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YouTube Could Be Worth $550 Billion as Analyst Crowns Platform 'New King of All Media'

3 months 1 week ago
MoffettNathanson has crowned YouTube the "New King of All Media" as the Alphabet-owned video platform has become a major force in Hollywood, dominating time spent watching TV. From a report: The firm estimates that YouTube as a standalone business could be worth as much as $550 billion -- or nearly 30% of the tech giant's current valuation. The figure is based on the firm's analysis of enterprise value as a multiple of revenue in 2024 for Netflix (10.5x revenue), Meta (8.8x), Roku (2.4x), Warner Bros. Discovery (1.4x), Fox (1.3x) and Disney (1.3x). In 2024, YouTube was the second-largest media company by revenue at $54.2 billion, trailing behind only Disney. However, the MoffettNathanson analysts predict YouTube will take the top spot in 2025, becoming a leader in both engagement and revenue. "YouTube has the potential to become the central aggregator for all things professional video, positioning itself to capture a share of the $85 billion consumer Pay TV market and the ~$30 billion streaming ex. Netflix market in the U.S.," they wrote in a Monday research note. "On monetization, when comparing YouTube's massive TV screen engagement to its estimated TV revenue, it remains significantly under-monetized relative to its scaled reach and differentiated offering. This signals a substantial runway for improving its monetization strategy."

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Mozilla To Launch 'Thunderbird Pro' Paid Services

3 months 1 week ago
Mozilla plans to introduce a suite of paid professional services for its open-source Thunderbird email client, transforming the application into a comprehensive communication platform. Dubbed "Thunderbird Pro," the package aims to compete with established ecosystems like Gmail and Office 365 while maintaining Mozilla's commitment to open-source software. The Pro tier will include four core services: Thunderbird Appointment for streamlined scheduling, Thunderbird Send for file sharing (reviving the discontinued Firefox Send), Thunderbird Assist offering AI capabilities powered by Flower AI, and Thundermail, a revamped email client built on Stalwart's open-source stack. Initially, Thunderbird Pro will be available free to "consistent community contributors," with paid access for other users. Mozilla Managing Director Ryan Sipes indicated the company may consider limited free tiers once the service establishes a sustainable user base. This initiative follows Mozilla's 2023 announcement about "remaking" Thunderbird's architecture to modernize its aging codebase, addressing user losses to more feature-rich competitors.

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