General
Will Disney+ fall to third place (behind Netflix and Amazon Prime Video) in terms of total paid global subscribers before the end of 2027?
A cultural prediction on the ranking of major global streaming services based on subscriber count.
80 total votes
Analysis
Disney+ Losing Second Place by 2027?
Netflix remains the undisputed global leader in terms of paid subscribers. Disney+, despite its rapid early growth, has struggled with content costs, password sharing crackdowns, and a saturation point for its specific brand of family-friendly content. Amazon Prime Video, leveraging its retail giant ecosystem, has seen steady, quiet growth, often counting Prime membership as an automatic streaming subscription.
The Amazon Leverage
The majority 'Yes' vote is based on the financial and ecosystem leverage of Amazon. Amazon's strategy is to bundle Prime Video as a value-add to its trillion-dollar retail business, allowing it to rapidly accumulate 'subscribers' without the same content cost pressure as Disney or Netflix. If Disney+ sees continued churn and limited new market growth, Amazon's consistent Prime sign-ups are expected to push its subscriber base into the global number two spot.