The global streaming services industry is experiencing another phase of rapid transformation in May 2025. The sector’s value is set to hit 108.73 billion dollars this year, with analysts predicting an average annual growth rate of 8.6 percent through 2032. Notably, North America continues to lead with 50.66 billion dollars in revenues for 2025, but Asia Pacific is closing in fast, expected to represent about two-fifths of all streaming market revenue this year, driven by surging demand in India and China and the widespread adoption of smart devices and OTT platforms.
In the past 48 hours, Roku announced the acquisition of Frndly TV, signaling a push to capture more of the family-friendly and budget streaming market. This move aligns with a broader trend of consolidation, as established players seek to broaden their offerings and capture niche audiences. Netflix remains the revenue leader with a 2025 profit of 10.4 billion dollars, followed by Disney, which now controls Hulu and Disney Plus and is maximizing cross-platform synergy and global reach.
Meanwhile, industry competition is intensifying. New content launches across major platforms like Max, Hulu, and Disney Plus are aimed at maintaining subscriber interest as consumers grow more selective about where they spend their money. As streaming prices edge up, consumers are increasingly rotating subscriptions month to month or bundling services – a behavior shift that has forced platforms to rethink loyalty strategies and content release pacing.
Emerging competitors such as Wingding Media are entering with innovative business models, while legacy players like Paramount are restructuring, as seen in its anticipated merger with Skydance. E-learning is another booming vertical within streaming, now representing over a third of global streaming revenues in 2025.
There have been no major regulatory shocks or supply chain disruptions reported this week. However, platforms are continuing to invest in AI and cloud-based delivery to control costs and personalize offerings.
Compared to last year, the trend toward consolidation and market concentration has picked up pace, while consumer churn and pricing sensitivity remain top challenges. Market leaders are responding with more targeted acquisitions, aggressive bundling, and a relentless focus on profitability.