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Omdia: Online Video Subscription Reached 2.24 Billion in 2025 Ahead of Projected Slowdown in 2026

StockNews.AI · 4 hours

TTGT
Medium Materiality6/10

AI Summary

Omdia's data show online video subscriptions reaching 2.24B by end-2025, up 17.6% YoY, while pay-TV subs fall to 1.03B. Online video revenue led in 2025 at $176B versus $170B for pay-TV. Growth is forecast to slow to 5.6% in 2026 as markets mature, underscoring ongoing demand for streaming analytics—a potential tailwind for TTGT's data services.

Sentiment Rationale

The report summarizes long-running industry shifts rather than TTGT-specific catalysts; while favorable for demand for TTGT’s analytics, no TTGT earnings or guidance are disclosed.

Trading Thesis

TTGT: neutral with modest upside over 6–12 months from rising demand for streaming-market analytics.

Market-Moving

  • Streaming now accounts for 68.4% of 3.3B total subscriptions, signaling a persistent market shift.
  • 2025 online video revenue surpassed pay-TV revenue ($176B vs $170B).
  • 2026 growth expected at 5.6% as core markets approach saturation.
  • Ad-supported tiers and price-increase strategies remain key profit drivers for online video

Key Facts

  • Online video subs reach 2.24B end-2025; +17.6% YoY.
  • Pay-TV subs decline to 1.03B; -1.8% YoY.
  • Online video accounts for 68.4% of 3.3B total subscriptions.
  • Online video 2025 revenue $176B; Pay-TV $170B (revenue, excl. ads).
  • Forecast 2026 growth 5.6%; market maturation; ad-tier pricing to drive profits.

Companies Mentioned

  • TechTarget, Inc. (TTGT): Referenced as the Nasdaq-listed arm in Informa TechTarget context; potential upside from data/services demand.
  • Informa plc (INF): Parent company linked to Informa TechTarget; implied exposure to TTGT’s data-driven businesses.

Industry News

Category: Industry News. Fits as it reports a market-data update impacting the streaming vs. pay-TV landscape and TTGT’s data-services opportunity.

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