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Market Map · As of 2026-10-13

Video & Streaming Market Map

369 video, streaming, short-form, short drama and AI video players and regulatory milestones across the US, Europe, Japan, China (Greater China), Korea and the rest of the world (India, Southeast Asia, Middle East, Latin America, Russia, Africa, Canada, Australia) in a single interactive table. Corporate revenue entities and consumer services (MAU, subscribers) are listed on separate rows; filter and sort by region, value-chain category (13), generation (Cinema → AI), origin (Legacy Media ↔ Big Tech ↔ Internet Native), screen, content genre, revenue model and ownership. Every metric carries a source verdict (✔ primary filing or official disclosure / △ press report, estimate or research agency / ✘ refuted).

Research as of 2026-10-13Last updated 2026-10-17Marks: ✔ primary source or filing / △ press report or estimate / ✘ not the caseReport an error

Six Numbers Summarizing the Sector

$60B+YouTube 2025 full-year revenue (ads + subscriptions combined, disclosed standalone by Alphabet for the first time · 2026-02-04 Q4 earnings · Sundar Pichai remarks) · ✔ — ad revenue alone was ~$40.37B (+11.7%, Tubefilter quarterly sum △) · larger than Netflix's 2025 full-year revenue (~$45.2B △)
49.0%Streaming share of US TV viewing in July 2026 (all-time high) · Cable 18.7% (all-time low) · Broadcast 19.5% · Nielsen The Gauge △ (research agency) — up from 47.3% in July 2025
14.2%YouTube main app share of US TV-screen viewing in July 2026 · #1 single service · 5.0 percentage points ahead of #2 Netflix · Nielsen △ — up +3.4%p in 18 months from 10.8% in Jan 2025
$33.55BGlobal box office in 2025 (Gower Street year-end estimate) · 2026 forecast $35.0B (+5%) · still ~12%+ below 2019 ($42.3B) · △ (research agency)
$4.2TGlobal Entertainment & Media 2030 projection (PwC Global E&M Outlook 2026–2030 · 2026-06-22 · 3.4% CAGR) · global advertising crossed $1T for the first time in 2025 → $1.4T by 2030 · △ (research agency)
CNY 1.2877TChina online audiovisual (网络视听) market in 2025 (+5.3%) · 1.099B users · micro-dramas (微短剧) reached 129 min/user/day (+28.4%, overtaking long-form video) · China Netcasting Services Association 2026 report (2026-04) △

How We Classify — "Value-Chain Position" × "Generation" × "Origin"

Because money flows differently depending on where a player sits in the video value chain (hosting user uploads, running vertical short feeds, charging monthly subscriptions, streaming free ad-supported channels, owning broadcast spectrum and cable pipes, producing and licensing shows, operating movie theaters, selling 1-minute micro-drama episodes, creating content, controlling the TV home screen, generating video with AI, or selling SaaS/ad-tech infrastructure), we divide the industry into 13 categories. Generation (Cinema → Broadcast → Home Video → Web UGC → Subscription OTT → Short-Form → Short Drama · FAST → AI) tracks when and how a business scaled, while Origin separates legacy incumbents from insurgents — Disney+ is "Subscription OTT" by generation but "Legacy Media" by origin, whereas YouTube is "Big Tech." AI video tools are isolated in Category ⑪ and Generation "AI" (grouped under their operating headquarters country), while AI adoption by incumbents is noted in each row's "Recent trends." In the Korea and Japan sections, we also include local usage rows for overseas platforms (e.g., YouTube Korea Usage, Netflix Japan Usage) so domestic market share can be compared directly.

