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Streaming Service Subscribers: A snapshot of current levels, May 2021

Most of the big players in the streaming wars have been releasing their latest numbers to investors, including how their respective streaming properties. Here is a quick snapshot of where some or most of the bigger players in the industry are with their subscriber levels.

ViacomCBS:
In their Q1 earning report, ViacomCBS states that have 36 million total streaming subscribers, lead by Paramount+, and Global Pluto TV Monthly Active Users (MAUs) reach about 50 million. Streaming revenue rose 65% year-over-year, now at $816 million for Q1.

NETFLIX:
Quarterly revenue is now at $7.16 billion, up $1.4 billion from the same period in 2020. Worldwide, the leading streaming service has 207.6 million paid subscribers.

DISNEY:
Disney, with three major streaming services, as a total reach of 159 million subscribers. Disney+ leads the way with just under 104 million subscribers. HULU has 41.6 million subs, with 3.8 million of those doing both SVOD and Live TV. ESPN+ now has 13.8 million subs. Total revenue from this segment is at $4 billion (Q2 Earnings).

AT&T:
Q1 numbers show that AT&T, with its HBO and HBO Max services, has nearly 64 million global subscribers. Total subscription revenues are up to $3.8 billion and the domestic APRU, which I believe is the average price paid for each subscriber, is at $11.72.

COMCAST:
The media giant reports in its Q1 earnings report that Peacock has 42 million "sign-ups". They don't assign a direct revenue number to streaming, but its NBCUniversal total MEDIA revenue is at just over $5 billion.

AMAZON:
Amazon Prime announced that it now has more than 200 million subscribers. The services includes more than just its streaming service, including free shipping, music, and other services for about $119 per year.

APPLE:
Finding solid numbers for Apple TV+ is not easy. Apple's quarterly earning report throws tApple TV+  in its "Services" category, which includes about everything that is not a "Product". Looking at some online reports from January 2021, 62% off all of its subscribers were on a free promotion. Apple TV is currently priced at $4.99 per month. Statista estimates there are about 40 million users, at the end of 2020, which places only 13.2 million users on the paid level.


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