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YouTube’s Real Numbers, Spotify’s Strategy, And Nigeria’s Podcast Boom

YouTube’s Real Numbers, Spotify’s Strategy, And Nigeria’s Podcast Boom

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(This audio contains a fix for part of Tony's audio)

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We dig into YouTube’s rare revenue reveal, Spotify’s mixed ad picture, and why premium is rising fast. Tony Doe joins live from Lagos to unpack Nigeria’s podcast boom and what creators can learn.

• Captivate hires Rob Walsh and Elsie Escobar for monetisation and creator community
• YouTube discloses $60bn revenue and 1.7tn hours watched with strong subscription mix
• Spotify hits 750m MAUs and 290m subs while podcast ad sales dip
• Supercast acquired by Red Seat Ventures and premium models accelerate
• Acast ad revenue grows and ARPL rises despite prior losses
• Nigeria’s podcast index, formats, languages, and monetisation paths
• Apple’s ranking “fairness” pledge and BBC’s new tech show
• Transcripts as a standard, AI assistants, and discovery tools

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