YouTube is recognized as a leading global Video On Demand platform, alongside Netflix, with a standalone valuation projected between $500-600 billion. Other media companies like Disney and Warner Bros. Discovery are at a disadvantage in the streaming market. In contrast, Amazon and Apple use their video services primarily to enhance unrelated core business operations, rather than competing directly in the streaming sector. If YouTube were to be spun off from Alphabet, investors could see significant benefits reminiscent of Netflix's market valuation.
YouTube is now one of two dominant global VOD platforms alongside Netflix, potentially valued at $500-600 billion. It would be a valuable asset for any Alphabet breakup.
Media companies such as Disney and Warner Bros. Discovery are structurally disadvantaged in streaming, while Amazon and Apple primarily use video content to support their core businesses.
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