Tag: subscriber growth

AMC Networks crossed a major inflection point as streaming became its largest source of U.S. revenue in Q4, with streaming revenue up 17% to $177 million and now surpassing affiliate fees. The growth was driven primarily by price increases across…

Fubo ended Q4 2025 with 6.2 million North American subscribers, about 100,000 fewer than before its Hulu + Live TV merger. The company posted a $96.3 million pro forma loss on $1.5 billion in revenue, with individual performance hidden by…

Peacock missed its 2024 breakeven target, posting a $552 million Q4 loss despite reaching 44 million paid subscribers. NBCUniversal’s original pitch, that advertising, sports, and bundling would drive profitable scale, failed to materialize, with costs outpacing revenue and key assumptions…

Spotify is raising U.S. Premium prices to $12.99 per month in February, marking its second price hike in under a year. The move comes as the company doubles down on video, creator monetization, and Premium-led growth under new co-CEOs Gustav…

Kirby outlines 7 pragmatic predictions for where streaming is headed, spotlighting shifts in spending, control, and what success actually looks like. The real power isn’t in content libraries but in owning access, distribution, and the customer relationship. As the dust…

Starz reported a wider Q3 loss of $52.6 million as linear subscriber declines outpaced OTT gains, pulling revenue down 8% to $320.9 million. U.S. OTT subs grew by 110,000, but total U.S. subs still fell by 130,000, showing digital traction…

Disney ended fiscal 2025 with strong streaming gains, up 39% in DTC income and record Hulu growth, but its longest-ever blackout with YouTube TV exposed deep structural risks. The standoff underscores a bigger problem: Disney’s streaming momentum can’t offset the…

Kirby breaks down why Fox streamed the Super Bowl on Tubi but kept the World Series off. The key? Control. The NFL deal gave Fox full flexibility to experiment with reach, while MLB’s rights mess made free streaming too risky.…

Warner Bros. Discovery posted a mixed Q3, with studio revenue up 23% thanks to box office hits and streaming profits rising 19% despite flat revenue and falling ARPU. Linear TV continued its steep decline, with ad and content revenue sliding…

Comcast reported a steadier but stagnant Q3 for Peacock, with reduced losses ($217M) and flat subscriber growth (41M). The platform is now cost-controlled and stable, but it is not driving growth. This reflects broader challenges as Comcast’s core connectivity businesses…