News Roundup: Updated HBO Max Subs; Disney and Paramount Investor Days, Nielsen TV Ratings; Streaming Fitness Apps; Roku Stock

Here’s a rundown of some interesting news over the past few days with links to the stories on LinkedIn where discussions are taking place:

• Roku’s stock chart over the last 6 months has been pretty incredible, with Roku’s stock going from $113 – $317. Once they get a deal done with HBO Max, expect Wall Street to like it even more. https://www.linkedin.com/feed/update/urn:li:activity:6742492275701493760/
• ViacomCBS plans to hold an investor day early next year to discuss its streaming strategy for Paramount Plus, including an update on the content slate, their distribution and marketing strategy as well as an update on Pluto TV, Showtime OTT and their entire streaming ecosystem. https://www.linkedin.com/posts/danrayburn_cbsallaccess-showtime-paramountplus-activity-6742488093514850305-Kbg2
• At an investor conference, AT&T CEO John Stankey says HBO Max has added another four million subs to reach 12.6M as of early December. Their goal is 50M U.S. subs and 75M – 90M subs globally by 2025. https://www.linkedin.com/posts/danrayburn_hbomax-streamingmedia-activity-6742456436393050112-7U3s
• 2020 has seen a massive rise in consumption of media, but has anyone done analysis on streaming fitness apps? Peloton had  3.1 million members in total with 1.09 million being connected fitness subscribers at the end of Q3. https://www.linkedin.com/posts/johnbenjaminclifton_streamingvideo-fitnessapps-ottvideo-activity-6742118520730984448-bqlT
• Nielsen Plans TV-Ratings Overhaul by 2024 With Focus on Multi-Screen Audience, but why is this taking them so long? https://www.linkedin.com/posts/danrayburn_nielsen-plans-tv-ratings-overhaul-by-2024-activity-6742153995202138112-Bv-h
• The Walt Disney Company will webcast its Investor Day 2020 on December 10, 2020. The event, focused on the Company’s direct-to-consumer streaming services, is scheduled to begin at approximately 4:30 p.m. ET / 1:30 p.m. PT.  The Investor Day is expected to last approximately four hours. https://thewaltdisneycompany.com/disney-investor-day-2020/