Global SVOD and AVOD revenue is projected to exceed $165 billion in 2025, with 60–70% of subscriptions in mature markets expected to shift toward bundled or aggregated models to combat churn.
02
Traditional U.S. pay-TV providers are forecast to lose half their subscriber base, dropping below 50 million users as the industry pivots to 'stream-hub' models that bundle broadband with multiple streaming services.
03
Cloud gaming is projected to grow at a 44% CAGR through 2030, reaching a $64 billion market as subscription-based monetization increasingly replaces traditional one-time hardware purchases.
04
Google’s global search advertising market share is expected to decline from 57% to 55% by 2025, as conversational AI competitors like OpenAI, Perplexity, and TikTok capture revenue through multimodal and shoppable search formats.
05
Artificial intelligence will serve as a primary industry catalyst in 2025, with firms required to implement eight core governance building blocks—including risk management and compliance—to navigate IP and regulatory challenges like the EU AI Act.
06
Video multichannel distributors such as YouTube TV face a projected peak and subsequent decline due to rising costs, the migration of live sports to direct-to-consumer platforms, and intensified competition.
Insights
01
Global SVOD and AVOD revenue is projected to exceed $165 billion in 2025, with 60–70% of subscriptions in mature markets expected to shift toward bundled or aggregated models to combat churn.
02
Traditional U.S. pay-TV providers are forecast to lose half their subscriber base, dropping below 50 million users as the industry pivots to 'stream-hub' models that bundle broadband with multiple streaming services.
03
Cloud gaming is projected to grow at a 44% CAGR through 2030, reaching a $64 billion market as subscription-based monetization increasingly replaces traditional one-time hardware purchases.
04
Google’s global search advertising market share is expected to decline from 57% to 55% by 2025, as conversational AI competitors like OpenAI, Perplexity, and TikTok capture revenue through multimodal and shoppable search formats.
05
Artificial intelligence will serve as a primary industry catalyst in 2025, with firms required to implement eight core governance building blocks—including risk management and compliance—to navigate IP and regulatory challenges like the EU AI Act.
06
Video multichannel distributors such as YouTube TV face a projected peak and subsequent decline due to rising costs, the migration of live sports to direct-to-consumer platforms, and intensified competition.