Cable television brought us narrow-casting, which undercuts over-the-air broadcasting, and video on demand, which erodes the notion of “appointment television.” Now the emergence of “over the top” internet television poses new threats and opens new opportunities to these incumbent operators.
A scrum of streaming video competitors has emerged in the past few years to challenge front-runner Netflix. Specific subscriber data is closely held, but here is the competitive landscape as of mid-2021 according to public sources.
Subscribers to U.S. video streaming services (Q2 2021 or as noted)
US & Canada Subscriptions
DISNEY + (Disney)
HULU (SVOD only) (Disney)
HULU (SVOD + live tv) (Disney)
ESPN + (Disney)
HBO and HBO MAX (WarnerMedia)
AMAZON PRIME VIDEO
* # who streamed video, out of 200 million global total subs
Monthly subscriptions, also free, ad-supported version
PARAMOUNT +, SHOWTIME, NOGGIN, BET + (ViacomCBS)
PLUTO TV (ViacomCBS)
*streaming, out of 29.5M total
Merging soon with WarnerMedia
APPLE TV + (Apple)
*Ampere Analysis 2019 (cited by The Wall Street Journal)
Cord-cutting continued into 2021 as U.S. consumers dropped pricey cable TV bundles in favor of internet-based TV and movie options. Broadband internet subscriptions grew. Three major players — Comcast, Charter and AT&T — now control most of America’s digital pipelines.
Subscribers to U.S. video and internet services (Q2 2021 or as noted)