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Market Research Report

SVOD Platform Forecasts

Published by Digital TV Research Product code 924083
Published Content info 45 Pages
Delivery time: 1-2 business days
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SVOD Platform Forecasts
Published: February 6, 2020 Content info: 45 Pages

Following the results announcement on Tuesday that exceeded even Disney's expectations, Digital TV Research has upgraded its forecasts for Disney+.

Disney+ will be the biggest SVOD winner over the next five years. Disney+ will add 105 million paying subscribers between end-2019 and 2025 to take its total to 126 million. Disney+ will reach 53% of Netflix's subscriber total by 2025 - up from only 27% in 2020.

Simon Murray, Principal Analyst at Digital TV Research, said: “Much of this initial growth will come from the US, principally due to the attractive bundling of Disney+ with ESPN+ and Hulu. ESPN+ and Hulu are not yet available outside the US, but we still expect strong Disney+ take-up globally.”

Five global platforms will have 553 million paying SVOD subscribers by 2025, adding 196 million subscribers between 2020 and 2025.

Netflix will gain 51 million subscribers between 2020 and 2025; revealing that there is still growth left for the most established platform. Netflix will command 44% of the 2025 total for the five platforms; down from 53% in 2020.

HBO Max will have 30 million paying subscribers by 2025 - if non-payers are included then this figure could be tripled. The same is true for Apple TV+, which Digital TV Research forecasts will have 26 million paying subscribers by 2025.

The SVOD sector received a boost in November 2019 with the roll-outs of Disney+ and Apple TV+. A further lift will come when HBO Max starts in May.

Table of Contents

Table of Contents

Published in February 2020, this 45-page PDF and excel report contains extensive coverage of the main global SVOD platforms.

The report comprises two parts:

  • 34-page PDF containing profiles of the global SVOD players, including Netflix, Amazon Prime Video, Disney+, Apple TV+, HBO Max, Peacock and ViacomCBS.
  • Excel workbook for Netflix, Amazon Prime Video, Disney+, Apple TV+, HBO Max; providing subscriber and revenue forecasts for every year for each of 138 countries from 2010 to 2025
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