South Korean Content Achieves 12.1 Billion Viewing Hours on Netflix
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: Yahoo Finance
- Leading Viewing Hours: From April 2025 to March 2026, South Korean content achieved 12.1 billion hours of viewing on Netflix globally, making it the most-watched content origin outside the United States, showcasing its significant influence in the global streaming market.
- Surpassing Other Markets: South Korean content generated 44% more viewing than Japanese content and nearly twice as much as UK content, indicating a growing competitive advantage for Korea in the global content export market.
- Contribution of Global Hits: Global hits like Squid Game, Daehongsu, and When Life Gives You Tangerines have propelled the success of Korean content, reflecting an increasing audience demand for high-quality storytelling.
- Strategic Importance of Content Ecosystem: Korea's content ecosystem combines world-class creators, strong intellectual property, and innovative production techniques, establishing a sustainable content production capability that further solidifies its position in the global streaming market.
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Analyst Views on TTGT
Wall Street analysts forecast TTGT stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 3.680
Low
10.00
Averages
11.67
High
15.00
Current: 3.680
Low
10.00
Averages
11.67
High
15.00
About TTGT
TechTarget, Inc., which also refers to itself as Informa TechTarget, is a business-to-business (B2B) growth accelerator that informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to return on investment (ROI). It has scale in permissioned B2B first-party data and a unique end-to-end portfolio of data-driven solutions that services the full B2B product lifecycle, from R&D to ROI: from strategy, messaging and content development to in-market activation via brand, demand generation, purchase intent data and sales enablement. In intelligence and advisory, it offers expert analyst, data-driven intelligence products and advisory services to product managers, corporate strategists and the C-suite, challenging market strategies and sharpening product roadmaps. In brand and content, it provides expert editorial, data-driven brand products and content marketing services for brand marketers, product marketers and content marketers.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Leading Viewing Hours: From April 2025 to March 2026, South Korean content achieved 12.1 billion hours of viewing on Netflix globally, making it the most-watched content origin outside the United States, showcasing its significant influence in the global streaming market.
- Surpassing Other Markets: South Korean content generated 44% more viewing than Japanese content and nearly twice as much as UK content, indicating a growing competitive advantage for Korea in the global content export market.
- Contribution of Global Hits: Global hits like Squid Game, Daehongsu, and When Life Gives You Tangerines have propelled the success of Korean content, reflecting an increasing audience demand for high-quality storytelling.
- Strategic Importance of Content Ecosystem: Korea's content ecosystem combines world-class creators, strong intellectual property, and innovative production techniques, establishing a sustainable content production capability that further solidifies its position in the global streaming market.
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- Viewing Hours Milestone: According to analysis from Omdia and Digital i, South Korean content generated 12.1 billion hours of viewing on Netflix from April 2025 to March 2026, making it the most-watched content origin outside the United States, showcasing Korea's formidable influence in the global streaming market.
- Surpassing Other Markets: Korean content achieved 44% more viewing than Japanese content and nearly twice that of UK content, indicating Korea's increasing competitiveness in global content exports, particularly driven by popular series like Squid Game.
- Rising Global Influence: Maria Rua Aguete, Head of Media & Entertainment at Omdia, noted that Korea's success reflects a broader shift in the entertainment industry, with audiences increasingly embracing stories across language and geography, highlighting the rapid growth in international demand for Korean productions.
- Strategic Importance of Content Ecosystem: Korea's content ecosystem combines world-class creators, strong intellectual property, and innovative production techniques, forming a sustainable content production capability that helps solidify Korea's position in the global streaming market.
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- Shipment Decline: According to Omdia's latest forecast, global XR headwear shipments are expected to decline by 12% to 6.2 million units in 2026, negatively impacting revenue for manufacturers in this sector.
- XR Glasses Market Growth: Despite the overall shipment decline, the rapid expansion of XR glasses is projected to drive market recovery in 2027, with shipments expected to rise to 6.5 million units, reflecting a 4.8% increase as consumers favor lighter devices.
- Standalone XR Headset Decline: The standalone XR headset category is forecasted to see a 15% drop in shipments to 4.7 million units in 2026, marking the fifth consecutive year of decline since the pandemic peak in 2021/22, leaving future growth prospects uncertain.
- Maturing Technology and Market Adaptation: As hardware matures and spatial computing capabilities improve, standalone XR glasses are expected to grow rapidly over the next five years, although shipments are only projected to reach 93,000 units in 2026, indicating significant potential in this niche market.
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- Subscriber Growth Forecast: Netflix is projected to approach 400 million global subscribers by 2031, reinforcing its position as the world's leading subscription streaming platform despite increasing merger activity in the industry.
- Audience Scale Expansion: Omdia forecasts that Netflix's monthly audience will exceed one billion by 2027, demonstrating sustained growth in its global reach and influence, which further enhances its competitive edge in the market.
- Industry Consolidation Trend: Omdia's analysis indicates that strategic consolidation will play a crucial role in the next phase of streaming competition, with a potential HBO Max and Paramount+ merger expected to attract approximately 175 million subscribers by 2031, positioning it among the world's top five streaming platforms.
- Evolving Competitive Landscape: As YouTube continues to expand its influence, Omdia anticipates that its monthly active users will reach 2.7 billion by 2026, indicating that competition in the streaming market is no longer limited to individual platforms but is extending into a broader audiovisual ecosystem.
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- New Principal Analyst: Omdia has appointed Theresa Lanowitz as Principal Analyst, focusing on vulnerability and risk management in cybersecurity, leveraging her extensive experience in software development and cybersecurity leadership to provide deep industry insights.
- Rich Industry Background: Prior to joining Omdia, Lanowitz served as Chief Evangelist at LevelBlue, an AT&T cybersecurity spinoff, where she led strategic marketing and industry outreach, showcasing her leadership capabilities and market influence in cybersecurity.
- Clear Research Focus: At Omdia, Lanowitz will concentrate on helping organizations identify, prioritize, and address security risks, particularly in the context of rapidly adopting new technologies, ensuring clients can make informed decisions to enhance their cybersecurity strategies.
- Driving Innovation and Competitive Advantage: Lanowitz emphasizes that aligning cybersecurity with business strategies is crucial for enhancing cyber resilience, enabling organizations to build trust and resilience as technology evolves, thereby driving innovation and improving business outcomes.
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- Significant Revenue Growth: According to Omdia's research, semiconductor revenue grew 27% in Q1 2026 from Q4 2025, reaching $319 billion, indicating sustained industry momentum, with expectations for 1H26 revenue to surpass $700 billion.
- Memory Market Outperformance: Memory revenue surged over 80% sequentially in Q1, with NAND revenue nearing $48 billion and increasing 96% QoQ, primarily driven by strong AI and data center demand, highlighting a robust recovery in the memory sector.
- Stable Non-Memory Market: Despite the strong performance of the memory market, non-memory semiconductor revenue grew only 2% in Q1, consistent with historical patterns, reflecting seasonal declines in components like microcontrollers and optics, indicating overall market stability.
- Optimistic Future Outlook: The semiconductor market is expected to continue growing in Q2 2026, with growth rates lower than Q1 but still projected to exceed 20% sequentially, demonstrating strong ongoing demand for semiconductors and the potential for annual revenue to surpass $1 trillion.
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