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Analyst Projects Disney+ to Exceed Netflix’s Global Subscribers By 2026

February 16, 2021 | Posted by Jeremy Thomas
Netflix Disney+

Disney+ is on track to overtake Netflix in global reach in five years, according to a new analyst report. According to THR, a report by Digital TV Research projects that Disney+ will reach 294 million subscribers in 2026, while Netflix will have reached 286 million at that point.

It is worth noting that the lion’s share of Disney’s strength is expected to be in India, where Disney+ Hotstar will have rolled out and should have 98 million compared to just 13 million projected for Netflix. Principal analyst Simon Murray said, “Disney+ Hotstar will roll out to 13 Asian countries by 2026. These countries will supply 108 million (37 percent) of the global Disney+ subscriber total, but only $2.62 billion (13 percent) of the platform’s revenues by 2026. Hotstar subscribers pay less than a third of the monthly subscription fee of their U.S. counterpart.”

The firm estimates that Netflix will still have more global revenue by that point at $39.52 billion to Disney+’s $20.76 billion. Both companies are investing (and will continue to invest) in original programming such as THe Mandalorian and WandaVision for Disney+ and `Bridgerton and The Crown for Netflix.

In addition, the firm predicts that Chinese streaming services will reach 279 million subscribers by 2026 while Amazon Prime Video will hit 184 million globally, HBO Max will reach 50 million, and Apple TV+ 11 million.

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Disney+, Netflix, Jeremy Thomas