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Streaming Services in 2025: Content Wars, Consolidation, and Subscriber Trends
Streaming Services Industry: Current State Analysis (May 2025)
The streaming services sector has entered a phase of market maturity in early May 2025, with household penetration stabilizing across major platforms. According to Kantar's Worldpanel research released yesterday, the number of households accessing streaming services has remained steady, showing no more than a 2-percentage-point quarterly increase since late 2023[1].
Market acquisitions are making headlines this week, with Roku Inc. announcing an agreement to acquire Frndly TV just three days ago, signaling industry consolidation as major players seek to expand their content libraries[2].
The global media streaming market is projected to reach USD 108.73 billion in 2025, with an expected compound annual growth rate of 8.6% according to Coherent Market Insights' report published on May 11[2]. North America continues to dominate with expected revenues of USD 50.66 billion this year, while Asia Pacific is rapidly gaining ground, projected to account for approximately 40% of global market share[2].
Content remains the key battleground, with Paramount+ currently leading new subscriber acquisition at 11% market share, largely driven by the Yellowstone franchise and its historical dramas[1]. Sports content is emerging as a crucial differentiator, with Netflix attracting new subscribers through WWE programming and Tubi gaining users through NFL and motorsports content[1].
Apple TV+ is performing strongly in the SVOD (Subscription Video on Demand) segment, securing one in four new subscribers, with 44% citing hit series like Severance and Silo as their primary motivation[1].
Consumer behavior shows the average household now maintains subscriptions to six streaming services, a figure that has remained constant year-over-year[1]. This plateau highlights the challenge for platforms to grow in an increasingly saturated marketplace where content quality and exclusivity are becoming the decisive factors in subscriber retention and acquisition.
The streaming services sector has entered a phase of market maturity in early May 2025, with household penetration stabilizing across major platforms. According to Kantar's Worldpanel research released yesterday, the number of households accessing streaming services has remained steady, showing no more than a 2-percentage-point quarterly increase since late 2023[1].
Market acquisitions are making headlines this week, with Roku Inc. announcing an agreement to acquire Frndly TV just three days ago, signaling industry consolidation as major players seek to expand their content libraries[2].
The global media streaming market is projected to reach USD 108.73 billion in 2025, with an expected compound annual growth rate of 8.6% according to Coherent Market Insights' report published on May 11[2]. North America continues to dominate with expected revenues of USD 50.66 billion this year, while Asia Pacific is rapidly gaining ground, projected to account for approximately 40% of global market share[2].
Content remains the key battleground, with Paramount+ currently leading new subscriber acquisition at 11% market share, largely driven by the Yellowstone franchise and its historical dramas[1]. Sports content is emerging as a crucial differentiator, with Netflix attracting new subscribers through WWE programming and Tubi gaining users through NFL and motorsports content[1].
Apple TV+ is performing strongly in the SVOD (Subscription Video on Demand) segment, securing one in four new subscribers, with 44% citing hit series like Severance and Silo as their primary motivation[1].
Consumer behavior shows the average household now maintains subscriptions to six streaming services, a figure that has remained constant year-over-year[1]. This plateau highlights the challenge for platforms to grow in an increasingly saturated marketplace where content quality and exclusivity are becoming the decisive factors in subscriber retention and acquisition.
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By Quiet. PleaseStreaming Services Industry: Current State Analysis (May 2025)
The streaming services sector has entered a phase of market maturity in early May 2025, with household penetration stabilizing across major platforms. According to Kantar's Worldpanel research released yesterday, the number of households accessing streaming services has remained steady, showing no more than a 2-percentage-point quarterly increase since late 2023[1].
Market acquisitions are making headlines this week, with Roku Inc. announcing an agreement to acquire Frndly TV just three days ago, signaling industry consolidation as major players seek to expand their content libraries[2].
The global media streaming market is projected to reach USD 108.73 billion in 2025, with an expected compound annual growth rate of 8.6% according to Coherent Market Insights' report published on May 11[2]. North America continues to dominate with expected revenues of USD 50.66 billion this year, while Asia Pacific is rapidly gaining ground, projected to account for approximately 40% of global market share[2].
Content remains the key battleground, with Paramount+ currently leading new subscriber acquisition at 11% market share, largely driven by the Yellowstone franchise and its historical dramas[1]. Sports content is emerging as a crucial differentiator, with Netflix attracting new subscribers through WWE programming and Tubi gaining users through NFL and motorsports content[1].
Apple TV+ is performing strongly in the SVOD (Subscription Video on Demand) segment, securing one in four new subscribers, with 44% citing hit series like Severance and Silo as their primary motivation[1].
Consumer behavior shows the average household now maintains subscriptions to six streaming services, a figure that has remained constant year-over-year[1]. This plateau highlights the challenge for platforms to grow in an increasingly saturated marketplace where content quality and exclusivity are becoming the decisive factors in subscriber retention and acquisition.
The streaming services sector has entered a phase of market maturity in early May 2025, with household penetration stabilizing across major platforms. According to Kantar's Worldpanel research released yesterday, the number of households accessing streaming services has remained steady, showing no more than a 2-percentage-point quarterly increase since late 2023[1].
Market acquisitions are making headlines this week, with Roku Inc. announcing an agreement to acquire Frndly TV just three days ago, signaling industry consolidation as major players seek to expand their content libraries[2].
The global media streaming market is projected to reach USD 108.73 billion in 2025, with an expected compound annual growth rate of 8.6% according to Coherent Market Insights' report published on May 11[2]. North America continues to dominate with expected revenues of USD 50.66 billion this year, while Asia Pacific is rapidly gaining ground, projected to account for approximately 40% of global market share[2].
Content remains the key battleground, with Paramount+ currently leading new subscriber acquisition at 11% market share, largely driven by the Yellowstone franchise and its historical dramas[1]. Sports content is emerging as a crucial differentiator, with Netflix attracting new subscribers through WWE programming and Tubi gaining users through NFL and motorsports content[1].
Apple TV+ is performing strongly in the SVOD (Subscription Video on Demand) segment, securing one in four new subscribers, with 44% citing hit series like Severance and Silo as their primary motivation[1].
Consumer behavior shows the average household now maintains subscriptions to six streaming services, a figure that has remained constant year-over-year[1]. This plateau highlights the challenge for platforms to grow in an increasingly saturated marketplace where content quality and exclusivity are becoming the decisive factors in subscriber retention and acquisition.