Key Takeaways:
Netflix’s and Hulu’s share of US SVOD market fell to a combined ~59% in Oct’22 from ~86% in Oct’19 (pre-pandemic and before the launch of services such as HBO Max, Peacock, and Disney+)
Disney+ MAUs in Europe surged 14% (reaching 36mn as of Oct’22) since expanding into sixty countries in Jun’22, nearly half that of Netflix in the region which launched in Europe more than a decade ago
More than 45% of Disney+ installs in Europe since May ’22 have come from countries where the service was previously unavailable such as Turkey, Poland, Romania, Czech Republic, and Greece
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