Advanced Television

Analyst: Disney+ to hit 194m subs by 2025

November 16, 2020

Based on September 2020 results, analyst firm Digital TV Research expects five global platforms to have 678 million paying SVoD subscribers by 2025. Disney+ will add 112 million subscribers between 2020 and 2025 to take its total to 194 million.

Netflix will increase by 73 million subscribers; revealing strong growth even for the longest established platform.

“Much of Disney+’s initial growth came from the US, mainly due to the attractive bundle of Disney+ with ESPN+ and Hulu,” notes Simon Murray, Principal Analyst at Digital TV Research. “More recently, India’s Disney+ Hotstar subs count has rocketed due to its coverage of IPL cricket. The US and India will account for nearly half of Disney+’ subscriber base by 2025.”

Netflix’s revenues will reach $37 billion by 2025 – up by $17 billion on its 2019 total, predicts the firm in it SVOD Platform Forecasts report. Disney+ will generate $13 billion by 2025 – impressive since it only started in November 2019. However, this is a lot lower than Netflix due to lower ARPUs charged in developing markets.

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