![]() ![]() If done successfully, these actions can accelerate revenue growth in a material way and easily make up for any revenue shortfall coming from the lower pricing model.”įor the moment, investors are energized that the industrywide panic Netflix caused by losing about 1.2 million subscribers during the first half of the year may have been overblown. “With 223 million subscribers and a huge lead on the competition in almost every major market, Netflix still has a lot of room to grow and capture the share in a price-sensitive market,” said Haris Anwar, senior analyst at “That means more growth opportunities from the company’s ad-supported service and its password-sharing initiative. HBO Max and Discovery+ boasts 92 million direct-to-consumer video streaming subscribers, with plenty of room to scale up once content is bundled under one platform. Combining HBO, Discovery, and CNN’s news coverage is a priority at the nation’s No. Discovery is lurking in the background as CEO David Zaslav cobbles together what can be a formidable challenger for both Disney and Netflix. ![]() “Netflix’s new ad-tier is a good start, but they still have to work at being more nimble and dynamic with packaging and bundling to continue competing with the likes of Disney and HBO.”Ĭertainly, Warner Bros. “It’s a new era of competition in streaming and the race is on to create the right offer, for the right subscriber, at the right time,” said Tien Tzuo, chief executive of Zuora, a software company that helps companies manage subscription-based businesses. ![]() Disney has about 221 million subscriptions across its bundle of services, and plans to offer a lower-priced advertising tier for Disney+ in December for $7.99 a month. Netflix, which added 2.4 million subscribers during the third quarter to a total of 223.09 million globally, rolls out its ad-based subscription tier for $6.99 a month in November. ![]() Discovery’s CFO Has Analysts Charmed – but Investors Aren’t Buying It ![]()
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