What's Next in the Streaming Space?
- NFLX holds highest demand volume — it’s the largest player in the game, with comparatively happier customers
- DIS has a three pronged approach in Disney+, Hulu, and ESPN+ — Family programming, avlive TV supplement, and sports.
- HBO Max is new, but gaining significant traction with consumers in 2021 — demand is ramping on a QoQ basis and sentiment is very high
- Disney+ received a nice bump in total buzz in 2021 thanks to new programming like WandaVision
And it doesn’t look like consumers are tapped out yet. Subscription fatigue mentions suggest consumers are okay with maintaining multiple services.