CNBC's Julia Boorstin talks with Disney CEO Bob Chapek about the company's disappointing earnings today. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Karen Finerman, Steve Grasso and Pete Najarian. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi

Disney’s earnings report Wednesday told a familiar story for its streaming service, Disney+: Subscriber counts are still growing, but the growth is slowing.

Disney announced added 2.1 million subscribers for its fiscal fourth quarter, which ended Oct. 2. That’s down from 12.6 million added the previous quarter.

Slowing growth was also the story at AT&T’s WarnerMedia and ViacomCBS. NBCUniversal’s Peacock added “a few million more subscribers” but didn’t reveal a new figure.

Only Netflix bounced back this quarter, reporting 4.4 million subscriber net additions compared to just 1 million adds in its second quarter. Netflix is expecting an even bigger bounce next quarter, forecasting 8.5 million new subscribers on the strength of “Squid Game” and other buzzy content coming to the service before year end, including “Tiger King 2.”

The slowing growth among most streaming services may suggest pandemic gains are waning as more people return to outside activities and out-of-home work.

Still, the general trend of linear TV cancellations and streaming signups appears to be continuing. Disney, WarnerMedia and AMC Networks all reaffirmed previous full-year and future year forecasts. And while pandemic gains may have slowed, production slowdowns and shutdowns have also ended, which will lead to a surge of new content for all of the streaming services.

Determining who is winning and losing the game isn’t easy. A simple way to gauge that is by looking at total subscribers and average revenue per user, or ARPU. But not every company reveals those numbers.

Here’s a rundown of where all the major streaming services stand after reporting earnings for the calendar third quarter:

Netflix

214 million global paying subscribers (up about 4.4 million from last quarter)
74.02 million subscribers in U.S. and Canada (up 0.07 million)
Average revenue per unit, or ARPU, for U.S. and Canada: $14.68 (up $0.14)
Netflix continues to outpace the rest of the streaming world with total global subscribers and clear regional transparency around paying customers and ARPU. It bounced back in Q3, adding 4.4 million global subscribers after just 1 million the previous quarter.

Disney

Disney+, including Hotstar: 118.1 million subscribers, $4.12 global ARPU (up about 2.1 million from last quarter)
Hulu subscription video on demand, or SVOD, only: 39.7 million subscribers, $12.75 ARPU (up about 600,000)
Hulu SVOD+Live TV: 4 million subscribers, $84.89 ARPU (up about 300,000)
ESPN+: 17.1 million subscribers, $4.74 ARPU (up 2.2 million)
Amazon Prime Video

In April, Jeff Bezos said more than 175 million Amazon Prime members had streamed shows and movies in the past year. No updates were given during the second or third quarters.
Prime memberships cost $12.99 a month or $119 a year but offer many benefits other than streaming video — including free one-day or two-day shipping on most Amazon packages. Amazon does not break out ARPU.
Apple

Apple TV+ subscribers: ? (No updates given during third-quarter earnings)
ARPU: ?
Apple has not revealed subscriber numbers since it launched in 2019. A spokesperson from the International Alliance of Theatrical Stage Employees, a showbiz union that represents behind-the-scenes workers, told CNBC in September that Apple claimed less than 20 million subscribers in the U.S. and Canada as of July 1. In September, Apple saw its sports comedy “Ted Lasso” bring home seven Emmy Awards, a sign that the company’s streaming aspirations are starting to resonate with consumers.

» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
» Subscribe to CNBC Classic: https://cnb.cx/SubscribeCNBCclassic

Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.

The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-news-with-shepard-smith-podcast.html?__source=youtube%7Cshepsmith%7Cpodcast

Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC News on Twitter: https://cnb.cx/FollowCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC

https://www.cnbc.com/select/best-credit-cards/

#CNBC
#CNBCTV