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According to Omdia, Shahid leads with 4.4 million subscribers, followed by YouTube Premium at 3.7 million, Netflix at 3.0 million, and StarzPlay at 2.3 million. The market is forecast to grow to $8.4 billion by 2029, fueled by mobile adoption and digital infrastructure expansion.

Direct-to-consumer revenue rose 9% to $2.04 billion, while total company revenue reached $7.19 billion, beating forecasts despite a year-over-year decline. The TV Media segment fell 13% as ad revenue dropped 21%, underscoring pressure on traditional channels.

Strong subscriber growth and rising park revenues signal renewed momentum across Disney’s core segments. Strategic shifts in streaming and international expansion underline the company’s long-term vision.

New AA/WARC forecasts show advertising is expected to rise by 6.3% to reach £45.2bn in 2025. Further growth is forecast for 2026, with an anticipated rise of 5.6% lifting the UK ad market’s value to £47.8bn next year. Total TV spend grew by 3.8% to a total of £5.3bn last year. Channels that saw a boost in spend during 2024 included online display, which gained an overall increase of 15.1%.

According to Omdia, nearly half of these revenues will stem from streaming video, which is forecast to reach $24 billion in 2025. The FAST expansion will contribute to this growth.