In 2021, the biggest US beneficiary of the streaming bonanza will be Disney. After a plethora of streaming competitors launched in 2020, Netflix still added a substantial number of subscribers. Equally as impressive as Netflix’s sustained dominance was Disney+’s ability to quickly gain viewers. These developments show there’s room for multiple services to thrive in this fast-growing market.

Following a strong launch in November 2019, Disney+ is on track to surpass $4 billion in US subscription revenues by 2022. In its first full year, Disney+ has grown rapidly, spurred by in-demand content and stay-at-home orders. In fact, the service will help The Walt Disney Co. reach Netflix’s share of the market by 2022, according to the inaugural eMarketer OTT subscription revenue forecast by Insider Intelligence.

Insider Intelligence and its eMarketer team generate roughly 1,500 forecasts on digital transformation topics every year. These estimates are mainly produced on an annual basis, with several of the highest-profile metrics reassessed one additional time during the year.

A little over a year since its debut in the United States, Canada, and the Netherlands, Disney+ is now officially available to consumers in Latin America. Subscribers to the platform will be able to enjoy unlimited access to the company’s vast array of content from Disney, Pixar, Marvel, Star Wars, National Geographic, Fox, and more.

What has been dubbed the “streaming wars” in many markets—especially in the US—is more like a skirmish in Canada. Despite the influx of US-based services like Disney+ and Apple TV+ in the past year, and the presence of homegrown services like Bell Media’s Crave nationally and Vidéotron’s Club Illico in Quebec, Netflix is still by far the most popular subscription OTT service in Canada.

Digital video viewership in the UK will continue to rise this year. The pandemic has provided a particularly significant impetus for subscription video-on-demand services, while connected TVs have become the consumption device of choice.

Our forecast for digital video viewers in Canada highlights greater consumption of the medium during the pandemic.

In Spain, streaming platforms are increasingly vying for projects, talent, and viewers. Netflix began producing originals in Spain in 2016 and opened its first European production hub in Madrid in the Spring of 2019. However, as a result of this competition, HBO Spain has doubled down on producing series in Spain in 2019, increasing investment from Amazon Studios, as well as continued investment from Viacom, ATRESMEDIA, and telecom behemoths like Orange & Movistar.

According to our latest estimates for over-the-top (OTT) video services in the US, Disney+ will have 72.4 million users this year, representing 32.1% of OTT viewers.

The average time spent with subscription OTT video content in the US will surpass 62 minutes per day this year, up 23.0% from 2019, according to our latest estimates. That's an acceleration from 2019, when it grew by 15.0% year over year.

For UK video platforms, competition around premium content is intensifying, with digital services increasingly coming to the fore. For our report on digital video in the UK, we looked at the products that traditional and digital-first broadcasters are offering their audiences.

Advertisers are embracing the popularity of connected TV by allocating more money to streaming platforms.

This report collection explores programmatic digital display ad spending through 2021 across Canada, China, France, Germany, the UK and the US. Reports include breakdowns by device, transaction type and more, and explore the factors driving investment.

Programmatic advertising will account for 83.5% of all US digital display ad dollars, or $57.30 billion, this year. Growth in social, connected TV and over-the-top (OTT) advertising will drive programmatic display to almost $80 billion by 2021.

Mobile video viewing habits are evolving, and along with that comes a variety of opportunities for creators and publishers to monetize their content—and, in turn, for marketers and advertisers to reach audiences.

Digital video viewership in Canada is among the highest in the world, driven by high usage of YouTube and Netflix.

Digital video viewership in the UK is high, driven by a broad choice of platforms. From free over-the-top platforms, to broadcasters’ own on-demand services, to a flourishing subscription landscape, UK viewers have a rich and varied digital video diet.

Programmatic ad spending will reach $59.45 billion in 2019, accounting for 84.9% of the US digital display ad market. This report looks at the trends driving investment to $81.00 billion by 2021, breaking it down by transaction type, format and device.

Netflix is still the king of streaming, but will its subscription-based model be able to sustain the business as cheaper, ad-supported platforms enter the streaming space?

Will the duopoly dominate in 2019? Will consumer privacy concerns challenge marketers’ efforts? This report explores these digital display trends and more.