The number of SVOD subscribers in the U.S. is set to rise from 203 million last year to 317 million in 2025, according to Digital TV Research.
While Netflix will still gain 10 million subs in the next five years, growth will be led by Disney+ (27 million) and Hulu (22 million), as well as Peacock, HBO and CBS All Access/Paramount+, which will each add more subscribers than Netflix. These six platforms will add 94 million SVOD subs over the next five years.
“The depth of choice in the U.S. will not be replicated in any other country,” said Simon Murray, principal analyst at Digital TV Research. “Eight U.S. platforms will have more than 10 million paying subs by 2025. Disney+ will just overtake Hulu by 2025.”