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VOD Service Performance Benchmarking (Q3 2020): Disney Supplants Tencent as 2nd Largest Provider of SVOD Services



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Report Summary:

Disney Supplants Tencent as 2nd Largest Provider of SVOD Services

Strategy Analytics'  VOD Service Performance Benchmarking Report analyzes quarterly subscribers, monthly active user (MAU), and revenue trends for 24 publicly traded SVOD and AVOD services.

Global SVOD subscriptions passed 769M in Q3 2020, up 7.1% QoQ, among SVOD services tracked. Disney+ (16.2M), Tencent Video (6.00M) and Amazon Prime Video (5.24M) combined to account for nearly 54% of new SVOD subscribers in Q3 2020, among SVOD services tracked. Combined Disney services (Disney+, Hulu, ESPN+) accounted for 44% of new SVOD subscribers.

Despite seeing monthly active users (MAUs) grow by 7.0% QoQ in Q3 2020 Roku saw its share of MAUs decline from 25.8% in Q2 2020 to 24.8% in Q3 2020. Driving this decline was the grow of Crackle Plus, whose share of MAUs was up 2.9 share points.


Table of Contents

Title
Contents
Subscribers, by SVOD Service
Net Gain, by SVOD Service
% Share Subs, by SVOD Service
Revenue, by SVOD Service
Net Rev. Gain, by SVOD Service
% Share Rev. by SVOD Service
ARPU, by SVOD Service
MAUs, by AVOD Service
Net Gain MAUs, by AVOD Service
% Share MAUs, by AVOD Service
Quarterly Rev., by AVOD Service
Net Rev. Gain, by AVOD Service
Exchange Rate
Definitions
Methodology
How Can We Help You
Contacts


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