① Long-Form UGC Video PlatformsOpen creator video platforms (YouTube, Bilibili, Niconico, Dailymotion, Rumble). Revenue = ads + subscriptions (Premium) · 55% ad share paid to creators
② Short-Form Video PlatformsVertical short feeds & algorithmic discovery (TikTok, Douyin, Kuaishou, Reels, Shorts, WeChat Channels). Revenue = feed ads + live gifting + commerce
③ Subscription OTT (SVOD)Monthly subscription streaming (Netflix, Disney+, HBO Max, Prime Video, TVING, iQIYI, U-NEXT, DAZN). Revenue = subscriptions + ad-supported tiers + bundles
④ Free Ad-Supported & FASTFree ad-supported streaming & linear channels (Tubi, Pluto TV, The Roku Channel, Samsung TV Plus, ABEMA, TVer). Revenue = advertising
⑤ Broadcasters & Pay TVTerrestrial, cable networks, public broadcasters & cable/IPTV/satellite operators (NBCU, BBC, NHK, KBS, CCTV, Comcast, Sky, SK Broadband). Revenue = ads, license fees, retransmission & pay-TV bills
⑥ Studios, Production & DistributionFilm, drama & variety producers and distributors (Warner Bros., Universal, Toho, Studio Dragon, ITV Studios, Banijay). Revenue = licensing, theatrical distribution, formats
⑦ Cinemas & Theatrical ExhibitionAMC, Cinemark, CGV, Wanda Film, Toho Cinemas, IMAX. Revenue = box-office tickets + concessions + screen ads
⑧ Short Dramas & Micro-Dramas1–2 minute vertical episodic dramas (ReelShort, DramaBox, Hongguo Short Drama, Vigloo). Revenue = per-episode coins, weekly passes, and (in China) free ad-supported viewing
⑨ Creators & MCNsMrBeast, HIKAKIN, T-Series, Sandbox Network, UUUM. Revenue = platform ad share + brand sponsorships + commerce + streamer originals
⑩ TV OS & Streaming GatewaysRoku, Fire TV, Google TV, Samsung Tizen, LG webOS, Vizio. Revenue = home-screen ads, 30% app ad inventory split, hardware
⑪ AI Video Generation & Production ToolsVeo/Flow, Kling (可灵), Seedance, Runway, Higgsfield, HeyGen, Synthesia (OpenAI Sora shut down in 2026-03). Revenue = credit subscriptions & APIs
⑫ Video Infra, Editing, Ad-Tech & MeasurementCapCut, Premiere, DaVinci, Mux, Brightcove, The Trade Desk, Nielsen. Revenue = SaaS, ad-tech take rates, measurement fees
⑬ Regulation & Industry Benchmarks[Regulation] rows — network usage fees, content quotas, license fees, divestiture laws, AI training lawsuits & national usage stats. No scale tier
Why the Filters Work This Way· Region: Based on operating headquarters. Independently operated subsidiaries are placed under their own HQ (Crunchyroll = US, Sky = Europe), while video divisions of conglomerates follow the parent company (Sony Pictures division = Japan). TikTok is placed under China (ByteDance) with Singapore & US JV details noted. Local usage rows in Korea and Japan track domestic usage of overseas services.· Category: 13 types across the value chain. Turning on "Include secondary" also matches multi-segment players (e.g., Amazon = Subscription OTT + FAST + Device + Studio).· Generation: Cinema & Film (1900s+) · Broadcast & Pay TV (1950s+) · Home Video & Rental (1980s+) · Web Video & UGC (2005+) · Subscription OTT (2007+) · Short-Form & Mobile (2016+) · Short Drama (2020+) · Ad-Supported & FAST (2019+) · AI (2023+).· Origin: Separates legacy vs. insurgent players. Legacy Media, Public, State-Owned, Pay TV, Telecom & Consumer Electronics = incumbents / Big Tech, Internet Native & Creator-Led = insurgents.· Scale tier: People metrics (MAU, subscribers, admissions): S 100M+ · A 10M+ · B 1M+ · C 100K+; Money (revenue or valuation in USD): S $1B+ · A $100M+ · B $10M+ · C $1M+. Do not directly compare tiers across different metric types.· Metric type: To rank by usage, select "MAU" (or "Subscribers" for OTT) and sort by largest scale. To rank by revenue, select "Revenue" — corporate rows reflect video segment revenue (fiscal calendars vary; quarterly×4 annualized rows are noted in the metric column).· Screen: Mobile · TV & CTV · PC & Web · Cinema · Broadcast Signal (matches any selected).· Content: Film · Drama & Series · Variety & Reality · Animation · Sports · News · UGC & Creator · Short Drama · Education & Knowledge · Music & MV · Kids · Live.· Revenue model: Subscription · Ads · Transactional · Tickets · License/Retransmission · Pay-TV · Content Licensing · Creator Share · Tipping · Commerce · Per-Episode Coins · Hardware · SaaS · API · Ad-Tech · IP · Public Funding (selecting multiple requires all selected).· Ownership: Publicly Listed · Conglomerate Affiliate · Private Equity · Sovereign Wealth · VC-Backed Private · Founder-Owned · Public · State-Owned.

