THB #45: Where The Streamers Are - Dec 2021

I am forever amazed when good reporters get worked by really good corporate publicists. It’s not unlike the disconnect in how things are measured in the current mid-paradigm-shift versus how they were measured by legacy media of just a few years ago… the rules have changed, but many of us are still living by the old rules. Not long ago, access meant getting some truth out of an executive as “payment” for being published. But the balance now leans heavily to the power, not the journalist, as so much of the media is happy to play along.

Anyway… this is a digression, albeit the reason for this newsletter right now.

Really simple… where do the streamers stand as of each company’s last quarterly reporting?

You can really see how the marker breaks into 3 groups

THE HARD CHARGERS

Netflix | Oct 19 | 214m | up 18m | ARPU $11.68

Disney+ | Oct 2 | 118.1m | up 44.4m | ARPU $4.12
Hulu | Oct 2 | 43.8M | up 7.2m | ARPU est $12.75

HBO Max | October | 69.4m | up 12.5m| ARPU (dom only) $11.82

THE STILL WADING
P…