Analysts Predict That Disney+ Will Overtake Netflix In 2025 And Have 284 Million Subscribers By 2026

Disney+ will overtake Netflix
Disney+ will overtake Netflix

Global SVOD users will rise by 491 million between 2021 and 2026, reaching 1.64 billion. Disney+ will gain 140 million users between 2021 and 2026, bringing its total to 284 million, and will overtake Netflix in subscribers in 2025, according to Digital TV Research.

In 2026, about 121 million Disney+ members (43 percent of total) will be in the 13 Asian nations under the Hotstar brand. Disney+ will have 284.2 million members in 2026, down from the firm’s prior forecast of 294 million. Netflix would have 270.7 million members in 2026, down from an earlier projection of 286 million. According to a February analysis, the firm predicted that Disney+’s user base will overtake Netflix’s by 2026.

Global SVOD users will increase by 491 million to 1.64 billion between 2021 and 2026. China and the United States will contribute for 49 percent of global GDP by 2026, down from 56 percent in 2021. Simon Murray, Principal analyst at Digital TV Research, stated that China’s subscriber growth is expected to decelerate in Q3 2019, and the US will continue to grow at a robust rate of 450m by 2026.

Netflix, of the kind that Wall Street analysts praise for its successful content from outside the US, such as South Korean original series Squid Game, is expected to have 53 million subscribers by 2026, “revealing growth even for the most established platform,” while Amazon Prime is expected to have 243.4 million subscribers. It estimates that Tencent will have 98.7 million users by 2026, iQiyi will have 76.8 million, and HBO will have 76.3 million consumers.


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