New rivals such as NBCU’s HBO Max and Peacock are taking over Netflix’s lead in the streaming war.
Here’s an overview of the top streaming services in the US and how their market share has increased compared to the same period last year:
Some points that should be mentioned:
Netflix’s market share in the United States was a huge hit last year, despite the addition of 36.58 million new corporate accounts worldwide.By 2020, Netflix’s US market share dropped from 29%. It’s 20% since the start of 2020, down 31% last year.
• In January, Netflix reported 73.94 million subscribers in both the United States and Canada (Netflix often reports the two markets together); About 7 million subscribers come from the north of the border, meaning Netflix has about 67 million subscriptions in the United States alone.
The overall US share of Netflix streaming is smaller as new services such as NBCUniversal’s HBO Max and Peacock launch in 2020.
As with last year’s Amazon Prime Video, Amazon Prime Video claimed 21% of the US streaming market, but it’s now down to 16%, a nearly 24% drop.
Amazon Prime Video is a bit trickier for streaming analysts to project. For one thing, anyone who pays for an Amazon Prime subscription will have access to Prime Video, but that doesn’t mean all Prime members will watch “The Marvelous Mrs. Maisel” or “Jack Ryan” (some may subscribe to Amazon Prime Video). Amazon hasn’t provided all Prime membership updates since early 2020 when it announced it had more than 150 million paying customers, Ampere’s data indicates nearly 54 million Prime members. People using the Prime Video app in the United States
Disney-owned Hulu receives the bronze medal here. But this includes the Hulu streaming service and the live TV streaming service.
This is perhaps the most surprising aspect of Ampere’s data: Disney + ranked No. 5 in the US streaming category and still found itself narrowly behind HBO, despite the release of HBO Max at Not consistent in the last year, however, while Disney + reportedly had 94 million users by the end of 2020, the service has a strong presence outside the United States, and as The Information recently reported, I had fewer than 40 members. Millions of people are Americans.
• HBO’s numbers are impressive. In January, parent AT&T said HBO Max had 41 million American members, surpassing Disney + in the country – but among these included some scams: about 17.2 million members were right. Enabled, ‘as AT&T put it, meaning they downloaded the HBO Max app (remember, HBO already had its streaming customers on both the HBO Go and HBO Now services before HBO Max).
The biggest beneficiaries in terms of market share are Peacock, which has grown from 0% of the market to 5% of the market by the end of 2020 and HBO, which claims only 3% of streaming at the time. The same last year; The parts are now four times the size as HBO has tried to push the Linchpin HBO Max service to the top of the streaming service. Especially in an effort to win the hearts of new followers, Warner Bros. decided to release a total of 17 films from 2021, including Kea’s “Godzilla vs. Kong” and “Matrix 4”. Nureves in HBO Max at the same time. Movie theaters this year
On the other hand, this is how the current streaming hierarchy has shaken in the US, a few weeks before Netflix and other streamers reported follower gains (or losses) in Q1. : A.
The battle for third place in the US streaming hierarchy appears to be a key battle in 2021, Ampere research manager Toby Holleran said he expects HBO Max to get “a little bit of success this year” and Credit to Warner Bros. Plans to release all theatrical shows on the same service that hit theaters. However, he predicts that the one-year gimmick “won’t catch up to Hulu”.
On top of that, Holleran said he expects “Disney + to overtake both HBO Max and Hulu” by the first half of 2021 and “finishes the year as the third-largest streaming service in the US, with Hulu taking fourth. And HBO took the fifth highest. “
Other streaming competitors include Apple TV +, NBCUniversal’s Peacock, and ViacomCBS’s Paramount + (here shown by the pre-rebranded title CBS All Access) – following the leaders in the category.
Ampere’s data come from how the average American household now spends $ 40 a month on a streaming service, as TheWrap reported earlier this year, up 17 percent from the $ 34 Americans spend each month over the period. Early 2020 and a 33% increase from Q1 2019, when Americans spend on average $ 30 per month. It’s also likely to go up in 2021 as services like Disney + add monthly fees.
Holleran has added Netflix’s position on the streaming hierarchy is “seemingly harmonized” despite the shrinking of the American circle last year, at least for the foreseeable future. But despite the first-mover advantage and a plethora of original shows, from “Stranger Things” to “Bridgerton,” Netflix’s No. 1 status is not a perpetual guarantee, Holleran argues. Notice that Disney’s overall streaming business, including Hulu and ESPN +, has had a Netflix subscriber base in the US more than a year ago, “and is poised to outpace companies worldwide by 2024.”
In other words: don’t panic if Disney + continues to bridge the gap with Netflix, both in the US and abroad.