Disney overtakes Netflix as largest SVOD company
Strategy Analytics' SVOD Service Performance Benchmarking Report analyzes quarterly subscribers, monthly active user (MAU), and revenue trends for 30+ SVOD services. New to the tracker in Q3 2022 is Club Illco.
After nipping at Netflix's heels for the past several quarter, Disney finally over took it in Q3 2022 to become the largest SVOD provider. Across Disney+, Hulu, and ESPN+, Disney had 235.70M subscribers. In comparison, Netflix had 223.05M subscribers. Globally, SVOD services tracked added 37.87M subscribers in Q3 2022, reaching 1,220.13B. Leading the way was Disney+ with 12.10M net adds, YouTube Premium/Music (6.00M), and Amazon Prime Video (4.17). Combined these three services accounted for nearly 45% of net adds in Q3 2022.