How could the shift of users from Netflix to Instagram affect Disney+?
Disney+ may gain competitive advantage as Netflix's engagement declines As users shift engagement away from Netflix, the streaming service is experiencing a measurable decline in viewer attention and market share. Sensor Tower data shows the total time spent on the Netflix mobile app fell by 20% year over year in the U.S. during the third quarter, while Netflix's share of U.S. TV viewing dropped from 8.8% to 7.8% over the last twelve months. Since Disney+ is a direct competitor in the streaming market, this loss of viewer attention for Netflix creates a competitive opportunity, potentially allowing Disney+ to capture more of the available subscriber base and market share.
- Effect
- Mild positive
- How direct
- Brind's reasoning
- When
- Within months
- The story
- No new developments lately
How it reaches Disney+
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Reports indicate users are spending less time on the Netflix mobile app. Sensor Tower data cited by Goldman Sachs showed that the total amount of time people spent on the Netflix mobile app fell 20% year over year in the U.S. during the third quarter, and 7% globally. Furthermore, Nielsen’s Gauge report noted that Netflix’s share of U.S. TV viewing fell from 8.8% to 7.8% over the last twelve months, while YouTube added about 80 basis points.
The full event1independent outlet -
As a direct competitor in the streaming market, Netflix's loss of viewer attention and market share creates a vacuum. This decline in engagement and viewing share for Netflix could allow Disney+ to capture more of the available subscriber base and market attention.
No report states this step directly. Brind drew it from the reporting on each side of it, so treat it as an informed guess.
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American video streaming service
Everything about Disney+
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The facts so far
As reported. Each one links to where it comes from.
Why it matters
The streaming market is highly competitive, with major players like Netflix and Disney+ constantly vying for viewer attention and subscription revenue. Netflix's reported decline in engagement and viewing share signals a potential shift in consumer preferences or content appeal, which directly impacts its financial health and market standing.
This trend is part of a broader industry shift where services are adapting their models, such as Netflix moving toward a mix of subscriptions and ads. For Disney+, this market instability presents an opportunity to solidify its position as a leading streaming service by attracting viewers who are seeking alternative entertainment.
What we don't know yet
- Will Disney+ be able to effectively convert viewers leaving Netflix into paying subscribers?
- How will Netflix respond to its declining engagement and market share?
Is this still moving?
- Reports
- 2
- Developments
- 1
- Repetition
- 50%
What would change this answer
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- aol.comOct 3
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Brind's analysis is written by AI from the reporting linked above and can be wrong. This explainer is a possibility worth considering, not a forecast: steps marked as Brind's reasoning are not stated in the reporting. It is not investment advice; do your own research.