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Netflix and Disney+ have seen a surge in ad-supported subscribers as rising prices push users away from ad-free plans. Morgan Stanley reports that ad tiers now account for 30% of Netflix's and 50% of Disney+'s subscriber base, with all net growth this year attributed to these cheaper options.
YouTube has surpassed Disney and Netflix in television viewing, according to Nielsen's latest report, showcasing its growing dominance in the streaming landscape. The data highlights a significant shift in viewer preferences, with YouTube leading in total watch time among major streaming platforms. This trend reflects the increasing popularity of user-generated content and short-form videos.