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)
Veteran internet analyst Mary Meeker published Our New World in April 202o as the covid-19 pandemic gripped the world. In it she wrote:
None of what we are going through is comfortable, or fair. And while things will likely get worse before they get better, has America, perhaps, just gotten the wake-up call it needed to get to a better place?
Her last full annual report arrived in 2019. Among its conclusions:
Worldwide growth of internet users had slowed to 6 percent (3.8 billion people) as most of the world is already online
Americans spent 6.3 hours a day online, up 7 percent, with most growth coming from mobile and other connected devices
The internet will become more of a “cesspool” as getting rid of problematic content becomes more difficult
Privacy is a growing concern and a bigger selling point.
Telemedicine and on-demand health consultations will grow as health care become more digitized.