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Survey: Netflix, Disney+ Ad-Supported Tiers Not Likely to Drive New Subscribers

David Satin

“We’ll be right back after this word from our sponsors” is a phrase many streaming customers thought they would be leaving behind when they signed up for a service like Netflix or Disney+. But after announcements that both companies will be launching ad-supported tiers in the coming months — Disney+ in December, Netflix in early 2023 — customers should be prepared for messages like that if they opt to sign up for those tiers.

According to research done by Kagan's Consumer Insights, however, those customers will likely not be new customers to Netflix and Disney+. Instead, they will most likely be existing subscribers who choose to switch from their current, ad-free plans.

One point of data that suggests new subscribers will not be flocking to Netflix and Disney+ upon the release of their ad-supported tiers: most people who subscribe to an ad-supported tier of another streaming service already use Netflix and Disney+.

That means that there is simply not a terribly large pool of new subscribers waiting in the wings for Disney+ and Netflix to pull from. Disney already has 221 million global subscribers across its three streaming services, while Netflix boasts 220 million on its lone streamer. Given the saturation of the streaming market and those already high subscription rates, an influx of customers that have never subscribed to those services before is unlikely according to Kagan’s study.

Additionally, customers who use ad-supported subscription tiers are highly likely to select ad-supported tiers for other streaming services. Kagan’s research points to a relatively low ad load as compared to linear TV as the primary reason that customers did not mind ads.

Interestingly, income was not the primary factor in many customers’ choice of ad-free or ad-supported tiers. In fact, Paramount+ has more subscribers making less than $50,000/year in its ad-free tier as opposed to its cheaper ad-supported tier. The most expensive two-tiered subscription service, HBO Max, has almost as many high-income ad-free users as lower-income ad-free users.

The data comes amidst what some would consider a Golden Age of Ad-Supported Streaming, and the analysis of what that means for the industry’s future has not exactly been consistent, with different researchers forecasting different results.

For instance, 56% of respondents to a recent survey said that they would rather pay less for their streaming services and put up with a few ads.

That number could suggest that Disney+ and Netflix might be in line for a bigger jump in new subscribers than Kagan’s numbers indicate. The average U.S. customer subscribes to five streaming services, and the proliferation of ad-supported tiers will make it easier to justify budgeting for a new one with the money saved on not using ad-free versions of other streamers.

  • Disney+

    Disney+ er en ny reklamefri video streaming service, som tilbyder eksklusive serier og film fra Disney, Pixar, Marvel, Star Wars, National Geographic og mere. Disney har løftet sløret for, at deres streamingtjeneste vil åbne i Storbritannien den 24. marts 2020.
    Disneys streamingtjeneste vil koste DKK 79.99 / måned, eller DKK 789 / år (DKK 65.75 / måned).
    Appen understøtter 4K streaming, ubegrænset download, 4 simultan streaming, op til 7 profiler med hundredvis af avatars til din personlige profil.
    Det første år vil inkludere 25 nye originale serier, 10+ film, 7,500 tidligere episoder, 100 nye film, og 400 bibliotekstitler inklusiv hele Disney Vault. Nye udgivelser som “Toy Story 4”, “Løvernes konge”, “Aladdin” og klassikere som “Den lille havfrue” og “Askepot” vil være tilgængelige at streame.
    Selskabet annoncerede originale serier og film, som vil være tilgængelige ved lanceringen, inklusiv den nye 8-episoders Star Wars tv-serie til 100 millioner dollars, “The Mandalorian”, “High School Musical: The Musical: The Series,” “Verden ifølge Jeff Goldblum,” “Lady og vagabonden,” and “The Imagineering Story.”
    Du kan se hele den tilgængelige liste Disney, Disney Channel, Star Wars, Pixar, Marvel, Nat Geo serier og film eller alt tilgængeligt Disney Plus-indhold ved at følge vores Disney+ Streaming Movie List.


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