SVOD RULER: FACEBOOK

RULER: NETFLIX

OWNER SERVICE
A surge of new subscription Alphabet YouTube Premium
video on demand services Amazon Amazon Prime Video LAUNCH LAUNCH LAUNCH LAUNCH
isn’t likely anytime soon Apple Apple TV Plus October 2015
LAUNCH
July 2015 April 2018 April 15, 2020
to topple Netflix, the AT&T HBO Now, HBO Max Nov. 12, 2019
GLOBAL SUBS (for Xfinity);
company far and away at Comcast Peacock GLOBAL SUBS GLOBAL SUBS
July 15, 2020
the forefront of this market. GLOBAL SUBS
Disney ESPN Plus, Disney Plus, Hulu 11m** 20m*** 7.9m (for public)
Lionsgate Starz FLAGSHIP
54.5m
FLAGSHIP FLAGSHIP GLOBAL SUBS
Netflix Netflix CONTENT CONTENT CONTENT FLAGSHIP
ViacomCBS CBS All Access†, Showtime CONTENT N/A
“Billions” "Cobra Kai" "Detail"
"The FLAGSHIP
CONTENT
Mandalorian"
“Battlestar
Galactica”
reboot

LAUNCH LAUNCH LAUNCH LAUNCH LAUNCH

LAUNCH LAUNCH
LAUNCH
January 2007 March 2008 April 2015 April 2016 May 27, 2020
February 2011 Nov. 1, 2019
October 2014
GLOBAL SUBS GLOBAL SUBS GLOBAL SUBS GLOBAL SUBS GLOBAL SUBS
GLOBAL SUBS GLOBAL SUBS
GLOBAL SUBS
183m 32.1m 8m 8.6m^ N/A
150m* N/A
11m**
FLAGSHIP FLAGSHIP FLAGSHIP FLAGSHIP FLAGSHIP
CONTENT FLAGSHIP CONTENT CONTENT FLAGSHIP CONTENT
CONTENT CONTENT FLAGSHIP
CONTENT CONTENT
“Stranger “Handmaid’s “Game of "Power" “Tokyo Vice”
“The Thrones” "The Morning
Things” Tale” “Twilight
Marvelous Show"
Zone”
Mrs. Maisel“

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

F I R S T WAV E S E C O N D WAV E

SOURCE: MOST RECENT COMPANY DISCLOSURES; DIGITAL TV RESEARCH (GLOBAL REVENUE); NOTE: *AMAZON PRIME VIDEO FIGURE REPRESENTS NUMBER OF GLOBAL
AMAZON PRIME MEMBERS. †VIACOMCBS HAS ANNOUNCED PLANS TO LAUNCH AN UPGRADED VERSION OF CBS ALL ACCESS, BUT HAS YET TO DISCLOSE DETAILS.
**CBS ALL ACCESS-SHOWTIME OTT COMBINED. ***FIGURE IS ACROSS YOUTUBE PREMIUM AND YOUTUBE MUSIC. ^LIONSGATE OTT SUB COUNT.

Global $36b $47b $87b

SVOD
Revenue 2018 2019 2024

1 RULERS OF ENGAGEMENT Presented by NAB Show