Digital TV Research forecasts Netflix will have nearly 235.6 million subscribers, ahead of Amazon, Disney+, AT&T's HBO Max and Apple TV+ by then.
Five global subscription VOD platforms will have 529 million subscribers by 2025, led by Netflix, Amazon and Disney+, which launches on Tuesday, according to new projections from Digital TV Research.
Netflix will have nearly 235.6 million subscribers by 2025, Amazon 135.9 million, Disney+ nearly 101.2 million, AT&T's HBO Max 30.1 million, and Apple TV+ 27.1 million, Digital TV Research predicted in its latest estimates. "The SVOD sector received a boost in November ... with the rollouts of Disney+ and Apple TV+," Digital TV Research also said. "A further lift will come when HBO Max starts in spring 2020." The firm didn't make forecasts for Comcast/NBCUniversal's Peacock, which is set to debut in spring but be advertising-funded.
Said Simon Murray, principal analyst at Digital TV Research: "Competition is intense, with several platforms 'reclaiming' content from others and with price wars in place. Furthermore, there are several exclusive distribution deals."
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