Seema Shah · December 2022
Small Screen: Netflix and Hulu's DAU Growth Slows Down
Netflix and Hulu's daily active user growth has fallen by 17% and 5% YoY respectively, while Amazon Prime Video's DAUs are down 4% YoY. Disney+, Paramount+, and HBO Max saw the most significant growth in DAUs over the past four weeks, up 23%, 29%, and 69% YoY on average, respectively. Peacock saw growth in the 4-week period but experienced the sharpest decrease in WoW DAUs for the period ended Oct 24 (-14% WoW).
Key Takeaways:
Per Sensor Tower estimates, Netflix and Hulu DAU growth has fallen 17% and 5% YoY on average, respectively, for the 4 weeks ended 11/20/2022
Amazon Prime Video weakness continues with DAUs down 4% on average YoY (4 weeks ended 11/20/2022)
Disney+, Paramount+ and HBO Max saw the most robust growth in DAUs over the past four weeks (compared to 2021), up 23%, 29% and 69% YoY on average, respectively, while Peacock was up 5% in the same time period
Though Peacock saw growth in the 4-week period, it experienced the sharpest decrease in WoW DAUs for the period ended Oct 24 (-14% WoW), perhaps driven downwards by users who only opened the app to watch the popular Halloween Ends (streaming beginning Oct 14) and then promptly ghosted the service
For more information, request the full report from reports@sensortower.com.
