). However, while the platform has no more than 3 million paying users, YouTube proper has over 2 billion active users.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bd0765b23f77a4ffe1a4b6617591f1e\" tg-width=\"654\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Figure 2: Subscribers (2021).</span></p>\n<p>Across the world, YouTube has over 1 billion hours of videos viewed daily. Therefore, YouTube TV’s opportunity to use YouTube as a funnel to turn new users into paying subscribers should not be taken for granted.</p>\n<p>Assuming a conversion rate of 10% of standard users into paying users, Alphabet could become one of the top three streaming companies by number of subscribers – if not the main player, even ahead of Netflix.</p>\n<p><b>Our view</b></p>\n<p>YouTube proper generated revenues of over $19 billion in 2020. But YouTube TV could very well become an important engine of revenue growth. Therefore, we think that the investment opportunity in GOOG stock should be considered with streaming services in mind.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Alphabet’s YouTube TV Could Be A Streaming War Winner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Alphabet’s YouTube TV Could Be A Streaming War Winner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 21:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/streaming/others/why-alphabets-youtube-tv-could-be-a-streaming-war-winner><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>YouTube TV is probably an underappreciated, underrated revenue generator within Alphabet’s portfolio. MavenFlix explains why.\nThe so-called “streaming wars” have become a popular topic of discussion. ...</p>\n\n<a href=\"https://www.thestreet.com/streaming/others/why-alphabets-youtube-tv-could-be-a-streaming-war-winner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.thestreet.com/streaming/others/why-alphabets-youtube-tv-could-be-a-streaming-war-winner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167288812","content_text":"YouTube TV is probably an underappreciated, underrated revenue generator within Alphabet’s portfolio. MavenFlix explains why.\nThe so-called “streaming wars” have become a popular topic of discussion. With big players like Disney and Amazon. Report clashing with Netflix for market share, video streaming is expected to grow quickly over the next few years. So, who will win this race?\nAmong the top names in the space, one that is often overlooked but that we believe should be tracked closely is YouTube TV. Today, MavenFlix looks a bit more closely at parent company Alphabet and its streaming service.\nFigure 1: YouTube TV logo.\nHow YouTube TV works\nUnlike TV channels or specialty networks that offer one type of content, YouTube TV is more of a portfolio of show and movies that cater to a broader audience. Content can be watched live, as is the case of cable TV, or on demand, a model that resembles streaming platforms.\nThe main source of revenue for YouTube TV’s service is monthly subscription. However, the platform does not dependent exclusively on service fees, as ads can also be displayed within the app, creating a hybrid model.\nAn “infinite” library\nYouTube TV’s library is a great asset to the company. Users can save content that is distributed through more than 85 channels available on the platform – a compelling feature that helps customers build a very large library of content that caters to them.\nWithin its portfolio of channels, YouTube TV offers anything from news to entertainment, including sports and reality shows. Worth noting, YouTube TV's original content costs are low, as the platform leverages the product of third-party content producers.\nIn addition, YouTube TV is not totally separate from the more popular YouTube platform. Some channels, most of which run and operated by independent contributors, can be viewed within the paid service, making the library even larger.\nYouTube and YouTube TV work together\nThe number of YouTube TV subscribers pale in comparison to those of Alphabet’s main competitors (see chart below). However, while the platform has no more than 3 million paying users, YouTube proper has over 2 billion active users.\nFigure 2: Subscribers (2021).\nAcross the world, YouTube has over 1 billion hours of videos viewed daily. Therefore, YouTube TV’s opportunity to use YouTube as a funnel to turn new users into paying subscribers should not be taken for granted.\nAssuming a conversion rate of 10% of standard users into paying users, Alphabet could become one of the top three streaming companies by number of subscribers – if not the main player, even ahead of Netflix.\nOur view\nYouTube proper generated revenues of over $19 billion in 2020. But YouTube TV could very well become an important engine of revenue growth. 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