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

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Disney‘s earnings report Wednesday told a familiar story for the streaming service, Disney+: Subscribers are still growing, but growth is slowing.

Disney reported an increase of 2.1 million subscribers in its fiscal fourth quarter, which ended October 2, down from 12.6 million subscribers in the previous quarter.

Slowing growth was also the story in AT&TWarnerMedia and ViacomCBS. NBCUniversal’s Peacock added “a few million subscribers” but did not reveal a new number.

Just Netflix It rebounded this quarter, posting 4.4 million subscribers in net additions compared to just 1 million subscribers in the second quarter. Netflix expects an even bigger rebound next quarter, anticipating 8.5 million new subscribers on the strength of “Squid Game” and other bustling content that will hit the service before the end of the year, including “Tiger King 2”.

Slow growth in most streaming services may indicate that pandemic gains are waning as more people return to outdoor activities and work outside the home.

However, the general trend of canceling linear TV broadcasts and broadcast subscriptions appears to be continuing. Disney, Warner Media and AMC Networks They all reaffirmed previous forecasts for the full year and the year ahead. And while the pandemic gains have slowed, so has the slowdown and production shutdown, which will lead to a surge of new content for all streaming services.

Determine the winner and loser of the game It’s not easy. A simple way to measure this is by looking at total subscribers and average revenue per user, or ARPU. But not every company discloses these numbers.

Here’s a summary of where all of the major streaming services stand after earnings are reported for the third quarter of the calendar:

Netflix

  • 214 million global paying subscribers (up about 4.4 million from last quarter)
  • 74.02 million subscribers in the US and Canada (an increase of 0.07 million)
  • Average revenue per unit, or ARPU, for the US and Canada: $14.68 (up $0.14)

Netflix continues to outperform the rest of the streaming world with total global subscribers and clear regional transparency about paying customers and ARPU. It rebounded again in the third quarter, adding 4.4 million global subscribers after just 1 million in the previous quarter.

Disney

  • Disney+, including Hotstar: 118.1 million subscribers, $4.12 each ARPU (approximately 2.1 million increase from last quarter)
  • Hulu Subscription Video On Demand, or SVOD, only: 39.7 million subscribers, $12.75 per user ARPU (increase of about 600,000)
  • Hulu SVOD + Live TV: 4 million subscribers, $84.89 per ARPU (up around 300,000)
  • ESPN+: 17.1 million subscribers, 4.74 ARPU (up 2.2 million)

Amazon Prime Video

  • In April, Jeff Bezos said there are more than 175 million Amazon Prime members have streamed shows and movies in the past year. No updates were provided during the second or third quarter.
  • Prime membership costs $12.99 per month or $119 per year but offers many benefits beyond streaming video — including free one- or two-day shipping on most Amazon packages. Amazon does not break out ARPU.

An apple

  • For Apple TV + subscribers:? (No updates provided during third quarter earnings)
  • ARPU:?

An apple He hasn’t revealed subscriber numbers since its launch in 2019. A spokesperson for the International Theater Staff Alliance, a showbiz union that represents behind-the-scenes workers, For CNBC in September Apple has just under 20 million subscribers in the US and Canada as of July 1.

NBCUniversal . Peacock

  • 54 million “Subscriptions” As of July (no Q3 update)
  • ARPU:?
  • Three tiers: Free with commercials, $4.99 per month for less ads and more content, $9.99 per month without ads

ComcastNBCUniversal, CNBC’s parent company, did not share Peacock’s updated subscription number, though NBCUniversal CEO Jeff Shell said during an earnings call that the streaming service “added a few million additional subscriptions” during the third quarter. The company has not released an official ARPU number, but NBCUniversal Estimated past In the year that Peacock will make $6-7 per month out of his three tiers.

HBO and HBO Max from WarnerMedia

ViacomCBS

Discovery

The majority of Discovery’s 20 million subscribers are from flagship product Discovery+, although Discovery doesn’t detail a specific number. Other Discovery streaming products include Eurosport Player and GolfTV.

stars

AMC Networks

  • Total subscribers:?
  • ARPU:?

AMC Networks She did not share subscriber numbers, but confirmed that she is on target Reach 9 million paid subscribers By the end of the year, a statement was first released in August. AMC Networks expects to have 20-25 million subscribers by 2025.

Disclosure: NBCUniversal is the parent company of CNBC.

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