Strategic Intelligence: Video Streaming

Video streaming has become a mainstream digital service, reaching about 6.5 billion users in 2025. The analyst estimates it will surpass 7.9 billion by 2030, driven by continued growth in both subscription- and advertising-supported platforms. As subscription-based streaming approaches maturity, ad-supported services will increasingly drive future growth.

Key Highlights

• The era when subscriber growth and content spending determined streaming success is ending. Today, streaming platforms pursue profits and scale through acquisitions, tech integrations, and ecosystem expansion. Competition is shifting beyond content acquisition toward advertising, live sports, and connected TV. Over the next five years, the winners will be those companies that control how content discovery and advertising relevance are delivered and use audience data effectively.
• The largest video streaming platforms already possess vast libraries of content, audience data, and ad inventory. Artificial intelligence (AI) helps them improve recommendation accuracy, automate content localization, optimize advertising, and reduce costs. As a result, AI can reinforce existing scale advantages, making it increasingly difficult for smaller peers to match the efficiency and monetization of market leaders.

Scope

• This report provides an overview of the video streaming theme.
• The detailed value chain is split into four main areas: content creation, content aggregation, distribution, and device.
• Also included are profiles of leading players in the video streaming theme, including Netflix, Amazon, Apple, Disney, and Tencent.

Reasons to Buy

• The video streaming industry is experiencing rapid growth and intensifying competition. Established media companies, technology giants, and content creators are investing in streaming platforms to capitalize on the growing market.
• Companies are vying for market share by offering compelling content libraries, unique features, and competitive pricing. This report is an indispensible guide to an important and much-discussed theme.