From AMC to ViacomCBS: Tracking video industry earnings in Q4 2020

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The third-quarter earnings season is underway, and FierceVideo is tracking the results from streaming media companies, programmers, pay TV operators and broadcasters throughout the period. Check out our updates on companies in this segment.

Also, make sure to check FierceWireless and FierceTelecom, as they also track earnings for companies in the wireless, pay TV and wireline industries.

Keep checking back here for updates.

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Jan. 19

Netflix
Netflix has officially crossed the 200 million global subscriber threshold after adding another 8.5 million paid members in the fourth quarter.
- see our coverage
- visit Netflix's investor relations page

Jan. 26

Verizon
Verizon’s early promotional partnership with Disney+, which launched in November 2019, seems to have generated a significant amount of loyal Disney+ subscribers.
- see our coverage
- visit Verizon's investor relations page

Jan. 27

Apple
- visit Apple's investor relations page

AT&T/WarnerMedia
AT&T lost another 617,000 net premium TV subscribers in the fourth quarter but said that AT&T TV is helping to offset losses from its DirecTV business.
- see our coverage
- visit Warner Media's investor relations page

Facebook
- visit Facebook's investor relations page

Jan. 28

Comcast/NBCUniversal
Comcast lost another 227,000 residential video subscribers in the fourth quarter but the company’s cable segment more than made up for it with broadband growth.
- see our coverage
- visit Comcast's investor relations page

Jan. 29

Charter
Charter’s mini-streak of video subscriber additions over two quarters came to a close in the fourth quarter but the cable operator still ended up growing its subscriber base in 2020.
- see our coverage
- visit Charter's investor relations page

Feb. 1

Harmonic
- visit Harmonic's investor relations page

Feb. 2

Amazon
- visit Amazon's investor relations page

Google
YouTube significantly grew its advertising business during the fourth quarter and accounted for a larger percentage of Google’s total advertising revenues.
- see our coverage
- visit Google's investor relations page

Feb. 4

Lionsgate
- visit Lionsgate's investor relations page

Feb. 9

Akamai
Akamai recorded double-digit revenue growth in the fourth quarter and claimed it set a new all-time high traffic peak.
- see our coverage
- visit Akamai's investor relations page

Fox
Fox set aside an extended portion of its fiscal second-quarter earnings call to hype up Tubi, its ad-supported streaming service that it believes will become a billion-dollar business.
- see our coverage
- visit Fox's investor relations page

Feb. 10

Altice USA
- visit Altice USA's investor relations page

Feb. 11

Limelight Networks
- visit Limelight's investor relations page

The Walt Disney Company
Disney+ is closing in on 100 million subscribers after ending the most recent quarter with 94.9 million. However, ARPU for Disney+ decreased from $5.56 to $4.03 due to the launch of Disney+ Hotstar.
- see our coverage
- visit Disney's investor relations page

Feb. 18

Roku
Roku is coming off another impressive year of platform growth and said that in 2020, 38% of all smart TVs sold in the U.S. were Roku TV models.
- see our coverage
- visit Roku's investor relations page

Feb. 22

Discovery, Inc.
Discovery said it's off to a promising start with its new Discovery+ streaming service and that it now has more than 11 million global paid direct-to-consumer subscribers.
- see our coverage
- visit Discovery's investor relations page

Dish Network
Dish Network, across its satellite TV business and Sling TV, lost approximately 133,000 pay TV subscribers in the fourth quarter, down from 194,000 in the year-ago quarter.
- see our coverage
- visit Dish's investor relations page

Feb. 23

Nexstar Media
- visit Nexstar's investor relations page

TiVo/Xperi
- visit TiVo's investor relations page

Feb. 24

Sinclair Broadcast Group
Sinclair today provided more details about an interactive streaming app its developing for its Fox regional sports networks, which will be relaunched with Bally’s branding.
- see our coverage
- visit Sinclair's investor relations page

ViacomCBS
ViacomCBS said CBS All Access and Showtime OTT had their best ever quarter for sign-ups and reached 19.2 million domestic streaming subscribers, up 71% year over year.
- see our coverage
- visit Viacom's investor relations page

Feb. 25

Cable One
- visit Cable One's investor relations page

Feb. 26

AMC Networks
AMC Networks said its streaming services – AMC+, Acorn TV, Shudder, Sundance TV and ALLBLK – grew their collective subscriber base by 157% in the fourth quarter.
- see our coverage
- visit AMC's investor relations page

March 2

FuboTV
FuboTV, a live streaming TV service, said it added 92,800 net subscribers in the fourth quarter to end 2020 with 547,880 paid subscribers total.
- see our coverage
- visit fuboTV's investor relations page

March 23

CuriosityStream
- visit CuriosityStream's investor relations page