This week, we break down Q4 earnings data from Comcast, Verizon, Apple, AT&T, and Charter and discuss pricing and bundling trends in OTT services. We also highlight new subscriber numbers reported by Peacock TV and HBO Max, as well as the latest pay TV loss numbers reported by cable operators. We also debate the global TAM for streaming media households, estimated by Netflix at 600-800 million, and question why, if that number is accurate, Netflix is struggling to grow 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.

Podcast produced by Security Halt Media