Player Directory

Region
Category
Generation
Origin
Scale tier
Metric type
Screen
Content
Revenue
Ownership
Status
Active
Sort
#NameRegionCategoryTierHeadline MetricScreenRevenue ModelVerdict

Click any row to expand ownership, founding year, revenue model, financials, recent trends and primary source links. The 111 entries marked "?" have no verified public headline metric. Scale tiers are rough buckets based on a single headline metric. MAU definitions vary by company (logged-in users, app opens, unique browsers), and Netflix & Disney+ stopped reporting subscriber counts in 2025–2026 (showing their last disclosed figures). Mobile usage in Korea, Japan and China often relies on third-party panels (WiseApp, Mobile Index, QuestMobile). Quarterly×4 annualized revenue rows are noted in the metric column.

US TV Viewership Share Trend (Nielsen The Gauge)

Monthly share of US television-screen viewing time from Nielsen The Gauge. Only months where all six buckets were verified are plotted below — 2025-03, 05, 11 and 2026-02, 03, 07 are omitted from the bar chart. See the headline numbers above for July 2026 (YouTube 14.2%, total streaming 49.0%, cable 18.7% all-time low). Research agency data (△).

Market Size — Reading Each Definition Separately

ScopeFigureDefinition & PeriodVerdict
Global Entertainment & Media (E&M) 2030 forecast$4.2T (3.4% CAGR) · 2025 ~$3.55T (implied)PwC Global E&M Outlook 2026–2030 · 12 segments across 53 countries · includes music, gaming, publishing & advertising alongside video · 2025 implied via 2030 ÷ 1.034^5△
Global advertising (all media) 2025First crossed $1T → $1.4T by 2030Same PwC report · CTV in-stream ad CAGR 14% · social & mobile video ads 15% (secondary summary)△
Global OTT video revenue 2025$226.6B (+13.9%) → $304.0B by 2030Secondary citation of PwC figures · SVOD + AVOD△
YouTube revenue 2025$60B+ (~$40.4B ads + ~$19B–20B subscriptions)Alphabet Q4 2025 earnings release · total ✔, ad vs. subscription split estimated by Tubefilter✔
Global box office 2025 & 2026 forecast$33.55B (2025) → $35.0B (2026 · North America $9.9B · Int'l ex-China $18.0B)Gower Street · theatrical ticket gross · FX-sensitive · 2019 was $42.3B△
US MPA THEME reportDiscontinued after 2021 edition (2022-03) — 2021 global theatrical + home entertainment $99.2BMPA THEME = theatrical + home/mobile entertainment (digital & physical)△
US CTV advertising 2025~$33B (estimate)eMarketer / IAB-style estimates · varies ±$5B depending on whether YouTube TV-screen ad revenue is included△
Creator economy$250B (2023) → $480B (2027)Goldman Sachs Apr 2023 report · brand sponsorships + platform payouts + subscriptions across all platforms△
China online audiovisual (网络视听) 2025CNY 1.2877T (+5.3%) · 1.099B usersChina Netcasting Services Association 2026 report · covers short-form, long-form, live, audio & micro-dramas△
China micro-dramas (微短剧) 2024 & 2025CNY 50.5B (2024) → CNY 67.79B (2025 · +34.4%) → CNY 150B+ by 2030iiMedia Research (艾媒咨询) estimate · per-episode payments + free ad-supported viewing△
Overseas short-drama apps 2025In-app spend $2.98B (+115%)Sensor Tower · App Store + Google Play in-app purchases only (excludes ads, web billing & mainland China)△
AI video generation market~$600M–700M (2024) → 20%+ annual growth forecastGrand View-style research · definitions vary (whether avatar & marketing tools are included) · read alongside Runway $300M+ ARR and Kling disclosures△
Korea broadcasting industry revenue~KRW 19T (broadcasting business revenue · 2023–2024)MSIT & KCC Broadcasting Industry Survey · terrestrial, pay-TV, PP & home shopping · excludes OTT△
Japan video streaming (SVOD + TVOD) 2024~JPY 570BGEM Partners-style estimate · consumer streaming only (excludes broadcast & theatrical)△

