Podcast Episode 3: Latest HBO Max Numbers; Debating the Growth of vMVPDs; Fire TV and Google TV Data from CES
Podcast Episode 3 is live! This week Mark Donnigan and I discuss: The Latest HBO Max Numbers; Debating the Growth of vMVPDs; Fire TV and Google TV Data from CES. (www.danrayburnpodcast.com)
This week we breakdown the latest HBO Max/HBO subscribers numbers just released by AT&T and question how the industry should define sub growth. While 73.8M sounds like a big number, the service had 61M at the end of 2020 and won’t have day-in-date releases this year. We also debate some of the latest “estimates” released on vMVPD subscriber growth and highlight the challenges faced with vMVPD packages now averaging $65 a month. We also touch on some of the latest numbers given out at the CES show around Five TV device sales and Google TV adoption.
Companies and services mentioned: HBO Max, Fire TV, Peacock TV, Sling TV, Hulu, Disney, Netflix, Discovery, WarnerMedia, Apple, Roku, Samsung, TCL, Google TV, YouTube TV, fuobTV, Philo, DIRECTV STREAM, PlayStation Vue, ESPN+, Comcast, AT&T, Fastly, Cloudflare, Brightcove, Limelight Networks, Haivision, Kaltura, Qumu, Vimeo, Twitter, Akamai.
Executives mentioned: Jay Utz, Noah Levine, Robert Coon, Guy Paskar, David Belson.