internet/streaming notes

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  •  5.03 billion people connected to the internet

Netflix

222 million global paying subscribers (up about 8.3 million)

    • 75.22 million paid memberships in U.S. and Canada (increased 1.19 million from last quarter)
    • Average revenue per user, or ARPU, for U.S. and Canada is $14.78 (up $0.10 since last quarter)

    •                   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

  • Amazon Prime Video

    • Amazon increased the price of its annual Prime membership for the first time in four years to $139 from $119. The cost of monthly prime memberships will increase to $14.99 from $12.99. This change went into effect Feb. 18 for new members and will kick in March 25 for current members.
    • In April, founder Jeff Bezos said more than 175 million Amazon Prime members had streamed shows and movies in the past year. No updates have been given in the last three quarters.

  • 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+

  • 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.

  • 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

  • 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)

  • Starz

    • 19.7 million global streaming subscribers (up 1.7 million since last quarter)
    • ARPU about $5.90.

  • 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)

  •    Distribution has moved to streaming

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