February 6, 2020
On the heels of Disney’s successful subscriber results for its flagship streaming service Disney+, Digital TV Research has revamped its projections for the SVOD platform.
The London-based firm projects Disney+ will be the “biggest SVOD winner” over the next five years, adding 105 million paying subs between the end of 2019 through 2025, topping 126 million.
Disney+ will reach 53% of Netflix’s subscriber total by 2025 — up from 27% in 2020. Five global SVOD platforms (Netflix, Amazon Prime Video, Disney+, HBO Max, Apple TV+) will have 553 million paying subs by 2025, adding 196 million subscribers between 2020 and 2025.
Netflix will gain 51 million subs between 2020 and 2025, accounting for 44% of the five platforms’ subscribers, down from 53% in 2020.
“Much of this initial growth will come from the United States, principally due to the attractive bundling of Disney+ with ESPN+ and Hulu,” Simon Murray, principal analyst at Digital TV Research, said in a statement. “ESPN+ and Hulu are not yet available outside the U.S., but we still expect strong Disney+ take-up globally.”
Digital TV Research expects HBO Max will have 30 million paying subs by 2025, with Apple TV+ having 26 million.