US streaming draws about 40% of new paid subscriptions in fall, Boku analysis shows
- US streaming acquisition peaks from September through December, when roughly 40% of annual new paid subscriptions begin, according to Antenna estimates.
- The fourth quarter generated 31% of new paid subscriptions for US premium streaming services in 2025, accounting for 57% of annual net growth.
- Ad-supported plans represented 52% of new paid subscriptions during the fall, up from 43% in 2023.
- Football, major content releases and Black Friday promotions concentrate subscriber acquisition in the fall, intensifying competition for customers.
- Growth outside the fall hinges on major events, local seasonal demand and partner campaigns, with investment assessed against subscriber retention and costs.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. BOKU Inc. published the original content used to generate this news brief on November 03, 2026, and is solely responsible for the information contained therein.