DECRYPTION – 15-24 year olds are spending more and more time on YouTube and TikTok to the detriment of the major video-on-demand platforms. A risk, tomorrow, for the economic model of these services.
The television will perhapsdie within five to ten years“. But, no offense to the author of this prophecy, Reed Hastings, the boss of Netflix, streaming platforms like his could well experience the same phenomenon of erosion. Not yet. Not immediately. After an extraordinary surge, Netflix has amassed 220 million subscribers worldwide and Disney+ 152 million. But infinite growth is a myth. And the first signs of shortness of breath begin to appear.
The observation is there: the youngest are beginning to turn away from subscription video services. During the third quarter of 2022, the number of 15-24 year olds who watched programs daily in France on Disney+, Amazon Prime Video, Netflix, Apple TV+, Salto, myCanal, GulliMax, OCS, etc. fell further, according to the SVoD Médiamétrie barometer /Harris Interactive. Between July and last September, they were 1.17 million. “That is to say 400,000 less than in the third quarter of 2021…
This article is for subscribers only. You have 87% left to discover.
Cultivating your freedom is cultivating your curiosity.
Keep reading your article for €0.99 for the first month
Already subscribed? Login