Earning season is underway, and FierceVideo is tracking results from streaming media companies, programmers, pay TV operators and more throughout the period.
Be sure to check out FierceWireless and FierceTelecom for their earnings coverage in the wireless and wireline sectors.
Check back here for updates as earnings are reported.
Akamai Technologies
- visit Akamai's investor relations page
- reported November 8
Amazon
- visit Amazon's investor relations page
- reported October 27
AMC Networks
AMC reached 11.1 million paid subscribers as of September 30, with subscription revenue growing 8% year over year. During the company’s quarterly earnings call AMC Networks CEO Christina Spade touted streaming growth in Q3 driven by the company’s management of new and existing franchises.
- visit AMC's investor relations page
- reported November 4
Apple
- visit Apple's investor relations page
- reported October 27
Charter Communications
Charter lost 211,000 net residential video customers in the third quarter, with its base shrinking 4.2% from the same time last year and now standing at 14.64 million. On the earnings call COO Chris Winfrey cited the high price of video as Charter has to pass increased programming rates through to consumers.
- visit Charter's investor relations page
- reported October 28
Comcast/NBCUniversal
Comcast saw pay TV subscriber losses accelerated to 561,000 in Q3, while streaming service Peacock grew its paid subscriber base to 15 million. Analysts from Interpret Research believes Peacock needs blockbuster content in order to take the next step to becoming a major streaming player.
- visit Comcast's investor relations page
- reported October 27
Comscore
Comscore attributed a slight revenue uptick in Q3 to growth in its cross-platform solutions business, which increased 14% year over year to $40.4 million. During the earnings call executives noted renewed and expanded measurement data licensing relationships with Charter Communications and Scripps Networks, saying they’re critical to the company’s growth.
- visit Comscore's investor relations page
- reported November 8
CuriosityStream
CuriosityStream touted its strongest quarterly EBITDA performance since becoming a public company, with an EBITDA loss of $4.2 million - which exceeded the company's guidance range by nearly $5 million. While the streaming service continued to grow direct subscribers, its overall base declined to 23 million, largely due to not renewing an existing bundled agreement.
- visit Curiosity Stream's investor relations page
- reported November 9
Dish Network
Dish Network continued to lose satellite pay TV subscribers (reporting a net loss of about 183,000), but its virtual MVPD Sling TV countered the cord cutting trend with gains of 214,000 subscribers in the quarter. Dish Chairman Charlie Ergen said on the earnings call that he thinks a DirecTV-Dish tie up is still inevitable, although at least one Wall Street research firm sees problems as the company’s debt rises.
- visit Dish's investor relations page
- reported November 2
Edgio
Q3 marked Edgio’s first full quarter after combining Limelight Networks and the recently acquired Edgcast business. Revenue in the period totaled $121.2 million, up from $55.2 million in Q3 2021. Executives touted a record number of bookings for its applications solutions, which include edge, platforms, and security services.
- visit Edgio's investor relations page
- reported November 9
E.W. Scripps
The E.W. Scripps company saw quarterly connected TV revenue jump 57% year over year, as it continued to launch new FAST channels and extend its CTV footprint in the period. Total company revenue was $612 million, including $235 million from Scripps Networks division, fueled by CTV distribution.
- visit E.W. Scripps investor relations page
- reported November 8
Fox
Fox’s free ad-supported streaming TV (FAST) service Tubi posted nearly 30% revenue growth for Q3 as increases in total viewing time (up 53% to reach 1.3 billion hours) helped drive advertising momentum.
- visit Fox's investor relations page
- reported November 1
FuboTV
FuboTV’s North American subscriber count hit a record in Q3, ending the period with 1.23 million paid streaming TV subscribers, up 31% year over year. The vMVPD also saw double-digit year over year growth for total revenue and ad revenue in North America.
- visit fuboTV's investor relations page
- reported November 4
Google/YouTube
Google reported its first-ever quarterly ad revenue decline for YouTube in the third quarter, but said it’s encouraged by Shorts monetization.
- visit Google's investor relations page
- reported October 25
Harmonic
- visit Harmonic's investor relations page
- reported October 31
LG
- visit LG’s investor relations page
- reported October 28
Lionsgate
Despite increasing its global subscriber count by around 1 million in Q3, Lionsgate disclosed plans to stop offering its international streaming service Lionsgate+ in seven markets as it works to streamline the business ahead of a potential sale or spin-off.
