OTT video: mixed outlook for subscriber growth points to increasingly challenging environment

Three major OTT players – Netflix, Disney and Warner Bros. Discovery – account for more than half a billion subscribers, when taking into account all the streaming services they provide. Although revenue growth is generally improving for these players, the outlook for subscriber growth is mixed, signalling an increasingly challenging environment. 

The companies’ annual results, together with the GSMA Intelligence Consumers in Focus Survey December 2023, help shed light on their performance so far and the key trends to navigate in the OTT video services market.