Business Models — 15 Monetization Paths

Revenue StreamKey Examples & PricingTrajectory
Subscription (SVOD)Netflix 2025 revenue ~$45.2B (△) · Disney+ · HBO Max · TVING · U-NEXT→ Mature · subscriber count disclosure halted (Netflix 2025+) · ARPU growth driven by price hikes
Ad-supported tier (AVOD tier)Netflix ad tier (2022-11+) · Prime Video default ads (2024-01) · Disney+ Basic↑ Over half of new sign-ups choose the ad tier in many markets (company remarks △)
FAST (free ad-supported channels)Tubi (Fox) · Pluto TV (Paramount) · The Roku Channel (3.0% Gauge in 2026-06) · Samsung TV Plus↑ Roku Channel & Tubi reach 2–3% US TV share · measurement methodology debates (Tubi 2026-06 restatement)
Transactional (TVOD · EST)Apple TV Store · Prime Video rentals · $19.99 PVOD right after theatrical release↓ Shorter theatrical-to-digital windows (17–45 days)
Theatrical box officeGlobal $33.55B (2025) · Ne Zha 2 (哪吒之魔童闹海) CNY 15B+ in China (2025 · △)→ Recovery plateaued (−12% to −20% vs. 2019) · steep attendance drop in Korea
License fees · Public fundingBBC licence fee (£174.50 · △) · NHK receiving fee · KBS license fee unbundled (2023) → rebundling enacted↓ UK 2027 Royal Charter renewal sparks funding overhaul debate
Pay-TV subscription feesComcast · Charter · DirecTV · Korea's 3 IPTV operators↓ Cord-cutting · US cable viewing share hit an all-time low of 18.7% in July 2026
Retransmission consent · CarriageUS retransmission consent · Korea CPS · Disney–Charter 2023 dispute resolved by bundling streaming apps into cable packages→ Weaker linear leverage, offset by wholesale bundling of streaming apps
Content licensing (selling to rivals)WBD & Paramount licensing library titles back to Netflix · Suits & La Brea topping Netflix charts↑ Shift from strict exclusivity back to third-party licensing for cash flow
Creator ad revenue shareYouTube long-form 55% · Shorts pool 45% · $100B+ paid out over 4 years ✔↑ YouTube at 14.2% of TV screens turns creators into television networks
Tipping · Channel membershipsYouTube channel memberships & Super Thanks 70% · Patreon · Bilibili charging (充电)→ Concentrated among top creators
Commerce & live shoppingTikTok Shop · Douyin E-Commerce · YouTube Shopping affiliate · Coupang Play (Rocket Wow bundle)↑ Short-form platform monetization shifting from ads to commerce GMV
Short-drama episode paymentsReelShort & DramaBox coins / weekly passes · Hongguo Short Drama is free + ad-supported↑ Overseas in-app spend +115% (2025) · China shifted to free ad-supported model
Bundles (telecom, retail & cross-streamer)Disney+ / Hulu / Max bundle · Prime Video ⊂ Amazon Prime · Coupang Play ⊂ Wow · telco plans↑ Antidote to subscription fatigue · highlighted by PwC as a core industry theme
AI video credits & APIsRunway · Google Flow (Veo) · Kling · per-second API billing↑ Standalone social app experiment failed (OpenAI Sora app Oct 2025 → shut down Mar 2026) · revenue concentrates in credit subscriptions & APIs (Kling, Seedance, Higgsfield)

Creator & Studio Revenue Share Comparison

UGC platforms standardize around "55% long-form ad share / 45% short-form pool," while subscription OTTs typically acquire originals on a cost-plus basis (production budget + premium) and retain global IP. In short dramas, 70–80% of gross revenue goes toward performance ad buying.

PlatformCreator / Studio SharePlatform ShareEligibility / TermsPayoutSource
YouTube Long-Form (YPP)55% of ad revenue (creator)45%1,000 subscribers + 4,000 watch hours (or 10M Shorts views)AdSense $100 threshold · monthlySource
YouTube Shorts45% of Creator Pool55% · music licensing deducted firstPooled Shorts feed ads allocated by view shareAdSenseSource
YouTube Premium · Super Thanks · MembershipsPremium subscription revenue shared by watch time (~55% · △) · Super Thanks & Memberships 70%30% (Super & Memberships)—AdSenseSource
TikTok Creator RewardsVideos over 1 min · RPM formula (rates undisclosed)Undisclosed10K followers · 100K views in 30 daysMonthlySource
Meta (Facebook Video · Instagram)Facebook In-Stream 55% · unified into performance-based Content Monetization45%Invite / eligibilityMonthlySource
Snap (Unified Monetization 2025)Unified Spotlight & Stories ad revenue shareUndisclosed50K+ followers, etc.MonthlySource
Bilibili Creator Incentive · DouyinView & quality-score incentives · Douyin Mid-Length Video Plan (merged with Xigua)Undisclosed—MonthlySource
Netflix Originals (cost-plus)Production budget + 10–30% premium (industry practice · press △)Netflix retains IP & secondary rights · no box-office backend (selective performance bonuses reported)—Milestone installmentsSource
Korean OTT production contracts100–110%+ of production cost · platform usually retains global rightsIP ownership debate since Squid Game (2021)——Source
Short-drama platform vs. producerFixed-fee work-for-hire or 10–30% net revenue share (China press △)User acquisition ad spend consumes 70–80% of gross revenueCNY hundreds of thousands to millions per series—Source
Apple · Google in-app billing85% / 70%15% for year-2+ subscriptions & small business · 30% standard · US external link steering allowed (2025 ruling)—MonthlySource
Roku platformRoku retains ~30% of channel app ad inventory by convention30% ad inventory + subscription billing cut——Source
FAST channels (Samsung TV Plus, Pluto, etc.)Ad revenue split or inventory split (~50:50 · press △)Platform cut undisclosed——Source
Vimeo OTT (enterprise SaaS)Seller keeps ~90% (~10% transaction fee · △)$1/subscriber/mo or 10%Tiered monthly plansMonthlySource

Major M&A & Investment Timeline

DateTransactionAmountNotes
2019-03-20Disney closes acquisition of 21st Century Fox entertainment assets$71.3BHulu control, Star India, 20th Century Fox studio · △
2022-03-17Amazon closes acquisition of MGM$8.5BPrime Video library · James Bond franchise · △
2022-04-08Discovery + AT&T's WarnerMedia merge into Warner Bros. Discovery~$43B cash & debt transferred from AT&TDavid Zaslav CEO · △
2024-11-14Reliance (Viacom18) + Disney Star India form JioStar joint venture~$8.5BReliance controlled · launched JioHotstar in Feb 2025 · △
2025-08-07Skydance closes merger with Paramount Global~$8.0BFCC approval (ombudsman & DEI conditions) · David Ellison CEO · △
2025-12-05Netflix agrees to acquire Warner Bros. (studios & HBO Max)$27.75/sh · ~$82.7B EVOutbid by Paramount hostile tender offer → Netflix declined to raise in Feb 2026 · $2.8B breakup fee paid by Paramount △
2026-02-27Paramount Skydance agrees to acquire all of Warner Bros. Discovery$31/sh · ~$110B EVDOJ unconditional clearance 2026-06-12 · EU conditional clearance Jul (UIP stake divestiture) · 12-state AG settlement Sep 21 · closed 2026-10-06, renamed Skydance (SKYD) △
2025-10Fubo + Hulu + Live TV combinationDisney holds 70% stake#2 US vMVPD · △
2025TVING + Wavve merger (CJ ENM · SK Square · 3 terrestrial broadcasters)Undisclosed (share swap)Conditional KFTC approval followed by combined bundles · final legal entity merger date pending · △
2025-09Canal+ acquires MultiChoice (South Africa)~$2.9BPan-African pay-TV leader · △
2025MFE-MediaForEurope secures controlling stake in ProSiebenSat.1Tender offer (cash + stock)Outbid PPF · European broadcast consolidation · △
2025-04DAZN acquires Foxtel (Australia)A$3.4B (EV)Sports & pay-TV streaming · △
2025-11Bending Spoons acquires Vimeo~$1.38B ($7.85/sh)△
2026-01Comcast spins off cable networks into VersantSpin-offMSNBC (MS NOW), CNBC, USA Network, etc. · combined as "NBCUniversal-Versant" in Nielsen Gauge · △
2026-01-22TikTok USDS Joint Venture launches in the USOracle, Silver Lake & MGX 15% each · ByteDance 19.9%Response to US divest-or-ban law · US algorithm retraining · △
2025-12-11Disney $1B equity investment in OpenAI + Sora character license → terminated$1.0BOpenAI announced shutdown of Sora app & API on 2026-03-24 → equity investment & character license terminated before funds changed hands (PetaPixel · exchange4media △)
2025-05Lotte Cultureworks + Megabox JoongAng merger MOU → terminatedUndisclosedMOU expired and terminated on 2026-06-30 (△) · Megabox JoongAng entered court-backed workout on 2026-06-30

