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© 2019 Bloomberg Finance LP

The planned launch of Disney+ and Apple building its own streaming service – Apple TV Plus (which is expected to launch in November 2019 at $4.99 per month) – has intensified the streaming war, where category bigwigs such as Netflix are facing growing competition from major new players, that are moving fast to capture additional market share. At this stage, it would be interesting to look at some hard numbers that have driven such a rapid growth in the category. For this purpose, we analyze the key numbers and compare key metrics of streaming giant Netflix with Disney, AT&T, and Viacom.

You can view the Trefis interactive dashboard – How Netflix Compares With Streaming Aspirants AT&T, Disney, And Viacom? – to better understand the streaming market and the competition between its four major players. In addition, here is more Trefis Media data.

Revenue Performance

The size and opportunity in the streaming category can be assessed by the fact that the top 4 streaming players together made more than $83 billion in streaming and video entertainment revenues in 2018. They are expected to add a net of ~$13.7 billion in total streaming revenues by 2020.

Fight To Gain More Subscribers

Note: Subscribers are not fully comparable as Disney viewers include all content viewers (except sports channels) and Viacom includes highest viewer count for channels in that year, as a break-up of streaming subscribers for these 2 companies is not available. For 2019 & 2020, Viacom includes CBS subscribers as well, due to the proposed merger. Such a vast viewer pool is only indicative of the immense market potential, as a large part of this market can be converted into streaming subscribers.

Trend in Average Revenue Per User

Conclusion

Notes

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For CFOs and Finance Teams | Product, R&D, and Marketing Teams

All Trefis Data

Like our charts? Explore example interactive dashboards and create your own.

 

 

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