Parrot Analytics presents the Streaming Report Card on the state of the US streaming industry. The report card is a quarterly recap and analysis of where the biggest players in the industry are sitting, showcasing the link between demand for original series or catalog slates and financial performance.
With Netflix losing two thirds of its value since the beginning of the year, and Wall Street moving the goalposts on what constitutes streaming success, our report offers a concise and comprehensive summary of where each major player stands — and where they are heading — in this high stakes competition for audience attention and subscriber growth and retention.
We analyzed the flagship streaming platforms from the five media companies that now control 70% of all US demand for TV content. This includes Disney (Disney+ & Hulu), the newly formed Warner Bros. Discovery (HBO Max & Discovery+), Paramount Global (Paramount+), NBCUniversal (Peacock), and Netflix. We also included demand data for AppleTV+ and Amazon Prime Video, whose parent companies do not break out subscriber or revenue numbers for their entertainment platforms, but who have achieved success in terms of audience demand share and major awards recognition.
We have combined subscriber and revenue data from corporate earnings reports with our exclusive demand data, one key chart, and commentary to reveal the connections between audience demand and financial performance in the entertainment industry.
To determine the number of new annual and quarterly subscribers alongside total worldwide subscribers, we’ve calculated the difference in new subscribers added for Q1 2022 (Q2 2022 for Disney) and new subscribers added between Q3 and Q4 2021 to determine the increase or decrease percentage.
The Parrot Analytics Streaming Report Card is intended to serve as a longterm resource you can refer back to for your continued industry coverage.