D2C Big Bang Impact, H1 2020 English-speaking Markets

Tim Mulligan

July 2020

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.

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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