Dominio de plataformas de transmisión y monetización de eventos culturales: ¿una adquisición de los premios Oscar por parte de YouTube iniciará una nueva era de crecimiento?

The shift from traditional television to digital streaming platforms has accelerated in 2025, with YouTube emerging as a dominant force in both viewership and advertising revenue. As the Academy Awards prepares to transition from ABC to YouTube in 2029, investors and industry analysts are scrutinizing whether this move will catalyze a new era of global engagement and monetization for digital platforms.

The Streaming Revolution: YouTube's Rise

YouTube's dominance in 2025 is underscored by its ability to outperform traditional TV in key metrics. According to a Nielsen report, streaming accounted for 47.3% of all time spent with TV in July 2025, with YouTube alone commanding 14% of that share. This growth has been exponential: since 2021, YouTube's viewership has surged by over 120%, surpassing major networks like Disney and NBC according to industry analysis. Advertisers are following the audience, with 43% of Gen Z preferring YouTube and TikTok over traditional TV or paid streaming services.

YouTube's ad revenue also reflects this shift. In 2024, global advertising revenue reached $36.14 billion, while YouTube TV generated $8.93 billion in ad revenue in Q1 2025 alone according to Q1 2025 data. The platform's ability to monetize live events is particularly striking. For instance, YouTube's live-streamed NFL game in Q3 2025 attracted 19 million global viewers and set a record for concurrent viewers. This performance rivals traditional TV benchmarks, such as Monday Night Football's 20.6 million viewers for a recent Eagles-Packers game according to Sportico data.

The Oscars: A High-Stakes Transition

The 2025 Oscars, still broadcast on ABC, delivered exceptional ad effectiveness, with advertisements generating 172% more engagement than primetime averages. For example, Volkswagen's 60-second spot achieved 28.8x the engagement of the average ad. However, the event's future on YouTube from 2029 onward signals a strategic pivot toward streaming. This move aligns with broader industry trends: connected TV ad spending doubled from 14% to 28% in 2025, and traditional TV's share of total viewing time has fallen to 40.6% according to Nielsen data.

YouTube's global reach and data-driven targeting capabilities could amplify the Oscars' monetization potential. Unlike traditional TV, which relies on broad demographics, YouTube offers hyper-targeted ad placements and real-time analytics. This precision could attract brands seeking higher ROI, particularly in categories like pharmaceuticals and telecom, which saw extraordinary engagement during the 2025 Oscars according to advertising data.

Challenges and Considerations

While YouTube's strengths are evident, challenges remain. Measurement transparency is a contentious issue in streaming. For example, YouTube's NFL game viewership was initially reported as 17.3 million but later revised to 18.5 million due to technical issues. Such discrepancies could complicate ad effectiveness metrics for the Oscars. Additionally, competition from platforms like Netflix and Amazon-whose Christmas Day NFL doubleheader drew 26.5 million viewers-highlights the need for YouTube to differentiate its offering.

Conclusion: A Strategic Bet on the Future

YouTube's acquisition of the Oscars represents more than a rights deal-it is a bet on the future of entertainment consumption. With its proven ability to scale live events, engage Gen Z audiences, and deliver high-impact advertising, YouTube is well-positioned to capitalize on the Oscars' global prestige. However, success will depend on addressing measurement challenges and maintaining viewer trust. For investors, this transition underscores the accelerating shift from linear TV to digital platforms, with YouTube poised to lead the next phase of cultural event monetization.