This week we breakdown Q4 earnings data from Comcast, Verizon, Apple, AT&T and Charter and discuss different pricing and bundling trends of OTT services. We also highlight new subscriber numbers given out on Peacock TV and HBO Max as well as the latest number of pay TV losses reported by the cable operators. We also debate the global TAM for streaming media households, estimated by Netflix to be 600-800 million, and question why if that number is accurate, Netflix is having trouble growing faster in low-penetration regions such as Europe and APAC.
Companies and services mentioned: Netflix, Comcast, Peacock TV, Apple TV+, Verizon, Charter, HBO Max, Discovery, Disney+, Spotify, AT&T, Hulu.
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