February 15, 2021
Analysts firm Digital TV Research expects Disney + subscribers (294 million) to overtake Netflix’s total (286 million) by 2026. However, Disney + will only have more subscriptions than Netflix in one country – India – 98 million Disney + Hotstar subscribers versus 13 million for Netflix, according to the company.
“Disney + Hotstar will roll out in 13 Asian countries by 2026,” advises Simon Murray, chief analyst at Digital TV Research. These countries will provide 108 million (37 percent) of the worldwide Disney + subscription total, but only $ 2.62 billion [€2.16bn] (13 percent) of the platform’s revenue by 2026. Hotstar subscribers pay less than a third of their US counterpart’s monthly subscription costs. “
Worldwide revenues for Disney + will reach $ 20.76 billion by 2026 – half of Netflix’s $ 39.52 billion.