The Fubo-Disney venture would create a larger competitor to YouTube TV, reshaping the virtual multichannel video provider (vMVPD) sector. Why it matters: Sports programming remains a critical driver of subscriber growth in streaming, making control over licensing a powerful tool for companies like Disney.
It includes virtual multichannel video programming distributors (vMVPDs). Netflix is an outlier. Netflix鈥檚 share of total time spent was larger than that of any other streaming service, according to Comscore data. The vast majority of Netflix viewing is still happening ad-free, according to our forecast. That鈥檚 why Netflix鈥檚 share of CTV ad revenues is less than one-third of its share of time spent.
In subscription revenues and viewers, YouTube TV has distanced itself from the digital pay TV pack. Digital pay TV is synonymous with a virtual multichannel video programming distributor (vMVPD). It refers to digitally delivered live TV services like YouTube TV and Sling TV.