Discover and read the best of Twitter Threads about #DunePart2
Most recents (1)
Habemus Numbers!!!
During #WBD’s Q3 2022 Earnings Report (JUL-SEP), it’s unveiled 2.8M boost in global DTC subscriptions, citing #HouseOfTheDragon as the main catalyst, but coming below #WallStreet’s 3.3M estimates, reaching 94.9M total #HBOMax+#HBO+#DiscoveryPlus subscribers
1/
During #WBD’s Q3 2022 Earnings Report (JUL-SEP), it’s unveiled 2.8M boost in global DTC subscriptions, citing #HouseOfTheDragon as the main catalyst, but coming below #WallStreet’s 3.3M estimates, reaching 94.9M total #HBOMax+#HBO+#DiscoveryPlus subscribers
1/
According to #WBD, total subscriptions in the US grew 500k, to 53.5M subscribers, and an ARPU of $10.66, a +1.1% increase
Meanwhile overseas markets were the main driver in subscriptions growth, adding 2.3M on Q3 2022, for a 41.4M international total,with an ARPU of just $3.68
2/
Meanwhile overseas markets were the main driver in subscriptions growth, adding 2.3M on Q3 2022, for a 41.4M international total,with an ARPU of just $3.68
2/
Streaming and subscriptions alone were responsible for 2.3B in revenue, -6% compared to Q3 2021.
Ads revenue more than doubled to $106M, as #HBOMax Ad-tier keeps growing in subscribers.
Even so, overall streaming Costs increased +22% to almost 3B, putting DTC -634M in the red.
3/
Ads revenue more than doubled to $106M, as #HBOMax Ad-tier keeps growing in subscribers.
Even so, overall streaming Costs increased +22% to almost 3B, putting DTC -634M in the red.
3/
