Disney Streaming overtook Netflix as the world’s streaming leader in July 2022. Across all Disney streaming platforms (Disney+, Disney+ Hotstar, ESPN+, and Hulu), the company boosts 222.2 million subscribers compared to Netflix’s 220.7 million.
Netflix’s subscribers have slowed sharply in the first half of this year compared to 2020 because of the popularity of Disney+ among families, the loss of popular licensed content, and other streaming competition from the major studios.
In a recent survey of over 5,000 active online subscribers in the United States and Canada, 81% of respondents wished that paid streaming services like Netflix or Amazon Prime Video offered a free, ad-supported option.
As a result of diminishing content availability precipitated by production delays and cancellations, there will be large programming gaps for traditional television networks and OTT platforms to fill over the next two years.
Part One: Netflix Subscribers and Exclusivity. Netflix lost subscribers in the United States for the first time in nearly a decade. The next battleground in streaming will take place over content exclusivity.