Disney+ and HBO Max show streaming strength against Netflix

105

[ad_1]

Zendaya stars as Rue Bennett in HBO’s “Euphoria.”

HBO

When it comes to streaming services, what companies don’t say is often as important as what they do.

A good general rule: The more clarity a company provides about its paying subscribers, the more confident that company is in its streaming performance. Netflix has consistently been a leader in terms of statistical clarity, providing ARPU and subscriber numbers in many regions of the country. Disney is another standout. (Both still don’t break out how many subscribers come from promotional wireless offerings, rather than pure signups, but maybe one day).

Newly named Paramount Global (formerly ViacomCBS) finally revealed specifics about its streaming services, including the number of Paramount+ subscribers (more than 32 million) and its average revenue per user (about $9 per month). Not coincidentally, Paramount also added 9.4 million global streaming subscribers and 10 million Pluto TV users in the quarter, strong results that perhaps suggest longer-term viability for the company than some skeptics had anticipated.

NBCUniversal’s Peacock also revealed more specificity this past quarter, including ARPU near $10. Still, Peacock’s reveal that only 9 million subscribers are paying for the service is an acknowledgment that the service is lagging its paid competition. (NBCUniversal is the parent company of CNBC.)

Apple still hasn’t told investors much about how many people are watching or paying for Apple TV+, a sign it hasn’t gained much traction in the streaming wars.

The following is an updated rundown of where all the major streaming services stand after reporting earnings for the calendar fourth quarter.

Netflix

Disney

The Beatles perform in November 1963.

Getty Images

Amazon Prime Video

Amazon Studios shared its first image of its upcoming untitled “Lord of the Rings” series, due on its streaming service Sept. 2, 2022.

Amazon Studios

Apple TV+

Ted Lasso on Apple TV+

Source: Apple Inc.

NBCUniversal’s Peacock

Peacock is on pace to top the company’s initial projections of 30 million to 35 million monthly active users by 2024. Still, Disney upped its initial projection of 60 million to 90 million subscribers all the way up to 230 million to 260 million, while NBCUniversal hasn’t changed its original estimate yet.

The first quarter of 2022 could be a good one for Peacock, which aired both The Super Bowl and the Winter Olympics on the service.

Paramount

  • More than 56 million global streaming subscribers, 32.8 million of which are Paramount+
  • Paramount+ ARPU: About $9
  • Pluto TV: 64.4 million monthly active users (up 10 million from last quarter)
  • Pluto TV 2021 global ARPU: $1.64; U.S. ARPU: $2.54

The newly named Paramount Global (formerly ViacomCBS) added a record-breaking 9.4 million global streaming subscribers in the fourth quarter, totaling more than 56 million. For the first time, the company broke out Paramount+ subscriber numbers and ARPU figures for Paramount+ and Pluto TV.

Spongebob Squarepants

Source: Viacom | Wikipedia

Starz

WarnerMedia’s HBO and HBO Max

V Anderson | WireImage | Getty Images

Discovery

AMC Networks

Bob Odenkirk is Jimmy McGill aka Saul Goodman, a lawyer and a former scam artist from “Better Call Saul.”

AMC

[ad_2]

Source link