D2C Big Bang Impact, H1 2020 English-speaking Markets
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The 20,000 Foot View: With HBO Max and Peacock just coming into market, the key challengers for Netflix and Amazon Prime Video’s current SVOD dominance are Disney+ and Apple TV+, which both launched midway through 2019. Disney+ rapidly moved into a strong third position in all four markets (US, UK, Canada, Australia), while Apple TV+’s lack of content depth is flatlining its growth in the same markets. Netflix, which has seen its engagement continue to grow substantially over the first three months of 2020, has been the biggest winner from COVID entertainment bounce has been. Netflix also leads in show interest among the big players. This report focuses on English-speaking markets.
Key insights
- Netflix weekly user (WAU)s are mainstream at across major English-speaking markets
- Netflix is a de facto substitutive service the majority of its users only now watching live TV
- Amazon Prime WAUs are the most TV centric of the current leading with of WAUs watching video TV
- Amazon Prime and Disney+ WAUs have the binge-watching penetration at
- Disney+ subscribers the most prolific of binge with of WAUs watching an of five-plus episodes in their viewing session
- Mobile device viewing is mainstream among Apple WAUs, giving the tech major competitive edge as its rivals on the battle for the set
Companies and brands mentioned in this report: Amazon, Amazon Prime Video, Apple, Apple TV+, AT&T, Comcast, Disney, Disney+, HBO, HBO Max, Peacock, WarnerMedia