Tag: arpu

Netflix crushed Q1 2025 earnings with $10.54B in revenue and a 32% operating margin, but the real shift came with its decision to stop reporting subscriber counts—signaling a permanent pivot from growth optics to monetization metrics. By ditching the outdated…

Australia’s video market is projected to hit $12.3 billion by 2030, driven by digital dominance from YouTube and Netflix. The fight has shifted from subscriber growth to monetization, with ad-supported tiers and sports rights becoming key battlegrounds. Bundling is also…

Kirby analyzes how Apple TV+ continues to lag behind in the streaming race, despite an ephemeral bump in market share from 7% to 8% in Q1 2025, driven by the return of Severance. He argues that high ARPU and prestige…

The Wrap compares how major streamers stack up in subscribers and revenue, highlighting Netflix’s dominance with 301.63 million subscribers—well ahead of Disney+ (203.8M), Warner Bros. Discovery (116.9M), Paramount+ (77.5M), and Peacock (36M). Netflix also leads in ARPU at $17.26 in…

Skip unpacks Disney’s Q1 2025 earnings, which highlight a shift toward profitability over subscriber growth. Total revenue reached $24.69 billion (up 5%), while operating income surged 30.5% to $2.64 billion. Streaming posted a $293 million operating profit, a major turnaround…

TVREV highlights that Apple TV+'s 43% price hike in Q4 2023 drove a 33% increase in UCAN revenue and significantly boosted ARPU, despite a rise in churn. The platform’s focus on premium original content, which ranks third in demand share,…

The Wrap examines how major streamers are faring as direct-to-consumer strategies deliver results. Netflix leads with 282.7 million subscribers and $17.06 ARPU, followed by Disney+ and Warner Bros. Discovery showing strong growth. Paramount+ and Peacock added subscribers but face profitability…

Vizio reported revenue growth for Q3 2024, driven by increases in platform income from advertising and partnerships. Total revenue rose 4% year-over-year to $445 million, with Platform+ revenue up by 26% to $197 million, largely due to a 31% jump…

Fubo’s Q3 2024 report shows 21% revenue growth in North America to $377 million, with a 9% rise in subscribers and a 2.5% increase in ARPU. Its new Channels business aims to boost profitability through 5-20% revenue shares and reduce…

Roku reported a record $1.062 billion in Q3 revenue, a 16% year-over-year increase driven by advertising and engagement on its platform. Alongside the earnings, Roku announced it would shift its focus from reporting streaming households and ARPU to streaming hours,…