Timur Gaynetyanov

7 мар 2021 7.03.2021

Streaming Wars: на какой стриминговый сервис больше всего подписок

Очень наглядно видно на сколько Netflix $NFLX большой. Но не надо забывать, что Disney $DIS - это не только Disney+, а еще Hulu и ESPN+, по общему количеству они практически равны с Amazon Prime Video $AMZN и уверенно делят второе место, а вот HBO Max от - AT&T $T пока не летит.

По музыкальным сервисам Spotify $SPOT уверенно держит лидерство, больше чем Apple Music $AAPL и Amazon Music вместе взятые.

Интересно, что динамика цен на акции очень разная, во время коррекции Netflix скорректировался от локальных максимумов на 12% , Disney всего на 3,5%, а вот Spotify упал на 25%. Рынок больше всего верит в Disney?

VisualCapitalist.com Источник - https://www.visualcapitalist.com/which-streaming-service-has-the-most-subscriptions/

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Timur Gaynetyanov

8.03.2021 Автор

В продолжении вчерашнего поста Streaming Wars в Мире.
Интересно посмотреть как обстоят дела в 🇷🇺 России

📈 Netflix $NFLX и Кинопоиск HD от Яндекса $YNDX Уверенно растут быстрее всех, рост более чем в 2 раза.

📉 Следовательно отъедают долю у других операторов, таких как Okko Сбер $SBER / Wink Ростелеком $RTKM / Youtube Premium $GOOG

Конкуренция будет только нарастать, ждём когда в России выйдет Disney + $DIS

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