YouTube is intensifying its push for living-room viewers with exclusive creator shows and a growing subscription business, which Chief Business Officer Philipp Schindler said is growing faster than advertising, driven by YouTube Music and Premium. A Nielsen report from September 2026 showed YouTube took a record 14.2% of U.S. TV viewing in July, nearly twice Netflix's 7.8%. Alphabet's second-quarter YouTube advertising revenue rose 13% year over year to $11.06 billion. On Polymarket, traders put a 19% chance on third-quarter YouTube ad revenue exceeding $12 billion, while Alphabet is scheduled to report on Oct. 28, with analysts expecting revenue of $128.18 billion and EPS of $3.02. Alphabet Class A shares closed up 1.19% at $320.58 on Tuesday and rose 0.93% in after-hours trading.
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GOOGLadvertisingNetflixearnings
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Related tickers and likely impact
GOOGL
• NeutralAlphabet Inc. (Class A)
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/27/2026 | 320.58 |
| Change that session | +1.19% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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