北美 SVOD 预报

儘管拥有全球最成熟的市场，但美国 SVOD 收入预计将增长 140 亿美元，从 2021 年的 430 亿美元增至 2024 年的 560 亿美元。然而，从 2024 年到 2027 年，由于来自 Disney+ 和 Netflix 等大公司的价格竞争，以及新的 AVOD-SVOD 混合层级，预计增长将趋于平稳。

Netflix 将继续成为 SVOD 收入的赢家，但由于 ARPU 从 2023 年开始下降，预计 2022 年至 2027 年间将损失 14 亿美元的 SVOD 收入。 2023 年之后，Netflix 预计 AVOD 收入将超过 SVOD 收入损失。

本报告探讨了北美的 SVOD，包括加拿大和美国的详细国别分析、2010 年至 2027 年的年度家庭渗透率、SVOD 订阅者的数据以及电影/电视剧集收入，按国家/地区进行的预测和平台。

内容

2022 年 8 月发布的 44 页 PDF 和 Excel 报告基于 2022 年 6 月的调查结果

• 见解：27 页 PDF 中的加拿大和美国深度国家/地区分析
• Excel 工作簿：2010 年至 2027 年每年按家庭渗透率、SVOD 订阅者和电影/电视剧收入（按国家和平台）的汇总表

2国21平台预测

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: