
Inside The Stream
These trends signal a fundamental shift in how audiences discover and fund video content, challenging legacy broadcasters and reshaping revenue models. Understanding the rise of ad‑tier subscriptions and content realignments helps creators, advertisers, and investors navigate the evolving streaming landscape.
The latest UK viewing data shows YouTube reaching 51 million viewers between October and December 2025, narrowly surpassing the BBC’s 50.8 million on a three‑minute threshold. While the BBC still dominates the 15‑minute engagement metric, the shift highlights how audiences now favor short, repeatable clips over traditional long‑form programming. Broadcasters are forced to maintain a YouTube presence to capture younger viewers, yet the platform monetises solely through advertising, leaving legacy producers to fund premium content without direct revenue. This dynamic creates a vicious circle: creators feed YouTube’s growth while receiving little financial return.
Ad‑supported tiers are reshaping the subscription landscape. Digital Eye reports that 40 percent of Netflix’s active accounts now sit on the ad tier, up from 26 percent a year earlier, and Disney Plus, HBO Max and others show similar climbs. In the United States, ad‑supported streaming time reached 43 percent in 2025, with Netflix accounting for 45 percent of those hours. The move counters flattening growth of ad‑free plans, but advertisers still generate less revenue per viewer than premium subscriptions, prompting services to balance low‑ad loads with sustainable CPMs. The trend suggests ad tiers will continue expanding.
Content budgets reflect this shift. Ampere forecasts global spending of $255 billion in 2026, a modest 2 percent rise driven almost entirely by streaming services, while broadcasters face rising acquisition costs and regulatory mandates for local production. The recent Versant Media Group spin‑off illustrates the pressure on linear platforms: Peacock lost access to NBCUniversal channels such as Syfy and USA Network, reducing its library and aggravating fragmentation for sports fans who now need multiple subscriptions to follow Premier League or NBA games. As streaming consolidates rights and content, traditional broadcasters must adapt or risk losing relevance.
In the UK, one viewing metric has YouTube edging out the BBC. Meanwhile, global ad tier usage continues to grow, driven by Netflix, and Peacock is losing key Versant programming.
YouTube Edges BBC, Ad Tier Use Soars, Versant-Peacock | Inside The Stream
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Streaming is revolutionizing the video and TV industries. In this podcast, two industry veterans, Will Richmond, Editor, and Publisher of VideoNuze, and Colin Dixon, Founder and Chief Analyst of nScreenMedia give listeners their insiders’ take on the most important streaming news and events. They also interview industry leaders who are shaping the business of streaming video.
Thursday Jan 15, 2026
Thursday Jan 15, 2026
Thursday Jan 15, 2026
In the UK, one viewing metric has YouTube edging out the BBC. Meanwhile, global ad tier usage continues to grow, driven by Netflix, and Peacock is losing key Versant programming.
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