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While overall social network user numbers are rising slowly in the UK, there’s much greater movement in terms of the platforms being used.

So like the Max Disney thing, the thing that Xfinity Comcast has with Netflix and Max, I think that's more the streaming bundle of the future. These things that you see with Instacart and Walmart+ they're nice to have little promotions, but they're not driving tons of subs.

But Evelyn, the most interesting sentence in this article from Daniel, who was on the show on Tuesday talking about Netflix, the most interesting sentence in this piece about Google is what and why. Evelyn Mitchell:. The two prior delays have led nearly half of advertisers to believe that there will be yet another delay per double verify.

If you zoom in on streaming, YouTube tops the list with 8.5%, Netflix eight, Hulu four. Nielsen also said that they now break out the Roku channel with an around 1% share of total TV time. Other folks with about 1% share of TV time are Tubi, HBO Max, which was still a thing back in May, which is why they still call it HBO Max, Peacock and Pluto TV.

On top of that, they already have freebie, there's already lots of ways to access Amazon Prime related content for free, all this sort already exists, and the kind of additional ad revenue that might come in at the highest level of what Netflix is maybe approaching is like pennies from Amazon's perspective, to provide a service that everybody already has and that they're already all doing.

"That's good enough," she notes, "to be double the market cap valuation of Netflix and nearly that of Disney." Nearly double Disney as well, so it's worth a lot of money. Evelyn Mitchell:. I was going to piggyback on what Paul was saying about particularly YouTube's positioning, if it were to be spun off.