When you turn on your TV in 2025, the very first thing you engage with isn’t an app like Netflix or YouTube, it’s an operating system. Think Roku, Apple TV, Fire TV, LG webOS, or Samsung Tizen. These platforms decide which shows and apps get prime placement, who appears in autoplay rails, which icons sit on dedicated remote buttons, and, critically, who processes the payments. Today’s “carriage agreement” is the OS home screen.
Consider this,
Connected TV (CTV) now reaches more than 90% of US households, with over 117 million homes streaming via these devices. YouTube on the TV set alone serves upward of 100 million American households, and Nielsen reports streaming took 44% of all U.S. TV time in 2025. Meanwhile, CTV ad spending just crossed $33 billion and is set for continued double-digit growth.
But here’s the central truth,
YouTube’s surge isn’t about better programming or a creative renaissance. The real catalyst is CTV platforms making it the path of least resistance, one-tap access, autoplay, and top billing on the interface. The interface, not the content, shapes who wins the living room. Distribution has fundamentally changed, but most people still think it’s about the shows. Every content provider, studios, streamers, even YouTube, now negotiates with platform landlords.
The real estate that matters is the home screen. Remote control buttons, deep links that bypass app menus, and hero tiles are now more valuable than any content deal. Roku claims 37% of the US market for CTV ad impressions, with Fire TV at 17%. OEMs and OS companies are selling these digital corridors like high-traffic shopping centers, and success increasingly depends on owning or renting that front door.
It’s no surprise Meta and TikTok are racing to the big screen, vying for their own piece of the home screen map, before those spots become impossible to unseat.
Linear TV’s share of global ad dollars has dropped to 12%, with CTV quickly heading toward a projected 40% by 2030. The platforms that shape access now shape audience flow, advertising revenue, and content discovery.
So while headlines declare a “streaming war” between Netflix and YouTube, the real battle for control has shifted. OS makers and TV manufacturers, they’re the true winners in today’s entertainment landscape. They own the entryway, the data, and the viewer relationship.
In the era of CTV, the lesson is clear, Content remains essential. But distribution rules the kingdom, and today, the platform is king. If you’re not focused on how you’ll reach the viewer through the OS, you’re playing someone else’s game and paying rent in a digital estate run by new landlords.
2 people like this
Thanks for sharing the article, Debbie Elicksen. Must-read article and blogs! I mainly use Stage 32 and Twitter/X to network and pitch my scripts, and I've had the most success on them. I've found it...
Expand commentThanks for sharing the article, Debbie Elicksen. Must-read article and blogs! I mainly use Stage 32 and Twitter/X to network and pitch my scripts, and I've had the most success on them. I've found it harder to do those things on IG. One reason is I'm not on IG as much. And each platform is unique, so when I want to post the same thing on each one, I have to customize the posts.
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I wonder what the social media "Follower" threshold is for people to want to look up a film... most people are followers and will go with popularity over curation.
2 people like this
Thank you for sharing.