This week we breakdown earnings from Disney including the new subscriber numbers and ARPU they announced for Disney+, Hulu and ESPN+, while also losing $593 million in their D2C business in Q4 2021. We also detail earnings at Vimeo along with some major problems in their business and multiple changes they announced regarding their go-to-market strategy. Other news highlighted include revenue numbers from FOX Corporation, new bundling pricing from fuboTV, Brightcove's appointment of a new CEO and the problem many in the media and industry have separating facts versus opinions.
Companies and services mentioned: Disney+, ESPN+, Hulu, Disney Streaming Services, FOX Corporation, Tubi, Vimeo, Brightcove, fuboTV, Needham & Co., Netflix, Allure Security, Discovery, WarnerMedia, Innovid, TVSquared, Roku, Peloton.
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