YouTube TV Set to Surpass Charter and Comcast as Largest Pay-TV Operator in the US by 2027
Written by Emily J. Thompson, Senior Investment Analyst
Source: Businesswire
Updated: 1 day ago0mins
- Market Leadership: According to Omdia's forecast, YouTube TV is set to surpass Charter and Comcast by 2027, becoming the largest pay-TV operator in the US, marking the first time a virtual provider claims the top position, which highlights its rapid growth potential in traditional TV territory.
- Comprehensive Pay-TV Bundle: YouTube TV has evolved into a full pay-TV bundle that integrates linear channels, premium networks, and marquee sports properties like NFL Sunday Ticket, enhancing user experience and increasing its appeal in a highly competitive market.
- Global User Advantage: With nearly 3 billion global users, YouTube far exceeds Netflix's 300 million, positioning it as the dominant player in the video ecosystem and further solidifying its leadership in the pay-TV market, showcasing its unique strategic advantage.
- Industry Trend Shift: Omdia's research indicates a highly fragmented US streaming market, with Netflix accounting for only 15.7% of total subscriptions, and the rise of YouTube TV reflects a shift towards hybrid services, emphasizing changing consumer demands for diverse content and consumption patterns.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOGL is 312.00 USD with a low forecast of 236.00 USD and a high forecast of 350.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
38 Analyst Rating
31 Buy
7 Hold
0 Sell
Strong Buy
Current: 312.430
Low
236.00
Averages
312.00
High
350.00
Current: 312.430
Low
236.00
Averages
312.00
High
350.00
BTIG
Janine Stichter
Buy
maintain
$25 -> $32
2025-12-11
New
Reason
BTIG
Janine Stichter
Price Target
$25 -> $32
2025-12-11
New
maintain
Buy
Reason
BTIG analyst Janine Stichter raised the firm's price target on Warby Parker (WRBY) to $32 from $25 and keeps a Buy rating on the shares. Warby Parker shares have surged on renewed attention to its AI-powered glasses collaboration with Google (GOOGL), which could ultimately be transformative but is unlikely to meaningfully affect 2026 results, the analyst tells investors in a research note. The sizable long-term revenue opportunity is driving near-term trading enthusiasm, though scaling may be slower than peers and current fundamentals remain secondary to the story, the firm says.
Piper Sandler
Thomas Champion
Overweight
maintain
$330 -> $365
2025-12-11
New
Reason
Piper Sandler
Thomas Champion
Price Target
$330 -> $365
2025-12-11
New
maintain
Overweight
Reason
Piper Sandler analyst Thomas Champion raised the firm's price target on Alphabet to $365 from $330 and keeps an Overweight rating on the shares. The firm says Google stole the show in its Ad buyer survey with Search taking share of digital budgets for the first time in 3 years. Return on Investment remains strong and Pmax and Gemini appear to be potent products driving incremental revenue.
Truist
Buy
upgrade
$320 -> $350
2025-12-05
Reason
Truist
Price Target
$320 -> $350
2025-12-05
upgrade
Buy
Reason
Truist raised the firm's price target on Alphabet to $350 from $320 and keeps a Buy rating on the shares as part of a broader research note previewing the Holiday Season for Internet names. This Holiday Season to hit a record high for U.S. e-commerce and Digital Ad spending, driven by a resilient consumer buoyed by a healthy job market and more efficient digital ad channels fine-tuned by advancements in AI, the analyst tells investors in a research note. Third-party tracking shows that aggregate quarter-to-date holiday spending is off to a strong start, Truist notes. The firm adds that its price target increase reflects higher advertising revenues, sustained momentum across e-commerce so far this Holiday Season, and to a lesser extent higher revenue assumptions for Other Bets in the outer years from Waymo's accelerating roll-out more cities across the country.
Pivotal Research
Jeffrey Wlodarczak
Buy
maintain
$350 -> $400
2025-12-05
Reason
Pivotal Research
Jeffrey Wlodarczak
Price Target
$350 -> $400
2025-12-05
maintain
Buy
Reason
Pivotal Research analyst Jeffrey Wlodarczak raised the firm's price target on Alphabet to $400 from $350 and keeps a Buy rating on the shares. The firm cites continued momentum in the company's core business lines for the target boost. Google's search business "is a resilient cash cow with pricing power," the analyst tells investors in a research note. Pivotal sees an opportunity for Alphabet to leverage artificial intelligence to take "massive costs" out of its search business.
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About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
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Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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