Key People Shaping the Sector

PersonCountryRoleCore BMDefining Move
Reed HastingsUSNetflix co-founder & Executive ChairmanSubscription (SVOD)Pivoted from DVD-by-mail to streaming in 2007 · set the SVOD original template with House of Cards (2013)
Ted SarandosUSNetflix co-CEOSubscriptions · ad tier · live eventsChampioned originals & non-English hits (Squid Game) · agreed to buy Warner Bros. in Dec 2025, then walked away in Feb 2026 rather than overpay
Greg PetersUSNetflix co-CEOAd-supported tier · pricingRe-accelerated growth via the 2022 ad tier & 2023 paid sharing crackdown · ended quarterly subscriber count reporting in 2025
Neal MohanUSYouTube CEO (2023+)Ads · subscriptions · ShortsTook YouTube to #1 on US TV screens (14.2%) · launched Shorts revenue sharing · disclosed $60B+ annual revenue for 2025
Bob IgerUSFormer Disney CEO (through 2026-03-18 · advisor through 2026-12-31)IP · streaming · theme parksAcquired Pixar, Marvel, Lucasfilm & Fox · launched Disney+ (2019) · handed CEO reins to Josh D'Amaro
Josh D'AmaroUSDisney CEO (2026-03-18+)Theme parks · IP · streamingFirst Disney CEO promoted from Parks chairman · paired with President & CCO Dana Walden
David ZaslavUSWarner Bros. Discovery CEO (through Oct 2026 sale)Cable · HBO Max · studiosLed 2022 WarnerMedia merger & debt paydown · planned a 2025 split before putting WBD up for auction and selling to Paramount Skydance
David EllisonUSSkydance (formerly Paramount) Chairman & CEOStudios · broadcast · streamingClosed Paramount buyout in Aug 2025 → launched hostile bid to wrest WBD from Netflix and closed the $110B deal in Oct 2026
Brian RobertsUSComcast Chairman & CEOPay TV · broadband · NBCU · PeacockAcquired NBCU (2011) & Sky (2018) · spun off linear cable networks into Versant in Jan 2026
Andy Jassy · Mike HopkinsUSAmazon CEO · Head of Prime Video & Amazon MGM StudiosPrime bundle · advertisingMade ads default on Prime Video in Jan 2024 · acquired MGM · secured Thursday Night Football & NBA rights
Anthony WoodUSRoku founder & CEOPlatform ads · 30% inventory splitBuilt the #1 US TV OS · scaled The Roku Channel (FAST) to 3.0% of US TV viewing
Lachlan MurdochUS · AustraliaFox Corp. Executive Chair & CEO · consolidated family trust control in 2025News · live sports · FAST (Tubi)Acquired Tubi in 2020 ($440M · △) to build a top FAST leader · launched Fox One streaming in 2025
Jimmy Donaldson (MrBeast)USBeast Industries founderCreator ads · commerce (Feastables) · streamer originalsBridged YouTube creators to big-budget SVOD with Amazon's Beast Games · 400M+ subscribers (△)
Zhang Yiming (张一鸣)ChinaByteDance founderAlgorithmic feed ads · commerceOpened the short-form video era with Douyin (2016) & TikTok (2017 Musical.ly merger)
Liang Rubo (梁汝波)ChinaByteDance CEOAds · commerce · AI (Seedance)Flipped China's micro-drama market to free ad-supported viewing via Hongguo Short Drama · scaled Jimeng / Seedance AI video
