SVOD Platform Forecasts

February 2020


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.

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.

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

Publication Date: February 2020 Report Formats: PDFExcel View Table of Contents (PDF)
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