北美 SVOD 預報

儘管擁有全球最成熟的市場，但美國 SVOD 收入預計將增長 140 億美元，從 2021 年的 430 億美元增至 2024 年的 560 億美元。然而，從 2024 年到 2027 年，由於來自 Disney+ 和 Netflix 等大公司的價格競爭，以及新的 AVOD-SVOD 混合層級，預計增長將趨於平穩。

Netflix 將繼續成為 SVOD 收入的贏家，但由於 ARPU 從 2023 年開始下降，預計 2022 年至 2027 年間將損失 14 億美元的 SVOD 收入。 2023 年之後，Netflix 預計 AVOD 收入將超過 SVOD 收入損失。

本報告探討了北美的 SVOD，包括加拿大和美國的詳細國別分析、2010 年至 2027 年的年度家庭滲透率、SVOD 訂閱者的數據以及電影/電視劇集收入，按國家/地區進行的預測和平台。

內容

2022 年 8 月發布的 44 頁 PDF 和 Excel 報告基於 2022 年 6 月的調查結果

• 見解：27 頁 PDF 中的加拿大和美國深度國家/地區分析
• Excel 工作簿：2010 年至 2027 年每年按家庭滲透率、SVOD 訂閱者和電影/電視劇收入（按國家和平台）的匯總表

2國21平台預測

Flat US SVOD revenues from 2024

Despite having the world's most mature market, US SVOD revenues will grow by $14 billion from $43 billion in 2021 to $56 billion in 2024. However, growth will be nearly flat from 2024 to 2027 due to price competition and new hybrid AVOD-SVOD tiers from major players such as Disney+ and Netflix.

Simon Murray, Principal Analyst at Digital TV Research, said: "Netflix will remain the SVOD revenue winner. However, the platform will lose $1.4 billion in SVOD revenues between 2022 and 2027 due to lower ARPUs from 2023. Netflix will more than recoup these SVOD revenue losses with AVOD sales from 2023."

Netflix will have 63 million subscribers by 2027 - down by 4 million on 2021. Hulu, Disney+, HBO and Paramount+ will each boast 40-50 million subscribers by 2027. Some consolidation - mergers and closures - is likely.

Table of Contents

Published in August 2022 and based on June results, this 44-page PDF and excel report covers movies and TV episodes. The report comes in two parts:

• Insight: Detailed country analysis for Canada and the US in a 27-page PDF document.

• Excel workbook covering each year from 2010 to 2027 by household penetration, by SVOD subscribers and revenues for movies and TV episodes. As well as summary tables by country and by platform;

Forecasts for the following 21 platforms across 2 countries: