Netflix to remain SVOD world leader

Tuesday, September 20th, 2022 
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Netflix to remain SVOD world leader

Global SVOD subscriptions will increase by 475 million between 2021 and 2027 to reach 1.68 billion. Six US-based platforms will account for 47% of the world’s total in 2027.

Global SVOD subscribers by platform - Netflix, Disney+, Paramount+, HBO, Amazon, Apple TV+, China, India other, USA other, Others - 2027

Simon Murray, Principal Analyst at Digital TV Research, said: “Our forecasts in June had Disney+ [274 million subscribers] overtaking Netflix [253 million subs] by 2027. These forecasts assumed that Disney+ Hotstar would retain the India Premier League cricket rights. It didn’t – hence the 67 million lower forecast for Disney+.”

Murray continued: “SVOD revenues for Disney+ will reach $15 billion by 2027. Despite lowering our forecasts by 67 million subscribers, SVOD revenues for Disney+ will be the same in 2027 as our previous forecast. SVOD ARPUs and revenues will increase in key markets after the platform introduces the hybrid AVOD-SVOD tier and the more expensive SVOD-only tier.”

Netflix will remain the revenue winner, with $30 billion expected by 2027 – similar to Disney+, HBO Max and Paramount+ combined. Global SVOD revenues will reach $132 billion by 2027.

Links: Digital TV Research