iWorld
YouTube eyes the big screen as 38 per cent tune in for TV and film
MUMBAI: YouTube’s not just for prank videos and pet fails anymore. That was a point made by YouTube global head Neale Mohan earlier this year when he talked about the platform being watched more on TVs in the US than on handsets. Now, this has been confirmed by the latest consumer research from Ampere Analysis. The only difference it is beginning to spread globally.
Nearly four in ten (38 per cent) of the platform’s global monthly users watch traditional TV shows, films and documentaries. The shift signals YouTube’s growing ambitions beyond the smartphone screen—right into the living room.
Once the digital playground of vlogs and viral clips, YouTube is fast becoming a home for full-length content from major studios and broadcasters. And it’s not just padding out the platform—TV and film content now ranks among YouTube’s top five most-watched genres. Documentaries alone are pulling in 24 per cent of users each month, while 23 per cent are turning up for shows and movies.
What’s interesting is how distinct the audiences are: only 22 per cent of viewers watch both. The rest are split between docu-devotees (41 per cent) and drama-only fans (37 per cent). And while the appeal spans age groups, there’s a slight tilt towards 35–44-year-olds and family households.
The trend is strongest in Asia Pacific (45 per cent) and Latin America (40 per cent), but less so in Western Europe (28 per cent). North America sits bang on the global average at 37 per cent.
The rise of smart TVs is a game changer here. While smartphones still dominate (used by 77 per cent of long-form viewers), a hefty 34 per cent of those watching both docs and dramas are doing so on smart TVs—compared to just 22 per cent of all YouTube users.
Ampere, senior research manager Daniel Monaghan sums it up: “YouTube has come a long way from meme montages and low-res vlogs. We’re now seeing serious, studio-backed content that’s pulling in eyeballs. Sure, there’s a risk of cannibalising traditional platforms—but the ad-share potential and massive reach make it a no-brainer.”
Whether YouTube counts as TV may still be up for debate. But with your gran and your sis now watching documentaries on it from their smart TVs, it might just be time to drop the “user-generated” label.
e-commerce
Visa report tracks rise of India’s affluent, experience-led spending
Affluent base doubles to 130 lakh, travel 58 per cent of elite spends.
MUMBAI: In India’s new luxury playbook, it’s less about owning more and more about living better. A new whitepaper by Visa Consulting and Analytics (VCA) maps a decisive shift in India’s affluent economy, where spending is becoming more intentional, experience-led, and closely tied to personal identity rather than pure income growth.
Titled India’s Affluent Economy 2025–2026, the report draws on a Visa-commissioned Yougov study and VisaNet data across travel, dining, retail and lifestyle categories. The headline number is hard to miss: individuals earning over Rs 10 lakh annually have nearly doubled from 69 lakh to 130 lakh, significantly expanding the country’s discretionary spending base.
But it’s not just about scale, it’s about behaviour. As consumers move up the affluence ladder, discretionary categories are taking a larger share of credit card spends, positioning cards as key enablers of premium, lifestyle-driven consumption.
The geography of wealth is shifting too. Affluence is no longer confined to metros such as Mumbai, Delhi and Bengaluru, with cities like Ahmedabad, Surat, Jaipur and Lucknow increasingly mirroring metro consumption patterns.
The report highlights a clear pivot from ownership to access. More than 50 per cent of affluent consumers now use cards for elite memberships, while 7 in 10 are drawn to limited-edition drops and curated collections. Increasingly, luxury is defined by seamless access be it concierge-led travel or curated dining where time saved is as valuable as money spent.
Spending patterns reinforce this shift. Among the ultra-elite, travel accounts for 58 per cent of discretionary spends, far outpacing retail and luxury combined at 28 per cent. Cross-border spending penetration stands at 63 per cent, signalling a growing global outlook among India’s affluent.
Closer home, indulgence is becoming routine. Nearly 4 in 5 affluent consumers dine at premium establishments at least three times a year, while 1 in 4 visit luxury venues more than five times annually. Dining spends are also climbing, with Rs 20,000 emerging as a new entry-level benchmark per experience and Rs 50,000 marking premium territory.
Retail, meanwhile, is becoming more selective. Three in four affluent consumers make a high-end purchase at least once a quarter, while one in four shops premium every two weeks. Luxury retail intensity is also rising, with 2 in 5 consumers spending over Rs 5 lakh annually, and a smaller but significant segment exceeding Rs 10 lakh.
Technology and wellness are carving out new roles in this ecosystem. High-end gadgets now see average spends of Rs 60,000 or more per purchase, while ultra-elite consumers are eight times more likely to visit spas and show five times higher engagement with cosmetic stores than non-affluent groups.
The broader takeaway is structural. Affluent consumers are no longer buying products, they are buying ecosystems. Integrated experiences across travel, dining, wellness and payments are becoming central to how this segment lives and spends.
As India’s affluent base expands beyond metros and aligns more closely with global consumption patterns, the real opportunity lies not just in size, but in speed. For brands, the message is clear: relevance will be defined by how early and how seamlessly, they plug into this evolving lifestyle economy.
