Shifting Streams and AI Surges: What Our Data Reveals About the OTT Landscape | Kentik BlogSlide 1 of 1

New AI Advisor features accelerate troubleshooting and MTTR•<br>Read the blog

New AI Advisor features accelerate troubleshooting and MTTR•<br>Read the blog

New AI Advisor features accelerate troubleshooting and MTTR•<br>Read the blog

Table of contentsMethodologyStreaming servicesAI platformsConclusions

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Table of contents<br>MethodologyStreaming servicesAI platformsConclusions

SubscribeSummary<br>OTT data from early 2026 shows streaming hierarchies holding steady while AI platforms reshuffled rapidly. Claude tripled in traffic, overtook Gemini, and is on pace to challenge ChatGPT by fall. Doug Madory digs into the data in this new analysis.

We’re more than a third of the way into 2026, and we thought it might be interesting to take a look at some of the trends we’re seeing in our OTT Service Tracking in two of the most frequently discussed categories: video streaming and generative AI platforms.

Every category produced at least one moment where the steady-state pattern broke. We saw Claude’s customer reach spike 47% in a single week — the same week the Pentagon formally designated Anthropic a “supply chain risk.” Our customers saw Disney+ streaming bandwidth grow substantially over the quarter, while Netflix’s edged slightly downward.

Methodology

The data in this analysis relies on aggregate traffic data from OTT Service Tracking, which combines DNS queries with NetFlow to allow service providers to understand exactly how OTT services are being delivered to their end users – an invaluable capability when trying to determine what is responsible for the latest traffic surge.

The capability is more than simple NetFlow analysis. Knowing the source and destination IPs in the NetFlow of a traffic surge isn’t enough to decompose a networking incident into the specific OTT services, ports, and CDNs involved. DNS query data is necessary to associate NetFlow traffic statistics with specific OTT...