Earnings season is upon us again, and StreamTV Insider is tracking Q2 results from streaming services, programmers, pay TV operators and broadcasters throughout the period.
Be sure to check out FierceWireless and FierceTelecom for their earnings coverage in the wireless and wireline sectors. And for a look back, check out our coverage of Q1 2023 results.
Netflix
Netflix added 5.9 million subscribers globally in Q2 amid a broad paid sharing rollout in May, but the subscriber gains weren’t enough to placate Wall Street as Netflix stock declined following the earnings report that missed slightly on revenue and declines in average revenue per member (ARM). During the earnings call Netflix executives reminded investors that they belief business impacts from efforts such as paid sharing and its plan with ads will be a gradual ramp and start showing up in results over multiple quarters.
- see our coverage here and here, plus analysis from TVREV’s Alan Wolk here.
- visit Netflix's investor relations page
- reported Wednesday, July 19
TelevisaUnivision
TelevisaUnivision touted success for the premium tier of its Spanish-language ViX streaming service, which helped drive subscription and licensing revenue growth of 14% year over year, totaling $453 million in Q2. Executives on the call discussed a complementary programming strategy across linear and streaming with AVOD and premium ViX tiers, highlighting an example employed in Mexico this June.
- for the details, check out our coverage here
- visit TelevisaUnivision's investor relations page
- reported July 20
Upcoming
Alphabet (Google/YouTube)
- visit Alphabet’s investor relations page
- reports Tuesday, July 25, after market close
Amazon
- visit Amazon's investor relations page
Apple
- visit Apple's investor relations page
- reports Thursday, August 3, after market close
AMC Networks
- visit AMC's investor relations page
Charter Communications
- visit Charter's investor relations page
- reports Friday, July 28, before market open
Comcast/NBCUniversal
- visit Comcast's investor relations page
- reports Thursday, July 27, before market open
CuriosityStream
- visit Curiosity Stream's investor relations page
Dish Network
- visit Dish's investor relations page
E.W. Scripps
- visit E.W. Scripps investor relations page
- reports Friday, August 4, before market open
Fox
- visit Fox's investor relations page
Fubo
- visit fuboTV's investor relations page
- reports Friday, August 4, before market open
LG
- visit LG’s investor relations page
- reports Thursday, July 27
Lionsgate
- visit Lionsgate's investor relations page
- reports Wednesday, August 9, after market close
Nexstar Media
- visit Nexstar's investor relations page
- reports Tuesday, August 8, before market open
Paramount Global
- visit Paramount’s investor relations page
- reports Monday, August 7, after market close
Roku
- visit Roku's investor relations page
- reports Thursday, July 27, after market close
Samsung
- visit Samsung’s investor relations page
- reports July 27
Sinclair Broadcast Group
- visit Sinclair's investor relations page
Tegna
- visit Tegna's investor relations page
- reports Thursday, August 3, before market open
Vizio
- visit Vizio's investor relations page
- reports Tuesday, August 8, after market close
The Walt Disney Company
- visit Disney's investor relations page
- reports Wednesday, August 9, after market close
Warner Bros. Discovery
- visit Warner Bros. Discovery’s investor relations page
- reports Thursday, August 3, before market open
Xperi (TiVo)
- visit Xperi’s investor relations page
- reports Wednesday, August 9, after market close