From AMC to ViacomCBS: Tracking video earnings in Q3 2021

The third-quarter earnings season is underway, and Fierce Video is tracking the results from streaming media companies, programmers, pay TV operators and broadcasters throughout the period.

Make sure to check Fierce Wireless and Fierce Telecom as they also track earnings for companies in the wireless and wireline industries.

Keep checking back here for updates.

Oct. 19

Netflix
Netflix beat its own subscriber growth estimates and the Wall Street consensus during a third quarter bolstered a stronger slate of content less impacted by COVID-19-related production delays.
- see our coverage
- visit Netflix's investor relations page

Oct. 20

Verizon
- see our coverage

- visit Verizon's investor relations page

Oct. 21

AT&T/WarnerMedia
HBO and HBO Max reached 69.4 million total global subscribers at the end of the third quarter, putting AT&T in good shape to hit its year-end guidance for the service.
- see our coverage
- visit Warner Media's investor relations page

Oct. 25

Facebook

- visit Facebook's investor relations page

Oct. 26

Google
YouTube advertising revenue during the third quarter soared to $7.2 billion—up from about $5 billion one year ago—thanks in part to the service’s growing audience on connected TVs.
- see our coverage
- visit Google's investor relations page

Oct. 28

Amazon
- visit Amazon's investor relations page

Apple
- visit Apple's investor relations page

Comcast/NBCUniversal
Comcast’s accelerated video subscriber losses continued during the third quarter when the company saw its customer base shrink by another 408,000.
- see our coverage
- visit Comcast's investor relations page

Nielsen
Nielsen expects to make a little more money this year but isn’t ready to forecast when it will regain the industry accreditation for its TV-ratings service that it lost this summer.
- see our coverage
- visit Nielsen's investor relations page

Oct. 29

Charter Communications
Charter said about half of all its new internet service sales are still taking video packages too thanks to the company’s wide range of pricing on video packages.
- see our coverage
- visit Charter's investor relations page

Nov. 1

Harmonic
- visit Harmonic's investor relations page

Nov. 2

Akamai Technologies
- visit Akamai's investor relations page

Nexstar Media
- visit Nexstar's investor relations page

Nov. 3

Discovery, Inc.
Discovery and WarnerMedia are on track to finalize their merger in mid-2022 but it may be a while before Discovery+ and HBO Max combine to become a single platform.
- see our coverage
- visit Discovery's investor relations page

Fox
Fox heaped praise on its streaming services—the ad-supported Tubi and subscription Fox Nation—during its fiscal first quarter earnings call.
- see our coverage
- visit Fox's investor relations page

Mediacom
- visit Mediacom's investor relations page

Roku
Roku has continued to attract new users to its streaming platform but admitted that the rate of growth was negatively impacted in the previous quarter due to supply chain constraints.
- see our coverage
- visit Roku's investor relations page

Sinclair Broadcast Group
- see our coverage
- visit Sinclair's investor relations page

Nov. 4

Altice USA
- visit Altice USA's investor relations page

Cable One
- visit Cable One's investor relations page

Dish Network
Sling TV, Dish Network’s live streaming TV service, added to its subscriber count during the third quarter but not enough to fully offset satellite TV subscriber losses.
- see our coverage
- visit Dish's investor relations page

Limelight Networks
- visit Limelight's investor relations page

Lionsgate
- visit Lionsgate's investor relations page

Tegna
- visit Tegna's investor relations page

Univision
- visit Univision's investor relations page

ViacomCBS
ViacomCBS saw its streaming subscriber base expand by 4.3 million during the third quarter, bringing its global total to nearly 47 million.
- see our coverage
- visit Viacom's investor relations page

Nov. 5

AMC Networks
AMC Networks has a relatively small streaming subscriber base but it expects the streaming strategy to still have a huge impact on the business.
- see our coverage
- visit AMC's investor relations page

Nov. 8

Comscore
- visit Comscore's investor relations page

TiVo/Xperi
Xperi-owned TiVo reported a slight decline in pay TV revenues during the third quarter, which was its first full quarter since completing its MobiTV acquisition.
- see our coverage
- visit TiVo's investor relations page

WideOpenWest
- visit WideOpenWest's investor relations page

Nov. 9

CuriosityStream
CuriosityStream is one of the largest independent subscription streaming services in the U.S., but it appears growth stalled out last quarter.
- see our coverage
- visit Curiosity Stream's investor relations page

FuboTV
FuboTV now has one million subscribers but even with that big landmark passed, the company is still seeing consistent operating losses.
- see our coverage
- visit fuboTV's investor relations page

Vizio
- visit Vizio's investor relations page

Nov. 10

The Walt Disney Company
Hulu provided a boost to Disney’s direct-to-consumer business but the segment still saw its operating losses expand due to Disney+ and ESPN+.
- see our coverage
- visit Disney's investor relations page