That’s been the initial takeaway from estimates by research firm Ampere Analysis, which has pegged Apple TV Plus as having racked up 33.6 million customers in the U.S. alone as of the end of 2019. As initially reported by the Wall Street Journal, Ampere’s guesstimate would mean Apple TV Plus is bigger than both Hulu (which the firm estimates had 31.8 million users) and Disney Plus (23.2 million) in Q4.
But a few big caveats are in order.
For starters, the U.K.-based researcher’s numbers are “very early-stage, initial estimates,” Ampere Analysis research manager Daniel Gadher told Variety.
Moreover, Apple TV Plus has very few paying subs: The “vast majority” of those estimated 33.6 million U.S. users who signed up after the Nov. 1 launch are getting the service under a one-year-free offer from Apple,