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No. 01 — Markets

Why Spanish-language video has outgrown the "niche" label.

For a long time, U.S. media buyers categorized Spanish-language content as a secondary line item — a "multicultural" budget allocation. The most recent primary-source data shows that framing no longer fits the audience.

The U.S. Census Bureau's 2024 American Community Survey put the number of people aged five or older who speak Spanish at home in the United States at 44.9 million. That is more than twice the figure from 1990 and roughly the population of Spain itself. By the same Census Bureau release, Spanish is by a very wide margin the second most-spoken language in U.S. households after English.1

Globally, the picture is bigger still. The Instituto Cervantes' 2025 yearbook El español en el mundo reports approximately 519 million native Spanish speakers worldwide, with the total including limited-competence speakers and learners pushing past 600 million in 2024 — the first time the language crossed that threshold.2 Native-speaker counts place Spanish second among world languages by mother tongue, behind only Mandarin Chinese.

Calling an audience of that size "niche" is a category error. The reason media companies have nevertheless treated it that way for years is largely structural — separate sales teams, separate measurement, separate buying conventions. The 2024–2025 data is forcing those structures to update.

The streaming over-index

Nielsen's Diverse Intelligence Series report, released September 9, 2025, made the most striking statistic in this category explicit: streaming now accounts for 55.8% of total TV time among Hispanic viewers in the United States, versus 46% for the rest of the country.3 Put differently: the Hispanic audience consumes a larger share of its television time on streaming platforms than the U.S. average — by nearly ten percentage points.

Nielsen also reported that Hispanic audiences outpaced the general U.S. viewership of YouTube, Netflix and Disney specifically. The 2022 Nielsen report cited by industry analysts found Latinos spent 24% more time on Netflix and 57% more time on YouTube than non-Hispanic White viewers.4

Streaming drives 55.8% of total TV time for Hispanic viewers, surpassing the 46% for the rest of the U.S.

The implication for video operators is direct: if you are building a streaming product, free ad-supported channel, or video brand in 2026 and you do not have a clear answer for the Spanish-speaking audience, you are leaving the most engaged segment of your potential market to a competitor.

Buying power and engagement

Nielsen's same September 2025 report put U.S. Hispanic purchasing power at more than $4.1 trillion, representing nearly 20% of the U.S. population.3 The Latino Donor Collaborative's 2022 report (with McKinsey) similarly noted that U.S. Latino GDP has been growing at 2.6× the rate of non-Latino GDP since 2010 — fast enough that if the U.S. Hispanic economy were counted as a standalone country, its GDP would rank among the largest in the world.5

Engagement data backs up the buying-power numbers. EDO's 2025 Spanish-Language TV Outcomes Report, drawing on 1.2 million ad airings and 363 billion impressions, found Spanish-Language TV (SLTV) delivers a 30% higher consumer engagement rate than English-Language TV.6 In other words: not only is the audience large and well-resourced, the response rate to advertising in-language is measurably higher.

On terminology. The U.S. Census Bureau uses "Hispanic or Latino" interchangeably as an ethnic identifier; the language-at-home measure is distinct. Not everyone who identifies as Hispanic speaks Spanish at home, and not everyone who speaks Spanish at home identifies as Hispanic. The 44.9M Spanish-at-home figure is the cleaner number for media planning, because it measures the language of consumption directly.1

The infrastructure has caught up

Five years ago, a Spanish-language streaming strategy meant Univision, Telemundo and a few specialty SVOD apps. As of 2026, the catalog is broader:

  • SVOD with deep Spanish-language libraries: Netflix has invested heavily in Spanish-original production from its Madrid hub, with titles such as La Sociedad de la Nieve reaching tens of millions of views internationally on the platform.7
  • Free Ad-Supported Streaming TV (FAST): Warner Bros. Discovery launched ten Spanish-language FAST channels in 2024 under its Más brand, while Telemundo and TelevisaUnivision's ViX have scaled measurable cross-platform inventory.8
  • Hispanic media operators going direct: Telemundo reported 26.6 billion video minutes consumed digitally in 2024 — a 21% year-over-year increase.9

Horowitz Research's FOCUS Latinx 2024 study found that 78% of Latine content viewers use subscription streaming services (versus 63% of consumers overall) and 80% use free streaming services (versus 67% overall).10 The infrastructure question is settled. The remaining bottleneck is brand — and that's where domain strategy enters the conversation.

Why "casa"

"Casa" is the Spanish word for house or home. It is a high-frequency noun in every Spanish-speaking country, and it carries effectively the same meaning and spelling across Italian, Portuguese, Catalan and Galician. It is also a well-understood loanword in English-speaking contexts — "mi casa es su casa" is parsed by most U.S. English speakers without translation.

For a brand operating in or adjacent to Spanish-language video, those properties matter. The word does not require localization, glossary or footnote. It does not change meaning across borders. It belongs to no one and so can belong to a brand that takes it on the namespace where video has been associated since the late 1990s — a story we cover in our companion piece on how .TV became the media-native namespace.

The takeaway for operators and investors

The numbers above are not forecasts. They are reported figures from the U.S. Census Bureau, Nielsen, the Instituto Cervantes, EDO, Horowitz and the operating companies themselves. They describe an audience that is large (44.9M in-language in the U.S.; 519M+ globally), streaming-native (55.8% of TV time), economically substantial ($4.1T in purchasing power), and engaged at measurably higher rates than the English-language equivalent (~30% higher per EDO).

An operator looking at this category in 2026 is not looking at a "niche." They are looking at the second-largest mother tongue in the world, hosting the most engaged streaming demographic in the United States. The label has changed because the data changed.

For background on how the .TV namespace itself became media-coded — the asset class that domains like Casa.TV sit inside — see our journal piece on the .TV history. For a look at how a small number of category-defining brands secured their .TV early, see No. 03 in the series.


References

  1. U.S. Census Bureau, 2024 American Community Survey, language-at-home estimates. census.gov/topics/population/language-use.html; summary in U.S. News, "A by the Numbers Look at the Current Hispanic Population in the United States," October 3, 2025.
  2. Instituto Cervantes, El español en el mundo. Anuario del Instituto Cervantes 2025. observatoriodelespanol.cervantes.org.
  3. Nielsen, "Hispanic Consumers Overindex on Streaming Consumption Versus Rest of U.S.," Diverse Intelligence Series, September 9, 2025. nielsen.com.
  4. Nielsen, 2022 Hispanic Diverse Intelligence Series, as summarized by KPAI Media, March 2025. Original Nielsen report archived at nielsen.com.
  5. Latino Donor Collaborative & Wells Fargo, U.S. Latino GDP Report, 2022; cited in eMarketer/Insider Intelligence coverage, October 2022.
  6. EDO, 2025 Spanish-Language TV Outcomes Report, summarized in Portada, October 6, 2025. portada-online.com.
  7. Allrites / StreamTV 2024 coverage, June 2024. allrites.com.
  8. Warner Bros. Discovery FAST channel launch ("Más"), 2024; coverage via Allrites, June 2024.
  9. CNBC, "Spanish-language audiences are growing even as TV viewership declines," October 15, 2025. cnbc.com.
  10. Horowitz Research, FOCUS Latinx Volume I: Subscriptions 2024, May 2024. horowitzresearch.com.

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