Report: U.S. to Add 104 Million SVOD Subs by 2027


Digital TV Research is forecasting that SVOD subscriptions—for movies, linear channels and TV episodes, excluding other platforms such as sports—in the U.S. will increase from 354 million at the end of 2021 to 458 million in 2027.

Around 86 percent of TV households will subscribe to at least one SVOD platform by 2027, according to the firm. The average SVOD household will pay for 4.37 SVOD platforms by 2027.

In this period, Netflix will only add 2 million subscribers between 2021 and 2027 (bringing its count to 69.1 million). The biggest gainers will be newer platforms such as Disney+ (12 million additions), Paramount+ (an additional 26 million) and HBO Max (up by 31 million). It expects Amazon to have the largest count at 101.8 million in 2027.

Simon Murray, principal analyst at Digital TV Research, said: “Some claimed recently that the U.S. SVOD market was at saturation point. Although we expect some deceleration for more established players, there is still plenty of growth to be had for the younger platforms such as Disney+, Paramount+ and HBO Max.”