Shou Chew (周受资)SingaporeTikTok CEOAds · TikTok ShopNavigated US divest-or-ban law → launched TikTok USDS Joint Venture in Jan 2026
Cheng Yixiao (程一笑)ChinaKuaishou (快手) co-founder & CEOLive gifting · commerce · AI (Kling)Launched Kling (可灵) in Jun 2024 → first publicly listed short-form company disclosing quarterly AI video revenue
Chen Rui (陈睿)ChinaBilibili Chairman & CEOAds · games · fan chargingBuilt China's flagship long-form UGC & bullet-chat community · achieved first full-year adjusted operating profit in 2024 (△)
Gong Yu (龚宇)ChinaiQIYI (爱奇艺) founder & CEOSVOD · advertisingPioneered paid OTT in China · reached full-year profitability in 2023 · expanded into micro-dramas & AI production
Lee Jay-hyun · Miky LeeKoreaCJ Group Chairman · CJ ENM Vice ChairwomanBroadcast · film · TVINGBacked DreamWorks (1995), tvN & Parasite · driving the TVING–Wavve domestic OTT consolidation
Susumu Fujita (藤田晋)JapanCyberAgent founder & ChairmanABEMA (free ad-supported + Premium)Co-founded ABEMA with TV Asahi in 2016 · turned Japan's #1 FAST/live OTT profitable in its 10th year
Yasuhide Uno (宇野康秀)JapanU-NEXT HOLDINGS Chairman & CEOSVOD (points · books · adult)Absorbed Paravi in 2023 to become Japan's #1 domestic SVOD · expanded partnerships with WOWOW in 2025
Nobuo Kawakami (川上量生)JapanDwango founder (Niconico)Premium memberships · tippingPioneered bullet-comment video with Niconico (2006) · rebuilt after the 2024 ransomware attack under KADOKAWA
Mukesh AmbaniIndiaReliance Industries ChairmanTelecom bundle · ads · cricketDisrupted Indian mobile data via Jio · merged Viacom18 with Disney Star in 2024 to form JioHotstar (IPL streaming)
Maxime SaadaFranceCanal+ Chairman & CEOPay TV · sports · StudioCanalListed Canal+ in London after spinning off from Vivendi (2024) · acquired MultiChoice in 2025 to dominate African pay TV
Matt BrittinUKBBC Director-General (2026-05-18+ · succeeding Tim Davie)Licence fee (public funding)First Google executive to lead the BBC · faces 2027 Royal Charter renewal and funding model reform
Cristóbal ValenzuelaChile · USRunway co-founder & CEOAI credit subscriptions · studio dealsOpened commercial text-to-video with Gen-2 (2023) · signed Lionsgate AI model partnership (2024)
Bill PeeblesUSHead of OpenAI SoraAI credits · consumer appUnveiled Sora (Feb 2024) & launched Sora 2 social app (Oct 2025) + Disney license pact — before OpenAI shut down the Sora app & API in Mar 2026
Demis Hassabis (Google DeepMind)UKGoogle DeepMind CEOAI credits (Gemini · Flow)Launched Veo 3 with native audio generation (May 2025) and the Flow AI filmmaking workspace

17 Industry Trends (2024–2026)

Five Notable Players Across Regions

One flagship player per region whose public filings and disclosures best illustrate how video and streaming make money in that market.

