The forecast has been lowered for Disney+ due to inability to retain IPL digital rights
It will have 238 million Svod subscriptions by 2027.
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.