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D2C Big Bang Impact, H1 2020 English-speaking Markets

Report by Tim Mulligan
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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

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