A study from Digital TV Research has found that the number of subscription video-on-demand customers in Western Europe is set to double from 88 million at the end of 2019 to 197 million by 2025.

Not surprisingly, Netflix is set to remain the largest pan-regional SVOD platform, with 67.70 million paying subscribers expected by 2025. This will have meant that Netflix will add 24 million subs from 2019. The study also noted that Disney+ has made a strong and immediate impact, driven said the study by its brand recognition, low price and impressive content line-up. After launching in most Western European countries by mid-2020, Disney+ is forecast to have 57.54 million paying subscribers in Western Europe by 2025.
Commenting on the Western Europe OTT TV & Video Forecasts report, Digital TV Research principal analyst Simon Murray noted that crucial for the SVOD platforms will be retaining subscribers after the lockdown is lifted and then to attract new ones. “The danger is that subscribers will watch so much of one platform’s library during lockdown that they will unsubscribe if they feel that there is little left for them to watch,” he warned. “This will affect Disney+ less as its younger audience will watch the same content multiple times. Older audiences to the other platforms always want new content, which may be difficult to achieve especially given the production suspension during lockdown.”