Findings from data, insights and consulting company Kantar’s Q2 2020 Entertainment On Demand service suggest that after a surge of 6 million SVoD sign-ups during the three months to April, which covered the early Covid-19 lockdown period and launch of Disney+, new subscriptions have fallen back to a more normal level, hitting 826K in Q2 20.
Other significant findings:
Netflix continues as the most popular streaming service for subscriptions, whilst Disney+ growth is showing signs of easing off, after a bumper launch quarter. Given Netflix’s wide reach across the British population, it is no surprise that it dominates the most enjoyed content list with Ozark the #1 series over the quarter.
Money Heist came in #2, despite being subtitled, highlighting Brits’ appetite for foreign language content, whilst the now infamous Tiger King made it into the Top 3 for two consecutive quarters. The largest contributor to new SVoD subscribers in the quarter were Gateway subscribers, those taking out an SVoD subscription for the first time, contrasting with the first quarter, where stacked subscribers, those taking incremental SVoD subscriptions, were the single largest group.
“It is no surprise that Q220 didn’t see a repeat of the huge SVoD subscriber boost seen in the first quarter, which had the highly unusual combination of Disney+ launching and the UK in lockdown for the majority of the period,” reports Dominic Sunnebo, Senior Vice President at Kantar, Worldpanel Division. “Amazon Prime took the highest share of new subscribers in the quarter, with the increase in overall online shopping as a result of Covid-19 measures, likely helping to make Prime membership, and it’s free delivery system, a more attractive proposition to British consumers.”
Netflix continues to lead the way in overall customer advocacy rates, but Q2 20 has seen a big increase in advocacy amongst Prime Video subscribers with Outlander, Little Fires Everywhere, Bosch and Star Trek Picard the key titles driving this performance.
“Whilst most platforms have seen usage fall slightly in the second quarter, as life in the UK edges back to normality, Disney+ in particular has seen a notable increase in lighter users, as schools begin to return back,” notes Sunnebo.
|Per cent Share of new GB SVoD Subscribers|
|3 m/e April 2020||3 m/e June 2020|
|Amazon Prime Video||12.9 per cent||45.1 per cent|
|Disney+||52.1 per cent||21.8 per cent|
|Netflix||19.4 per cent||11.7 per cent|
|NOW TV||6.2 per cent||5.0 per cent|