According to the New York Times -- "A major record label, the Universal Music Group, said on Friday that it had entered into a strategic alliance to sell a music-oriented cellphone service. The phones will include features that make it easier to download snippets of songs, and, eventually entire songs, according to the Universal Music Group's strategic partner, Single Touch Interactive, which works with companies to develop and package branded phone service. Universal Music, a unit of Vivendi Universal, becomes the latest to get into the affinity phone business, joining the likes of ESPN and Walt Disney in trying to carve out a niche of customers by selling phones that focus on providing specific content. The companies buy mobile minutes wholesale from a major national carrier, like Sprint or Cingular, and then resell that as prepaid time to their own customers. In the case of Universal Music, the company will not be operating the service, but plans to provide content to Single Touch, and to share in the revenue from minutes sold."
The global streaming industry has spent the better part of a decade chasing subscriber counts as the primary metric of success. That era is now formally over. New market data from Omdia confirms that the industry has crossed a decisive threshold; one that shifts the competitive playing field from growth-at-all-costs to monetization discipline. For senior executives navigating media, advertising, and technology strategy, the implications extend well beyond entertainment. A Historic Revenue Crossover Online video revenue increased 13.5 percent to $176 billion in 2025, while pay-TV revenue declined 4 percent to $170 billion; marking the first time in the industry's history that streaming has surpassed legacy pay-TV in revenue terms. This is not a rounding error or a statistical artifact; it represents the culmination of more than a decade of structural disruption to the traditional broadcast and cable TV model. Global subscriptions to online video services reached 2.24 billion by the ...