The forecast has been lowered for Disney+ due to inability to retain IPL digital rights
This will be due to price competition and lower Arpus from Netflix’s hybrid AVoD-SVoD tier.
Netflix will account 41 percent of total SVOD revenues in 2027.
Netflix will continue to lead the market, with its Arabic base up from 3.55 mn to 5.45 mn by 2027.
Out of 138 countries, the top five will command 65 percent of global OTT revenues by 2027.
