# Platforms — The State of Streaming

> Netflix, Disney, YouTube, Prime Video, Max, Paramount+, Peacock, Roku — the streamers themselves.

Section URL: https://thestateofstreaming.com/platforms/
Articles in this section: 7

## Articles

- [YouTube Ads Hit $9.88B in Q1 — The Subscription Mix Is Catching Up](https://thestateofstreaming.com/platforms/2026/05/youtube-q1-2026-ad-revenue-trajectory/) — 2026-05-04
  A five-quarter chart of YouTube ad revenue makes Pichai's "subs grow faster than ads" framing literal — and reframes Q1's seasonal step-down.

- [Disney Folds Streaming Data Under the Ad Platform Before the Upfront](https://thestateofstreaming.com/platforms/2026/05/disney-exec-reorg-arora-1000-layoffs-leadership/) — 2026-05-03
  Two memos, two weeks apart, leave Disney with one chain of command for identity, data engineering, and ad monetization heading into May 12.

- [Roku Just Became the Only TV-OS Company Showing Its Ad Math](https://thestateofstreaming.com/platforms/2026/05/roku-q1-2026-print-100m-segment-split/) — 2026-05-03
  First-itemized $613M ad line at 60.5% gross margin, third-party DSP spend up more than 40%, and a Magnite-powered marketplace shipped 72 hours earlier — Roku's segment-split debut is the open-stack pitch with numbers attached.

- [Peacock Premium Plus Heads to The Roku Channel as Comcast Sells Q2 Inflection](https://thestateofstreaming.com/platforms/2026/04/comcast-q1-peacock-inflection-followups/) — 2026-04-26
  NBCU's first ad-free SKU through a third-party hub lands the same week as a $71.76M Cavanagh comp print and Fox's $45M-$55M Big Ten reclaim.

- [ESPN Preps Roughly 30 Layoffs After Disney Books $110M YouTube TV Hit](https://thestateofstreaming.com/platforms/2026/04/espn-layoffs-youtube-blackout-aftermath/) — 2026-04-26
  A judge's preliminary OK of a $50M ESPN-bundling settlement lands on the same Disney bill.

- [Netflix Authorizes $25B Buyback After $5.09B FCF Quarter](https://thestateofstreaming.com/platforms/2026/04/netflix-q1-2026-buyback-ad-tier/) — 2026-04-25
  Programmatic is closing on half of non-live ad inventory as the advertiser base crosses 4,000.

- [Roku Breaks Out Ad Revenue for First Time in April 30 Print](https://thestateofstreaming.com/platforms/2026/04/roku-q1-2026-earnings-preview-segment-split/) — 2026-04-25
  Roku enters the print having crossed 100 million households, with $1.2 billion in Q1 revenue guided.