20 SEP 2022

Netflix will remain the global SVOD leader until at least 2027

Global SVOD subscriptions will increase by 475 million between 2021 and 2027 to reach 1.68 billion, according to Digital TV Research. Netflix will remain the revenue winner, with US$30 billion expected by 2027.

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Global SVOD subscriptions will increase by 475 million between 2021 and 2027 to reach 1.68 billion, according to new data from Digital TV Research, which also notes that six US-based platforms will account for 47% of the world’s total in 2027.

Netflix will remain the revenue winner, with US$30 billion expected by 2027 – similar to Disney+, HBO Max and Paramount+ combined. According to the “SVOD Forecasts Update” report, global subscription video on-demand revenues will reach US$132 billion by 2027.

“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 did not, hence the 67 million lower forecast for Disney+,”  explained Simon Murray, Principal Analyst at Digital TV Research.

“SVOD revenues for Disney+ will reach US$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,”  Murray continued.

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