Despite having the world’s most mature market, US SVOD revenues will grow by $14 billion from $43 billion in 2021 to $56 billion in 2024. However, growth will be nearly flat from 2024 to 2027 due to price competition and new hybrid AVOD-SVOD tiers from major players such as Disney+ and Netflix.
Simon Murray, Principal Analyst at the publisher, said: “Netflix will remain the SVOD revenue winner. However, the platform will lose $1.4 billion in SVOD revenues between 2022 and 2027 due to lower ARPUs from 2023. Netflix will more than recoup these SVOD revenue losses with AVOD sales from 2023.”
Netflix will have 63 million subscribers by 2027 - down by 4 million on 2021. Hulu, Disney+, HBO and Paramount+ will each boast 40-50 million subscribers by 2027. Some consolidation - mergers and closures - is likely.
Who should read this report?
Job Functions:
- Corporate development
- Strategy
- Analyst
- Researcher
Types of Companies:
- Content owners
- Broadcasters
- SVOD platforms
- AVOD platforms
- Telcos
- Pay TV operators
- TV equipment manufacturers
- Banks - Media analysts
- Consultancies - media analysts
- Satellite operators
Table of Contents
Companies Mentioned
- Netflix
- Amazon Prime
- Hulu*
- Disney+
- HBO
- Peacock
- Showtime
- Paramount+/CBS All Access
- Starz
- Sling TV
- Hulu Live
- YouTube TV
- Apple TV+
