The new D2C video contenders: How Disney, Apple, WarnerMedia, and NBCU will stack up in the US

August 13, 2019  | Subscribers Only

Sarah Henschel Sarah Henschel Senior Research Analyst, Media
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IHS Markit weighs the opportunities amongst the four upcoming streaming services from Disney, Apple, Warner Media, and NBCUniversal. The forecasts for each service estimate subscription growth for each service. Download PDF for full content.

Highlights:

  • Subscriber forecasts for all four upcoming services from Disney, Apple, WarnerMedia, and NBCUniversal.
  • Assessment of each streaming services strengths and opportunities in the upcoming competitive online channel landscape.
  • Comparisons of how these new services will rank with existing services and how much they can add to the market.

List of tables and charts:

  • US online channel subscriptions
  • US online channels – years to subscription milestones
  • US online channels – years to subscription milestones (top 4 services)
  • US: forthcoming major streaming service launches
  • Disney+ subscriptions forecast
  • Apple TV+ subscriptions forecast
  • HBO Max subscriptions forecast
  • NBCUniversal subscriptions forecast
  • US online channels – years to subscription milestones
  • US online channels – years to subscription milestones (new services)
  • Netflix, Amazon, and Hulu vs. New US entrants
  • US online video subscriptions
  • US online channel subscriptions with D2C entry and cannibalisation

Number of Pages: 14

Number of Tables and Charts: 13 

Sarah Henschel

Senior Research Analyst, Media

Sarah Henschel is a senior research analyst for Home Entertainment at Omdia.

Research by Market
Media & Advertising
Category
Video
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