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Trend Report6 pages

Everything is TV!

YouTube is TV. TikTok is TV. Instagram is TV. Even Substack is TV. And all of Hollywood is borrowing social language as fast as it can. This brief maps the shift: what has been moving, what the data says, and what it means for creators, studios, brands, and platforms.

1Bhours of Youtube videos watched on TV screens daily
Everything is TV! — hours of Youtube videos  watched on TV screens daily

Key findings

  • YouTube has been the #1 U.S. streaming platform by watchtime for nearly three years running (Nielsen), and is now watched more than 1 billion hours a day on TV screens.
  • “TV” is no longer defined by format, screen, or gatekeepers — it’s defined by attention and repeat viewing. In Deloitte’s fall 2025 data, 41% of consumers count watching social video as “watching TV.”
  • Every major streamer has adopted social grammar: Disney+, ESPN, Netflix, and Peacock all launched vertical short-form feeds; FOX launched Creator Studios; Samsung TV Plus launched FAST channels from ~12 major YouTube creators (MrBeast, Dhar Mann, Mark Rober, Smosh).
  • Legacy media is on a creator shopping spree: Netflix signed Alix Earle, Mark Rober, and the Sidemen; Tubi grew to nearly 10,000 creator titles; Amazon Prime greenlit Beast Games and Dude Perfect at studio scale.
  • Microdramas are the breakout serialized format — the global market is racing toward $26 billion in annual revenue by 2030. Dhar Mann signed with FOX to produce 40 microdramas; Crocs and P&G are funding branded serialized shows.
  • The money is following: creator video drew $37B vs. $72B for broader digital video ad spend (IAB), while weekly social/creator video viewing rose to 21.2 hours in 2025 as TV/movie viewing fell 2.2 hours.
  • The strategic takeaway: platforms now run 24/7 TV networks made of creators, and two opposite content strategies win at once — hyper-compressed microdramas and long-form prestige content re-engineered for distracted, phone-first viewing.
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