Earning season is underway, and FierceVideo is tracking results from streaming services, programmers, broadcasters, pay TV operators and smart TV OEMs 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. And for a look back at the prior quarter, see our earnings tracker for the September period.
Alphabet (Google/YouTube)
Google-parent Alphabet reported a drop in ad revenue at YouTube for the second quarter in a row. In Q4 2022 YouTube ad revenue slipped 8% to around $8 billion, in the face of broader advertising pullback. A key focus going forward is monetization of Shorts, which now average 50 billion daily views. On the earnings call, executives discussed plans to create an engaging user experience for NFL Sunday Ticket coverage, such as polls and chats.
- visit Alphabet’s investor relations page
- reported February 2
Amazon
Amazon’s investment in content during 2022 ticked up to reach a total of $16.6 billion for video and digital content, compared to the $13 billion spent in 2021. Around $7 billion of 2022 spend went towards Amazon originals, live sports and licensed third-party video content included with Amazon Prime memberships.
- visit Amazon's investor relations page
- reported February 2
Apple
- visit Apple's investor relations page
- reported February 2
Charter Communications
Charter continued to lose video subscribers in Q4 – shedding 145,000 in the period – but at a slower clip than others in the industry, something the cable operator attributed to its mix of skinnier video bundle options. Executive Chairman Tom Rutledge still views the video marketplace as structurally flawed, while CEO Chris Winfrey indicated the company is now more indifferent when it comes to carrying certain content at higher or increased price when it’s widely available elsewhere, sometimes for free.
- visit Charter's investor relations page
- reported January 27
Comcast/NBCUniversal
Comcast’s cable pay TV business shrunk for another quarter in a row, losing 419,000 net subscribers to end 2022 with a base of 15.5 million. However, growth at NBCUniversal’s Peacock continued, with subscribers surpassing the 20 million mark. Still, investment in the streaming service dragged down NBCU quarterly results, though executives said they expect Peacock losses to peak this year at around $3 billion. Comcast CEO Brian Roberts also discussed plans to launch “one global user interface” across its streaming and TV devices, read more here.
- visit Comcast's investor relations page
- reported January 26
Fox
Fox reported another strong quarter for free ad-supported streaming TV (FAST) service Tubi, with total viewing time jumping 41% year on year. December alone accounted for Tubi’s highest TVT and user month ever. Advertising revenue on the platform also continued to grow, increasing 25% year over year during the quarter.
- visit Fox's investor relations page
- reported February 8
Harmonic
Comcast’s DOCSIS 4.0 rollout boosted Harmonic’s Q4 results, with the cable operator accounting for 48% of around$164 million in revenue for the period.
- Check out coverage on Fierce Telecom
- visit Harmonic's investor relations page
- reported January 30
LG
- visit LG’s investor relations page
- reported January 27
Lionsgate
Although Lionsgate lost 200,000 Starz subscribers in the period, its TV and film business helped earnings beat Wall Street expectations as revenue rose to $1 billion. Lionsgate is prepped with a strong upcoming content slate and is still on track to separate its Starz and studio businesses by September. On the earnings call executives pointed to the industry as primed for Starz bundling, and plans to announces its first major domestic bundling agreement this month.
- visit Lionsgate's investor relations page
- reported February 9
Netflix
Netflix exceeded its own expectations for subscriber growth in Q4, adding 7.66 million global paid users, compared to the 4.5 million it projected. Around 909,000 were added in the U.S. and Canada, and the remaining came from international markets. In a major leadership change, co-founder and CEO Reed Hastings stepped down to now serve as executive chairman, with former COO Greg Peters taking on the co-CEO role alongside Ted Sarandos. Netflix said it’s seeing very little switching from higher-priced ad-free plans to its Basic with Ads plan, alongside better-than-expected engagement on the recently ad-supported tier.
- visit Netflix's investor relations page
- reported January 19
Meta
Meta CEO Mark Zuckerberg said Reels plays on Instagram and Facebook “more than doubled over the last year,” but have yet to start generating as much revenue as other services across its family of sites, such as the News Feed. Improving Reels monetization remains a key focus for Meta, with engagement on the format contributing to ad impressions growth of 23% year over year across Meta’s Family of apps.
- visit Facebook's investor relations page
- reported February 1
Samsung
- visit Samsung’s investor relations page
- reported January 31
The Walt Disney Company
Disney grew Disney+ subscribers in the U.S. and Canada by 200,000 in period, but domestic average revenue per user (ARPU) declined 2% in a period that saw increases to its base subscription fee. On the call Disney CEO Bob Iger reaffirmed the company’s future as rooted in streaming, but also disclosed plans to slash 7,000 jobs globally as it targets at least $5.5 billion in cost savings.
- visit Disney's investor relations page
- reported February 8
Upcoming
Akamai Technologies
- visit Akamai's investor relations page
- reports February 14
AMC Networks
- visit AMC's investor relations page
- reports February 17
Comscore
- visit Comscore's investor relations page
CuriosityStream
- visit Curiosity Stream's investor relations page
Dish Network
While Dish has yet to officially disclose Q4 earnings, preliminary KPIs were contained in an SEC filling, that showed Dish lost 191,000 satellite TV subscribers and shed 77,000 subs for its virtual MVPD Sling TV.
- visit Dish's investor relations page
Edgio
- visit Edgio's investor relations page
E.W. Scripps
- visit E.W. Scripps investor relations page
- reports February 24
FuboTV
- visit fuboTV's investor relations page
- reports February 27
Nexstar Media
- visit Nexstar's investor relations page
- reports February 28
Paramount Global
- visit Paramount’s investor relations page
- reports February 16
Roku
- visit Roku's investor relations page
- reports February 15
Sinclair Broadcast Group
- visit Sinclair's investor relations page
- reports February 22
Tegna
- visit Tegna's investor relations page
TelevisaUnivision
- visit Univision's investor relations page
Vizio
- visit Vizio's investor relations page
- reports February 28
Warner Bros. Discovery
- visit Warner Bros. Discovery’s investor relations page
- reports February 23
Xperi (TiVo)
- visit Xperi’s investor relations page
- reports February 21