![]() (But probably will.)ĭisney+ with ads launched in the U.S. Finally, let’s not forget that Disney does not yet own Hulu outright, just a majority share, and possibly may not have it at all come next year. And of course the clear fact that we’re combining four services here to reach the overall number. There are asterisks here, however, like the crossover between Disney+, ESPN+, and Hulu for subscribers to the discounted Disney Bundle. Technically, that’s 4.95 million more subs than Netflix had as of New Year’s Eve. Disney+Īll-in, The Walt Disney controlled 235.7 million streaming subscriptions at the end of calendar 2022, which is technically the company first fiscal quarter of 2023. The company has already licensed a bunch of its programming, including “Westworld,” to launch branded FAST channels at Tubi and The Roku Channel. Discovery plans to launch its own FAST (free, ad-supported streaming television) in the future. Discovery’s direct-to-consumer revenue was $2.451 billion. ![]() The DTC business recorded a $217 million loss in Q4, a relatively small portion of the bath WBD took on its spreadsheets in Q4. The company is hosting a big event to roll out the combined service, still untitled and unpriced, on April 12.Īnyway, the company added 1.1 million direct-to-consumer subscribers in the fourth quarter of 2022, bringing the total - which includes linear HBO - to 96.1 million. Discovery is still working on combining HBO Max and Discovery+ (though it also intends to keep a standalone Discovery+), but we’ll combine them here like WBD does for its financial reporting. Paramount Global’s direct-to-consumer revenue was $1.396 billion in the fourth quarter of 2022. And why not? It sure worked for “Yellowstone.” Showtime programming isn’t going anywhere - it’s a franchise frenzy over there, with multiple spinoffs for “Billions” and “Dexter.” It also sounds like “Ray Donovan” and “Tulsa King” might get a similar treatment. In September, the linear Showtime channel and the highest-priced Paramount+ tier will be rebranded as “Paramount+ with Showtime.” The streaming plan’s price will go up by $2 per month Showtime’s own OTT service will be shuttered. There’s a whole lot going on with Paramount+ and Showtime right now. (FAST service Pluto TV saw its monthly active users - MAUs - reach “nearly” 79 million.) With Showtime OTT and some other niche services, Paramount’s overall global DTC sub-count crossed 77 million. ![]() The Paramount Global core streaming service added 9.9 million subs, reaching “nearly” 56 million in Q4. Paramount+ is coming off its best quarter for adding subscribers since its launch. ![]() Dana Delany as Margaret and Sylvester Stallone as Dwight Manfredi in Paramount+ original “Tulsa King” Brian Douglas/Paramount+ Paramount+ Peacock had a free tier, which NBCU recently scrapped (that was always part of the plan, IndieWire is told). Peacock’s fourth-quarter revenue was $660 million, not nearly enough to flip to profitability. And 2023 is expected to be the service’s peak loss year Comcast president Michael Kavanaugh said he plans to lose about $3 billion from Peacock this year. Across all of 2022, Peacock absorbed a $2.5 billion loss. With a strong final quarter, Peacock finally crossed 20 million subscribers at the end of 2022 - but it came at a price.įor starters, there was the $978 million loss in Q4’s adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization).
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