DESCRIPTION – 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 might want todies within five to ten years“. But no offense to the author of this prophecy, Reed Hastings, the head of Netflix, streaming platforms like his could well experience the same phenomenon of erosion. Not yet. Not immediately. After an extraordinary increase, Netflix has gathered 220 million subscribers worldwide and Disney+ 152 million. But endless growth is a myth. And the first signs of shortness of breath are starting to show.
The observation is there: the youngest are starting to turn away from subscription video services. During the third quarter of 2022, the number of 15-24-year-olds watching programs daily in France on Disney+, Amazon Prime Video, Netflix, Apple TV+, Salto, myCanal, GulliMax, OCS, etc. further decreased according to the SVoD Médiamétrie barometer /Harris Interactive. Between July and September last year, they were 1.17 million. “That is, 400,000 less than in the third quarter of 2021…