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Q3 2020 Global VOD Service Competitor Review: Disney Edges Out Tencent as #2 Largest Provider of SVOD Services

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Report Summary:

Disney Edges Out Tencent as #2 Largest Provider of SVOD Services

The Global VOD Service Competitor Review is an analysis of quarterly subscribers, monthly active user (MAU), and revenue trends of 26 publicly traded SVOD and AVOD services. The full dataset can be found in Strategy Analytics'  VOD Service Performance Benchmarking Report.

Global SVOD subscriptions reached nearly 770M in Q3 2020, up 39% YoY, among SVOD services tracked. Disney+ (16.2M), Tencent Video (6.0M) 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.

With 50.0M MAUs in Q3 2020 Crackle Plus surpassed Roku Channel among tracked AVOD services. Despite seeing monthly active users (MAUs) grow by 7.0% QoQ in Q3 2020 Roku saw its share of MAUs decline from 28.1% in Q1 2020 to 24.8% in Q3 2020.

Table of Contents

Key Findings
SVOD Performance and Analysis
AVOD Performance and Analysis
Key Questions

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