Business

Disney+, Netflix, and other streaming services: Subs, ARPU, Q3 2021

Bob Chapek

Jeff Gritchen | MediaNews Group | Orange County Register through Getty Pictures

Disney‘s earnings report Wednesday informed a well-known story for its streaming service, Disney+: Subscriber counts are nonetheless rising, however the progress is slowing.

Disney introduced added 2.1 million subscribers for its fiscal fourth quarter, which ended Oct. 2. That is down from 12.6 million added the earlier quarter.

Slowing progress was additionally the story at AT&T‘s WarnerMedia and ViacomCBS. NBCUniversal’s Peacock added “a couple of million extra subscribers” however did not reveal a brand new determine.

Solely Netflix bounced again this quarter, reporting 4.4 million subscriber web additions in comparison with simply 1 million provides in its second quarter. Netflix is anticipating an excellent larger bounce subsequent quarter, forecasting 8.5 million new subscribers on the power of “Squid Sport” and different buzzy content material coming to the service earlier than 12 months finish, together with “Tiger King 2.”

The slowing progress amongst most streaming companies might recommend pandemic positive aspects are waning as extra individuals return to exterior actions and out-of-home work.

Nonetheless, the final development of linear TV cancellations and streaming signups seems to be persevering with. Disney, WarnerMedia and AMC Networks all reaffirmed earlier full-year and future 12 months forecasts. And whereas pandemic positive aspects might have slowed, manufacturing slowdowns and shutdowns have additionally ended, which can result in a surge of latest content material for all the streaming companies.

Figuring out who’s profitable and dropping the sport isn’t easy. A easy option to gauge that’s by taking a look at whole subscribers and common income per person, or ARPU. However not each firm reveals these numbers.

This is a rundown of the place all the key streaming companies stand after reporting earnings for the calendar third quarter:

Netflix

  • 214 million international paying subscribers (up about 4.4 million from final quarter)
  • 74.02 million subscribers in U.S. and Canada (up 0.07 million)
  • Common income per unit, or ARPU, for U.S. and Canada: $14.68 (up $0.14)

Netflix continues to outpace the remainder of the streaming world with whole international subscribers and clear regional transparency round paying prospects and ARPU. It bounced again in Q3, including 4.4 million international subscribers after simply 1 million the earlier quarter.

Disney

  • Disney+, together with Hotstar: 118.1 million subscribers, $4.12 international ARPU (up about 2.1 million from final quarter)
  • Hulu subscription video on demand, or SVOD, solely: 39.7 million subscribers, $12.75 ARPU (up about 600,000)
  • Hulu SVOD+Stay TV: 4 million subscribers, $84.89 ARPU (up about 300,000)
  • ESPN+: 17.1 million subscribers, $4.74 ARPU (up 2.2 million)

Amazon Prime Video

  • In April, Jeff Bezos mentioned greater than 175 million Amazon Prime members had streamed exhibits and films prior to now 12 months. No updates got through the second or third quarters.
  • Prime memberships value $12.99 a month or $119 a 12 months however supply many advantages aside from streaming video — together with free one-day or two-day transport on most Amazon packages. Amazon doesn’t escape ARPU.

Apple

  • Apple TV+ subscribers: ? (No updates given throughout third-quarter earnings)
  • ARPU: ?

Apple has not revealed subscriber numbers because it launched in 2019. A spokesperson from the Worldwide Alliance of Theatrical Stage Staff, a showbiz union that represents behind-the-scenes employees, told CNBC in September that Apple claimed lower than 20 million subscribers within the U.S. and Canada as of July 1. In September, Apple noticed its sports activities comedy “Ted Lasso” convey residence seven Emmy Awards, an indication that the corporate’s streaming aspirations are beginning to resonate with customers.

NBCUniversal’s Peacock

  • 54 million “sign-ups” as of July (no replace in 3Q)
  • ARPU: ?
  • Three tiers: Free with commercials, $4.99 a month for fewer advertisements and extra content material, $9.99 a month ad-free

Comcast‘s NBCUniversal, the mother or father firm of CNBC, didn’t share an up to date sign-ups quantity for Peacock, although NBCUniversal CEO Jeff Shell mentioned throughout an earnings name that the streaming service “added a couple of million extra subs” throughout Q3. The corporate has not launched an official determine for ARPU, however NBCUniversal estimated last 12 months that Peacock would ship a mixed $6 to $7 a month amongst its three tiers.

WarnerMedia’s HBO and HBO Max

ViacomCBS

Discovery

Nearly all of Discovery’s 20 million subscribers are from flagship product Discovery+, although Discovery would not escape a selected determine. Different Discovery streaming merchandise embrace Eurosport Participant and GolfTV.

Starz

AMC Networks

  • Whole subscribers: ?
  • ARPU: ?

AMC Networks didn’t share subscriber numbers however reaffirmed that it is on course to reach 9 million paid subscribers by the top of the 12 months, a press release it first made in August. AMC Networks expects to have 20 million to 25 million subscribers by 2025.

Disclosure: NBCUniversal is the mother or father firm of CNBC.

Source link

news7h

News7h: Update the world's latest breaking news online of the day, breaking news, politics, society today, international mainstream news .Updated news 24/7: Entertainment, Sports...at the World everyday world. Hot news, images, video clips that are updated quickly and reliably

Related Articles

Back to top button