Netflix has 21% of paid subscriptions and Disney 17%, for a combined 38% of ... It called them “clear leaders in an otherwise fragmented SVOD landscape where over a dozen other platforms compete ...

"Our thesis has not changed. We're not trying to chase the SVOD dream that Netflix and Disney and Peacock and Paramount+ are all chasing. That is not our game. We remain very resolute about the ...

That's not to say it couldn't successfully follow Walt Disney's playbook over time (as many others are), but as things stand, Netflix's reliance on monthly SVOD numbers makes it a less robust ...

The projection puts Disney in the lead, with $6.8 billion in combined AVOD-SVOD revenue by 2029, versus $6.4 billion for Netflix. Disney's projection includes $3.5 billion for its AVOD and $3.3 ...

Warner Bros. Discovery lags Netflix and Walt Disney when it comes to SVOD subscriber numbers, but the company has identified an area in streaming where it can make real headway -- free ad ...

Currently, Netflix offers 20.1% of the TV shows, movies and sports programs available on major streaming services, up from 17.9% in the previous quarter. At the program level, the five top SVOD ...

Those two platforms account for 38 percent of all subscriptions. Netflix is out front with 21 percent of the total SVOD base, with Disney+ at 17 percent and MyVideo and FriDay at 9 percent each.

“Our thesis has not changed. We’re not trying to chase the SVOD dream that Netflix and Disney and Peacock and Paramount+ are all chasing. That is not our game. We remain very resolute about ...