Netflix has been dividing and ruling the video streaming platform market for years. However, this domination may soon be shaken. The company founded by Reed Hastings feels the breath of competition on its back – primarily Amazon Prime Video and Disney +.
The latter platform has one of the best quarters in history behind it. On Wednesday, the Disney company published its financial results for the second fiscal quarter (the first calendar quarter). They show that in the first three months of this year. the number of Disney + users increased by 7.9 million. In total, this gives us 87.6 million subscribers, and if we add the Disney + Hotstar service (50.1 million users), it gives us a total of 137.7 million people using the Disney platform.
Netflix has not had such a good quarter. On the contrary. In April, the company published some very disturbing results. It turns out that for the first time in more than a decade, Netflix is starting to lose customers – in the last quarter their number dropped by 200,000. This is not a great exodus, but if we add the fact that competitors have strengthened their position at the same time, it is quite disturbing.
The increase in the number of users can boast not only the already mentioned Disney Plus, but also HBO Max – in the last quarter, the platform gained 3 million customers, which gives a total of 77 million active subscribers. Of course, this growth is largely due to the fact that HBO Max has entered new markets in recent months – including Poland.
Of course, even despite these disturbing data, Netflix still remains the market hegemon with 222 million users. It will be a long time before any of the rivals get close to this level.
Disney + enters Poland. The premiere is already in June
Disney Plus is one of the last great sVOD platforms that still has not come to the Vistula River. However, that will change soon. The platform, which has in its library not only a wide range of movies and series from the Disney stable, but also all Marvel productions, will appear in Poland on June 14.
According to the information provided by The Walt Disney Company, the subscription price in our country will be PLN 28.99 per month or PLN 289.90 – if the subscription is paid for the entire year.