Five global platforms are expected to have a total of 678 million paying customers by 2025.
Based on September 2020 results, Digital TV Research says that within this figure, Disney + will add 112 million subscribers between 2020 and 2025 to take its total to 194 million. Meanwhile, Netflix will increase by 73 million subscribers, revealing strong growth even for the longest established platform.
Commenting on the projections, Simon Murray, Principal Analyst at Digital TV Research, said: “Much of Disney+’ initial growth came from the US, mainly due to the attractive bundle of Disney+ with ESPN+ and Hulu. More recently, India’s Disney+ Hotstar subs count has rocketed due to its coverage of IPL cricket. The US and India will account for nearly half of Disney+’ subscriber base by 2025″.
Netflix’s revenues will reach $37 billion by 2025 – up by $17 billion on its 2019 total. Disney+ will generate $13 billion by 2025, which is impressive since it only started in November 2019. However, this is a lot lower than Netflix due to lower ARPUs charged in developing markets.
For more information on the SVOD Platform Forecasts report, please contact: Simon Murray, simon@digitaltvresearch.com, Tel: +44 20 8248 5051
