The gap between Disney+ and Netflix is getting smaller and smaller, and especially faster than expected. Thanks to its flagship series and the development of its catalogue, the platform is gaining many users every month, while its rival’s progress noticeably slows down. Which could elevate Disney+ to number one streaming service in 2026.
Since its launch in 2019, Disney+ has rocked the streaming planet. After just 16 months of existence, the platform has surpassed 100 million subscribers and growth is not slowing down. So Netflix may fear for its first place. The service, which peaked at more than 200 million users since the beginning of the year, could well take a back seat for years to come.
Analysts are far from making plans about the comet. Over the past three months, Disney+ has gained 12.4 million subscribers, leading it to a total of 116 million. However, the entertainment giant’s predictions were 112.8 million users at this time. Meanwhile, Netflix only gained 4 million subscribers in the same period..
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Disney+ is gradually closing the gap with Netflix
At this rate, it would only take 5 years for Disney + to count more subscribers than Netflix. A surprise for the analyses, which considered the platform incapable of reaching these numbers because of its catalog, considered to be very directed towards children. But the latter managed to diversify, with hit series like Loki and Wandavision, or the launch of its Star offer aimed at a more adult audience.
However, there is one area where Disney+ is still a long way from Netflix: revenue per user. In average, Netflix earns $14.54 per subscriber, while Disney+ earns just $4.16. Furthermore, the world’s number 1 in streaming may well widen the gap with the arrival of new content, such as video games, which will further diversify its offering.
As such, Prime Video may very well be Netflix’s only competitor, with its $12.99 collected per user. But this comparison cannot really be made, the subscription price is included in Amazon Prime, which integrates many other services.
Source: PhoneArena