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.