Digiday Daily

December 18, 2025

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The most telling point (so far) of Netflix’s proposed acquisition of Warner Bros Discovery, HBO and streaming businesses came from the company itself. In pushing back on claims that the deal would be anti-competitive, Netflix co-CEO Greg Peters pointed to YouTube as a bona fide rival that it would still trail with Warner Bros stack — a point that would’ve sounded far-fetched not that long ago.

That framing reflects a broader shift in how competition in video is actually playing out.

TOP STORY

Marketing on Platforms

In Graphic Detail: Why YouTube is a genuine threat to Netflix

Digiday has charted exactly how YouTube is a real threat to Netflix, due to its dominance of watch time, user base and its ability to totally reshape viewing behaviors.

OTHER THINGS TO KNOW

First-party data offers publishers, commerce media networks and social platforms deeper insight into their audiences for targeting and measurement. Partner insights from Nexxen.
A single-provider model dominates identity infrastructure, leaving gaps in customization. A more effective approach defines a strategic identity core and surrounds it with composable extensions. Companies retain provider control as they evolve their identity stacks. Partner insights from Adstra.
With signal loss accelerating and traditional identifiers eroding, marketers can’t afford to rely on stitched-together strategies. Partner insights from Blis.

MARKETING

Marketing on Platforms

At Ebiquity, a new role signals marketing’s shift from metrics to meaning

Marketing has no shortage of data. Ebiquity is betting on judgement.

Gaming & Esports

Why brands are still showing up on Roblox

Over the past year, Roblox has become harder for brands to ignore — not because it has resolved the challenges of digital commerce, but because of the scale at which younger consumers already use it.

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PARTNER INSIGHTS FROM URBAN ONE

The ROI impact of representation, inclusivity and cultural fluency

Nearly 80% of U.S. consumers believe Black Americans are influential, while 51% of Gen Z and millennials are more trusting of brands and products when Black consumers are accommodated for.

DIGIDAY +

Member exclusive

Media Briefing: The top trends in the media industry for 2025

This week’s Media Briefing takes a look at the top trends from 2025, from digital advertising revenue performance to AI licensing deals.