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Author: mungofitch ✹🐝🐝🐝🐝 SILVER
SHREWD   😊 😞
Number: of 48459 
Subject: Re: Up about 50% this year
Date: 08/02/2023 11:46 AM
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YouTube can grow to a $240 billion standalone asset, says SVB MoffettNathanson's Michael Nathanson


That sounds oddly conservative.
Wouldn't you think it's already worth that much or more?

$240bn is less than 15% of Alphabet's current market cap.
YouTube Ad revenue is about 1/5 as big as the "Google Search and Other" subcategory of revenues.
"YouTube Premium" subscription revenue is something like $12bn, which has essentially zero incremental COGS.
Unlike the global ad market as a whole, the video business has some room for potential growth.

Jim
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