Ampere: Global streaming revenue surpasses $157B in 2025; streamflation risks
Key Questions
What is the global streaming revenue projection for 2025?
Ampere forecasts subscription revenue at $157.1B (+14%, US 50%), totaling $177B with $20B in ads. Netflix leads with price-driven growth toward $242B by 2030.
What is driving streamflation risks?
BLS 19.5% inflation keeps monthly spend flat at $69, with 61% churn risk on $5 hikes. This urges bundles and ads pivots like Comcast StreamSaver.
How are live TV services responding to streamflation?
Live TV maintains stable prices countering hikes, while bundles aggregate services to reduce churn. Global revenue growth persists despite pressures.
Sub revenue +14% to $157.1B (US 50%), total $177B w/$20B ads; Netflix price-led, $242B by 2030. BLS 19.5% inflation, $69/mo flat spend, hikes fueling 61% churn risk at +$5, urging bundles/ads pivot (Comcast StreamSaver). Live TV stable prices counter.
Sources (2)
Updated Apr 12, 2026