Disney+ subscribers base to surpass Netflix's in 2026

That's what Digital TV Research forecasts. Geographically, however, the entertainment giant will only become the streaming pioneer in India

TV control with the screen showing the Disney Plus brand in the background
Photo: Pablo Atienza/Shutterstock.

In the past weeks, several entertainment companies, including Walt Disney, have disclosed their 2020’s results. Based on these latest figures, Digital TV Research, a consultancy that provides business intelligence for the television industry, predicts that the number of subscribers to Disney+ will overtake Netflix in 2026 (294 million subscribers against 286 million, respectively). Geographically, however, the entertainment giant will only become the streaming pioneer in India (98 million Disney+ Hotstar subscribers versus 13 million for Netflix).

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“Disney+ Hotstar will roll out to 13 Asian countries by 2026. These countries will supply 108 million (37%) of the global Disney+ subscriber total, but only $2.62 billion (13%) of the platform’s revenues by 2026. Hotstar subscribers pay less than a third of the monthly subscription fee of their US counterpart,” said Simon Murray, principal analyst at the consultancy, in a press release.

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Digital TV Research’s newest report also points out that this is likely to happen even in a scenario where Disney+ revenue reaches half that of Netflix ($20.76 billion).

In June last year, LABS showed that, according to the consultancy, the five major global platforms – Netflix, Amazon Prime Video, Disney+, Apple TV+, and HBO Max – will dominate 88% of streaming subscriptions in Latin America by 2025.

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In the same period, the firm estimated that the subscription segment (or SVoD, for Subscription-based Video on Demand), excluding advertising-based services (AVoD, Advertising-based Video on Demand), will reach 106 million customers in Latin America, a 152% increase over 2019. Today, Brazil is the company’s second-largest international market after the UK.

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