Ampere: Disney+, India’s Hotstar Combine to Top Amazon Prime Video Subscriptions

Disney’s branded subscription streaming VOD platform Disney+ and its Indian-based Hotstar streaming platform together have topped Amazon Prime Video as the No. 2 SVOD service in terms of subscribers, according to new data from Ampere Analysis.

Disney+ and Disney+ Hotstar ended the most recent fiscal period with 164.2 million combined subscribers, with Disney+ Hotstar accounting for 61.3 million subs, or 37% of the service’s total base. Prime Video, which doesn’t regularly release its subscriber numbers, ended 2020 with around 150 million.

Market leader Netflix ended the fiscal period with more than 223 million subscribers globally.

The trend underscores ongoing, albeit slower, global SVOD growth that saw global SVOD subscriptions top 1.5 billion, up 500 million subs since June 30, 2020, according to Ampere. The U.S. and China together account for about 50% of global SVOD subscriptions, with U.S. subs topping 400 million.

China prohibits foreign SVOD platforms from operating in the country.

“While mature markets are beginning to reach saturation, there is still room for growth in subscription OTT globally,” research manager Toby Holleran wrote in a post. “Emerging markets will help the total approach 2bn in the next few years, with more than 1bn of those forecast to be from outside of the U.S. and China.”