Why YouTube Is the Real Threat to Disney

By Travis Hoium – Sep 30, 2023 at 8:15AM

NASDAQ: GOOG

Alphabet

Market Cap

$2,159B

Today's Change

(9.96%) $15.74

Current Price

$173.69

Price as of April 26, 2024, 4:00 p.m. ET

YouTube is the real threat to Disney.

Disney's (DIS -0.04%) challenge in streaming isn't just coming from traditional linear networks and streaming rivals, it's coming from Alphabet's (GOOG 9.96%) YouTube. User-generated content is better than ever and Disney's content sits next to it on many TVs.

In this video, Travis Hoium covers YouTube's move into traditional television and how that's a threat to Disney's streaming ambitions.

*Stock prices used were end-of-day prices of September 24, 2023. The video was published on September 26, 2023.

Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Travis Hoium has positions in Alphabet and Walt Disney. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, and Walt Disney. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.