Netflix, Disney+, and Prime Video Shift Focus to Increasing Mexican User Spending

Major streaming platforms in Mexico are pivoting from subscriber acquisition to increasing average revenue per user through price hikes and bundling.

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from the fact record

Stands on 6 placed sources from 2 publishers.

As of 2026-09-02 08:06 UTC. Market figures are as the cited sources reported them at that time and may have moved since. This is news, not investment advice.

Major streaming platforms in Mexico, including Netflix, Disney+, and Amazon Prime Video, are shifting their strategic focus from acquiring new subscribers to increasing the average revenue per user. ^[1] The article reports that the race to develop AI infrastructure is causing a collateral effect on the video game industry, with console prices rising up to 70% because strong demand for RAM and graphics processors for data centers is absorbing components also needed for console manufacturing. ^[2] According to data from The CIU, the Mexican streaming market reached 15.4 million subscriptions to video on demand services by the end of the second quarter of 2026, representing a 6.2% annual growth rate. ^[3] Mexican households spend an average of 316 pesos monthly on SVOD platforms, which represents a 23% annual increase driven by subscription growth and the adoption of higher-tier plans. ^[4] To increase revenue per user without causing mass customer churn, platforms are implementing strategies such as price increases, restrictions on account sharing, and advertising-supported plans. ^[5] According to data from consultancy The CIU, in the last 12 months Nintendo raised prices up to 70% on its devices, driven by the launch of the new Switch 2; Xbox recorded an increase close to 30% and an 11% increase on some models; and Sony maintained an adjustment of about 10% on the PS5, applied since 2022. ^[6]

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The article reports that the race to develop AI infrastructure is causing a collateral effect on the video game industry, with console prices rising up to 70% because strong demand for RAM and graphics processors for data centers is absorbing components also needed for console manufacturing. · El Financiero

According to data from The CIU, the Mexican streaming market reached 15.4 million subscriptions to video on demand services by the end of the second quarter of 2026, representing a 6.2% annual growth rate. · EL CEO

Mexican households spend an average of 316 pesos monthly on SVOD platforms, which represents a 23% annual increase driven by subscription growth and the adoption of higher-tier plans. · EL CEO

To increase revenue per user without causing mass customer churn, platforms are implementing strategies such as price increases, restrictions on account sharing, and advertising-supported plans. · EL CEO

According to data from consultancy The CIU, in the last 12 months Nintendo raised prices up to 70% on its devices, driven by the launch of the new Switch 2; Xbox recorded an increase close to 30% and an 11% increase on some models; and Sony maintained an adjustment of about 10% on the PS5, applied since 2022. · El Financiero

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