US
Netflix (Ted Sarandos · Greg Peters · NASDAQ: NFLX)
  • FY2025 revenue $45.18B (10-K ✔) · Q2 2026 operating margin 33.4% (✔) · 325M+ paid memberships (Q4 2025 final disclosure ✔)
  • Cleanest 10-K and shareholder-letter trail showing the transition from pure SVOD → ad tier (250M monthly active viewers △) → paid sharing & live sports
  • Agreed to buy Warner Bros. (Dec 2025) then walked away when Paramount outbid it, pocketing a $2.8B breakup fee — choosing disciplined organic build over empire M&A
Other US leaders: YouTube ($60B+ revenue · #1 on TV screens at 14.2%) · Roku (TV OS gateway) · Skydance (merged Paramount + WBD closed 2026-10-06)
China
Kuaishou (快手 · Cheng Yixiao · HKEX: 1024)
  • 797.3M MAU · 412.3M DAU (Q2 2026 ✔) · FY2025 revenue CNY 142.8B (✔) = 58% online marketing (ads), 25% live streaming, 17% e-commerce & other
  • The only listed company where one earnings report reveals the entire short-form monetization stack: feed ads → live gifting → live commerce → AI video (Kling Q2 revenue CNY 850M+ ✔)
  • Modest DAU growth (+0.8%) vs. MAU (+11.5%) highlights short-form saturation and why Chinese platforms are racing into AI video
Other China leaders: ByteDance (Douyin, TikTok, Hongguo Short Drama · private) · Bilibili (first full-year profit · 20-F) · iQIYI (halted subscriber disclosure · revenue −7%)
Korea
CJ ENM + TVING
  • Q2 2026 video segments revenue KRW 570.2B (✔) · linear TV ads −20.9% vs. digital platform ads +52% — capturing the shift from legacy broadcast to OTT inside a single conglomerate
  • TVING achieved its first quarterly operating profit in Q2 2026 · pursuing Wavve merger · disclosures split broadcast, OTT, Studio Dragon & Fifth Season (US)
  • In Korean mobile MAU, YouTube leads at 46.78M and Netflix leads OTT at 15.16M (△) — setting the benchmark domestic OTTs must fight against
Other Korea leaders: Netflix Services Korea (KRW 899.7B revenue · 81% remitted to HQ ✔ audit report) · Coupang Play (Rocket Wow bundle) · JTBC & Contentree JoongAng
Japan
CyberAgent — ABEMA (Susumu Fujita · TSE Prime: 4751)
  • Media & IP segment FY2025 (Sep) revenue JPY 231.5B, OP JPY 7.3B (first full-year profit 10 years after launch △) · H1 FY2026 ABEMA OP JPY 10.3B (press △)
  • Combines free ad-supported linear/VOD (FAST) + ABEMA Premium SVOD + PPV + WINTICKET (keirin wagering) + World Cup rights — proving how free ad-supported OTT turns profitable in Japan
  • Joint venture with TV Asahi — a rare successful alliance between a terrestrial broadcaster and an internet company
Other Japan leaders: Fuji Media Holdings (first operating loss after governance crisis ✔) · TVer (44.7M MUB ✔ · joint commercial broadcaster catch-up) · Toho (OP JPY 67.9B · anime) · U-NEXT
Europe
ITV plc (Carolyn McCall · LSE: ITV)
  • FY2025 external revenue £3.51B (RNS ✔) = Media & Entertainment (broadcast + ITVX) £1.99B + ITV Studios £2.13B — a commercial broadcaster transforming into a global studio
  • ITVX reached 16.5M MAU (+12% ✔) and recouped its cumulative investment ahead of schedule (Mar 2026) · in talks to sell M&E broadcast/ITVX arm to Sky for up to £1.6B (△)
  • Illustrates the European free-to-air + global production studio playbook in contrast to US pure-play SVOD
Other Europe leaders: Canal+ (42.3M subscribers ✔ · MultiChoice acquisition) · BBC (licence fee & BBC Studios) · RTL Group · DAZN · Banijay

Changes

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