YouTube TV on TV Screen

Is Connected TV YouTube’s Next Growth Engine?

YouTube advertising revenue (YoY growth):
1) 2019-Q3 – $3.8B
2) 2020-Q3 – $5.0B (↑ 32%)

YouTube TV subscribers (YoY growth):
1) 2017-Q3 – 200K
2)
 2018-Q3 – 600K (↑ 200%)
3) 2019-Q3 – 1.6M (↑ 167%)
4) 2020-Q3 – 3.0M (↑ 88%)

YouTube connected TV ad revenue (US only)(YoY growth) according to eMarketer:
1) 2018 – $1.4B (↑ 96%)
2) 2019 – $2.2B (↑ 59%)
3) 2020P – $2.9B (↑ 33%)
4) 2021P – $4.3B (↑ 49%)
5) 2022P – $5.5B (↑ 27%)

Daily CTV watch time on YouTube, according to Tubefilter:
1) 2019 – 250M
2) 2020 – 450M (↑ 80%)

Where it all started: ‘We had no idea how to do it’ : YouTube’s founders, investors, and first employees tell the chaotic inside story of how it rose from failed dating site to $1.65 billion video behemoth

Top 5 trending videos of 2020 according to YouTube:
1) “8:46,” – Dave Chappelle

2) “Building The Perfect Squirrel Proof Bird Feeder,” – Mark Rober

3) “We Broke Up,” – Jeffrree Star

4) “$250,000 Influencer Rock, Paper, Scissors Tournament,” – MrBeast

5) “I’m Coming Out,” – Nikkietutorials

Big question: Do you feel old?

Quick answer: Wait until we list the top artists/songs for 2020 from Spotify…

More #1: This Deal Helped Turn Google Into an Ad Powerhouse. Is That a Problem?

More #2: ‘Sleeping giant’: How Google stands to shake up the connected TV platform war

More #3: How YouTube is working to focus advertisers’ attentions on its connected TV inventory

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