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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
- Disney+, including Hotstar: 118.1 million subscribers (up 11.7 million from last quarter); $4.41 global ARPU (up $0.29 per month from last quarter)
- Hulu subscription video on demand, or SVOD, only: 40.9 million subscribers (up 1.2 million from last quarter); $12.96 ARPU (up $0.21 from last quarter)
- Hulu SVOD+Live TV: 4.3 million subscribers (up about 300,000 from last quarter), $87.01 ARPU (up $2.12 from last quarter)
- ESPN+: 21.3 million subscribers (up 4.2 million from last quarter), $5.16 ARPU (up $0.42 from last quarter)
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+
- In September, a showbiz union representing behind-the-scenes workers says Apple claimed fewer than 20 million Apple TV+ subscriptions in the U.S. and Canada as of July 1. Apple did not update Apple TV+ subscribers this quarter.
- Apple hasn’t broken out ARPU for Apple TV+
Ted Lasso on Apple TV+
Source: Apple Inc.
NBCUniversal’s Peacock
- Peacock reported 24.5 million U.S. monthly active accounts, more than 9 million of which were paid members. (The free tier is ad-supported.)
- Average revenue per user (ARPU) for Peacock is approaching $10 when both subscriptions and advertising are combined, according to Comcast CEO Brian Roberts. (Up from $6 to $7 estimates from 2020)
- Three tiers: Free with commercials, $4.99 a month for fewer ads and more content, $9.99 a month ad-free.
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
Spongebob Squarepants
Source: Viacom | Wikipedia
Starz
WarnerMedia’s HBO and HBO Max
- 73.8 million global subscribers (up about 4.4 million from last quarter)
- 46.8 million domestic subscribers (up about 1.6 million from last quarter)
- Domestic ARPU is $11.15 (down about $0.67 from last quarter)
AT&T said last year HBO Max would have between 120 million and 150 million subscribers by 2025, including its advertising-based video on demand subscribers, which pay just $9.99 for the service (compared to $14.99 without ads). AT&T is in the process of merging WarnerMedia, which owns HBO Max, with Discovery Communications. That deal is expected to close as soon as April.
V Anderson | WireImage | Getty Images
Discovery
- 22 million direct-to-consumer subscribers (up 2 million)
- ARPU: About $7 last quarter. ($4.99 per month, including advertisements; $6.99 per month without ads)
AMC Networks
- Ended 2021 with more than 9 million aggregate paid streaming subscribers
- ARPU: ? (Plans start at $6.99 per month)
Bob Odenkirk is Jimmy McGill aka Saul Goodman, a lawyer and a former scam artist from “Better Call Saul.”
AMC
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