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

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

Bob Chapek

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

Disney’s earnings report Wednesday instructed a well-recognized story for its streaming service, Disney+: Subscriber counts are nonetheless rising, however the development is slowing.

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

Slowing development was additionally the story at AT&T’s WarnerMedia and ViacomCBS. NBCUniversal’s Peacock added “a few million more subscribers” however did not reveal a brand new determine.

Only Netflix bounced again this quarter, reporting 4.4 million subscriber internet additions in comparison with simply 1 million provides in its second quarter. Netflix is anticipating an excellent greater bounce subsequent quarter, forecasting 8.5 million new subscribers on the energy of “Squid Game” and other buzzy content material coming to the service earlier than yr finish, together with “Tiger King 2.”

The slowing development amongst most streaming providers might counsel pandemic good points are waning as extra folks return to exterior actions and out-of-home work.

Still, the overall 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 yr forecasts. And whereas pandemic good points might have slowed, manufacturing slowdowns and shutdowns have additionally ended, which can result in a surge of recent content material for the entire streaming providers.

Determining who’s successful and shedding the sport is not straightforward. A easy option to gauge that’s by complete subscribers and common income per person, or ARPU. But not each firm reveals these numbers.

Here’s a rundown of the place all the key streaming providers stand after reporting earnings for the calendar third quarter:

Netflix

  • 214 million world paying subscribers (up about 4.4 million from final quarter)
  • 74.02 million subscribers in U.S. and Canada (up 0.07 million)
  • Average 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 complete world subscribers and clear regional transparency round paying prospects and ARPU. It bounced again in Q3, including 4.4 million world subscribers after simply 1 million the earlier quarter.

Disney

  • Disney+, together with Hotstar: 118.1 million subscribers, $4.12 world 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+Live 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

Apple

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 dad or mum firm of CNBC, didn’t share an up to date sign-ups quantity for Peacock, although NBCUniversal CEO Jeff Shell stated throughout an earnings name that the streaming service “added a few million more subs” throughout Q3. The firm has not launched an official determine for ARPU, however NBCUniversal estimated final yr that Peacock would ship a mixed $6 to $7 a month amongst its three tiers.

WarnerMedia’s HBO and HBO Max

ViacomCBS

Discovery

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

Starz

AMC Networks

  • Total subscribers: ?
  • ARPU: ?

AMC Networks did not share subscriber numbers but reaffirmed that it’s on target to reach 9 million paid subscribers by the tip of the yr, an announcement it first made in August. AMC Networks expects to have 20 million to 25 million subscribers by 2025.

Disclosure: NBCUniversal is the dad or mum firm of CNBC.

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