- visit Lionsgate's investor relations page
- reported November 3
Meta
Meta continued to boast high user engagement for levels for short form video Reels. Users across Facebook and Instagram now play more than 140 billion Reels daily, yet Reels monetization is still not on par with that of Feed or Stories on either platform.
- visit Facebook's investor relations page
- reported October 26
Netflix
After two consecutive quarters of subscriber losses Netflix added 2.4 million subs in Q3, beating its own expectations. Netflix executives discussed plans for its forthcoming ad-supported tier, and is expects implement charges for account sharing among different households in early 2023.
- visit Netflix's investor relations page
- reported October 18
Nexstar Media
Nexstar reported Q3 net revenue of $1.27 billion, driven by distribution revenue and political ad sales. Speaking on the quarterly earnings call, Nexstar CEO Perry Sook said the purchase of The CW network solidifies revenue opportunities and diversifies the company’s content outside of news while also establishing Nexstar as a participant in the AVOD space.
- visit Nexstar's investor relations page
- reported November 8
Paramount Global
Paramount Global added 4.6 million Paramount+ subscribers in Q3, and executives said it expects to increase prices while it looks to expand average revenue per user (ARPU).
- visit Paramount’s investor relations page
- reported November 2
Roku
Roku executives warned of a tough holiday quarter as companies pull back on ad spending due to economic uncertainties. Roku added more than 2.3 million active accounts in Q3 but year over year revenue for sales of streaming sticks and pucks dropped 7% to $91 million. Platform revenue, meanwhile, increased 15% compared to the same quarter last year.
- visit Roku's investor relations page
- reported November 2
Samsung
- visit Samsung’s investor relations page
- reported October 27
Sinclair Broadcast Group
Sinclair Broadcast saw strong political ad revenue in the third quarter, but its core advertising business continued to slow. Political advertising revenue reached $88 million in Q3, with expectations to reach between $355-$340 million for the full year 2022.
- visit Sinclair's investor relations page
- reported November 2
Tegna
- visit Tegna's investor relations page
- reported November 9 (no earnings call)
TelevisaUnivision
TelevisaUnivision reported consolidated revenue of $1.2 bilion, up 5% year over year. Q3 was the first quarter in which its free ad-supported streaming service ViX, and the premium ad-free version ViX+ were fully launched. The dual streaming approaches are already paying off, according to CEO Wade Davis.
- visit Univision's investor relations page
- reported October 27
Vizio
Vizio’s Platform Plus revenue jumped to $128 million in the third quarter, a 48% increase year over year. Vizio added nearly 160 new advertising clients for its smart TV Platform Plus, which helped generate $97 million during the period. While platform revenue grew, smart TVs shipments declined by around 15% compared to the same quarter in 2021.
- visit Vizio's investor relations page
- reported November 9
Warner Bros. Discovery
Warner Bros. Discovery added 2.8 million global streaming subscribers in the recent quarter to reach nearly 95 million. During the earnings call CEO David Zaslav reiterated plans to launch a FAST offering some time next year, and disclosed bumping up the timeline for a combined HBO Max-Discovery+ streaming service to spring 2023.
- visit Warner Bros. Discovery’s investor relations page
- reported November 3
The Walt Disney Company
Disney added 12.1 million Disney+ subscribers in the latest quarter, including around 9.3 million core Disney+ users. While direct-to-consumer subscribers climbed upward in the period, DTC operating losses mounted to nearly $1.5 billion. Disney CFO Christine McCarthy said the company believes it has reached peak Disney+ losses and expects DTC operating results to improve by at least $200 million in the first quarter of fiscal 2023.
- visit Disney's investor relations page
- reported November 8
Xperi
Xperi saw revenue increase by around $4 million year over year to $121.6 million in Q3 2022. Executives disclosed snagging its second TV manufacturer to adopt the TiVo operating system, with Shenzhen KTC Technology now on board. That follows Europe’s Vestel as the first partner to integrate the TiVo OS, which are expected to start shipping in the first half of 2023.
- visit Xperi’s investor relations page
- reported November 8