This week we breakdown the latest HBO Max/HB0 subscribers numbers just released by AT&T and question how the industry should define sub growth. While 73.8M sounds like a big number, the service had 61M at the end of 2020 and won’t have day-in-date releases this year. We also debate some of the latest “estimates” released on vMVPD subscriber growth and highlight the challenges faced with vMVPD packages now averaging $65 a month. We also touch on some of the latest numbers given out at the CES show around Five TV device sales and Google TV adoption.
Companies and services mentioned: HBO Max, Fire TV, Peacock TV, Sling TV, Hulu, Disney, Netflix, Discovery, WarnerMedia, Apple, Roku, Samsung, TCL, Google TV, YouTube TV, fuobTV, Philo, DIRECTV STREAM, PlayStation Vue, ESPN+, Comcast, AT&T, Fastly, Cloudflare, Brightcove, Limelight Networks, Haivision, Kaltura, Qumu, Vimeo, Twitter, Akamai.
Executives mentioned: Jay Utz, Noah Levine, Robert Coon, Guy Paskar, David Belson.
Links to articles mentioned:
AT&T says they ended 2021 with "approximately 73.8 million total global HBO Max and HBO subscribers
Growth of vMVPD Services Stalling: Sling TV Added Only 260,000 Subs in 4 Years
Amazon says they have now sold over 150 million Fire TV devices globally
NBCU says that Premium Peacock customers will be able to stream every minute of every live event of the 2022 Winter Olympics, "All in One Place"
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