Disney Leads In TV, Streaming Content 'Demand Share' For 2021

Although Netflix still has a dominant lead among all streamers when it comes to the key category of original content, for all TV and streaming content -- originals and library programming -- Walt Disney still commands the largest corporate “demand share” in the U.S., according to Parrot Analytics.

Disney had a 19.7% share in this overall category in the fourth quarter of 2021 -- down 2.5% from the same period a year ago. Paramount Global (formerly ViacomCBS), came in at 13.3%, down 3.8%, with WarnerMedia at 11.8% (up 1.7%) and NBCUniversal at 10.7%, with no change.

Netflix came in at 8% -- with a 6.7% increase year-over-year -- while Discovery had a 6.9% demand share (up 1.5%) and Amazon Prime Video had a 1.5% share (up 7%).

Parrot Analytics defines “demand share” as data coming from 1.5 billion daily “expressions” of demand in over 100 languages in more than 200 countries.

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“Corporate” demand share includes not just content on a streamer's own respective service, but all content that airs on other streaming platforms, linear TV networks, and/or TV stations.

Parrot considers how the likes of big legacy TV and movie owners such as Paramount Global, will change their licensing business models in light of their growing focus on direct-to-consumer businesses.

Right now, original content is the main driver -- more than older library content -- when it comes to driving subscriber growth of those streaming services, analysts say.

Here Netflix still is way ahead of all the others -- although total “demand share” for its original content dropped to a 44% share in the fourth quarter from the second quarter of 2021, when it had a 51% number.

This was largely attributable to efforts from Disney+, HBO Max, and Apple TV+, which had a collective demand share of 21% -- up from 14%.

Disney+ witnessed demand for originals growing 31% year-over-year (to a 8.1% share), while HBO Max was up 32% (a 6.2% share) and Apple TV+ (largely from its “Ted Lasso” series) gained 51% (to 7.1%).

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