Earning season is underway, and FierceVideo is tracking results from streaming media companies, programmers, pay TV operators and broadcasters 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 August 9
Altice USA
Altice reported flat broadband subscriber growth in Q2 as it experienced a jump in churn.
- See coverage on Fierce Telecom here.
- visit Altice USA's investor relations page
- reported August 3
Amazon
- visit Amazon's investor relations page
- reported July 28
AMC Networks
AMC Networks executives touted franchise success and a multi-platform windowing approach for its content as helping promote programming on both linear and streaming. Collectively, AMC streaming services reached 10.8 million subscribers, with a net addition of 1.3 million in Q2.
- See our coverage here.
- visit AMC's investor relations page
- reported August 5
Apple
- visit Apple's investor relations page
- reported July 28
Cable One
- visit Cable One's investor relations page
- reported August 4
Charter Communications
Charter lost 240,000 residential video subscribers in Q2 and added 14,000 SMB subs. The cable operator ended June with 14.9 million residential video customers.
- see our coverage here. Check out FierceTelecom broadband coverage here
- visit Charter's investor relations page
- reported July 29
Comcast/NBCUniversal
Comcast’s cable TV losses continued for another quarter, this time dropping 521,000 net video subscribers in Q2. NBCUniversal’s Peacock subscribers were flat, but the streaming service helped fuel growth in the media segment.
- See our coverage here. Check out FierceTelecom broadband coverage here and FierceWireless MVNO coverage here.
- visit Comcast's investor relations page
- reported July 28
Comscore
Comscore saw second quarter revenue rise 4% year on year to $94.1 million. On the earnings call CEO Jon Carpenter emphasized local markets measurement as a significant near-term opportunity.
- See our coverage here.
- visit Comscore's investor relations page
- reported August 9
Dish Network
Dish Network continued to lose pay TV subscribers in Q2, shedding 202,000 net satellite customers and 55,000 net subs for its virtual MVPD Sling TV.
- See our coverage here.
- visit Dish's investor relations page
- reported August 3
Fox
Bucking an industry trend, Fox Corporation CEO Lachlan Murdoch said the company isn’t currently seeing any negative impact on the business from a slowdown in advertising. In its fiscal fourth quarter Fox saw 7% growth in advertising revenue to reach $1.05 billion.
- See our coverage here.
- visit Fox's investor relations page
- reported August 10
FuboTV
During Q2 earnings FuboTV disclosed that its sports wagering business has been put under strategic review, with the vMVPD abandoning plans to go it alone. FuboTV ended the quarter with more than 1.2 million paid subscribers, including 947,000 in North America.
- See our coverage here.
- visit fuboTV's investor relations page
- reported August 4
Google-parent Alphabet reported tepid second quarter ad sales growth of 4.8% for YouTube. On the earnings call executives expressed excitement for opportunity in the connected TV space.
- See our coverage here.
- visit Google's investor relations page
- reported July 26
Harmonic
Harmonic CEO Patrick Harshman said the underlying highlight for the company’s video segment in Q2 was software-as-a-service revenue, which jumped 69% year over year to $8.6 million. He pointed to live sports streaming as “an increasingly active and opportunity rich end market.”
- See our coverage here.
- visit Harmonic's investor relations page
- reported August 1
Lionsgate
Lionsgate ended the recent quarter with 26.3 million OTT subscribers, with 1.8 million Starz streaming additions in the period including 700,000 domestically. During the earnings call executives said a number of series moving into later seasons helps to somewhat insulate the company from recessionary pressure in its TV segment.
- See our coverage here.
- visit Lionsgate's investor relations page
- reported August 4
Limelight Networks/Edgio
Limelight, now known as Edgio, reported higher-than-expected quarterly revenue in Q2. Since Limelight acquired Edgecast earlier this year, the company is now looking to market itself as a bigger cybersecurity player in the media space.
- See our coverage here.
- visit Limelight's investor relations page
- reported August 8
Meta
In Q2, Meta saw a more than 30% increase in user engagement with Reels across Facebook and Instagram. CEO Mark Zuckerburg said ad monetization for Reels is making faster progress than expected.
- See our coverage here.
- visit Facebook's investor relations page
- reported July 27
Netflix
Netflix lost 970,000 net paid streaming subscribers in the second quarter of 2022, results that were better than the company’s earlier projected losses of 2 million in Q2. On the earnings call, executives cited an early 2023 timeline for introducing an ad-supported tier, and discussed their pick of Microsoft as an ad sales and technology partner.
- See our coverage here and here.
- visit Netflix's investor relations page
- reported July 19
Nexstar Media
On Nexstar’s second-quarter earnings call, CEO Perry Sook rebuffed comments by Netflix’s co-CEO that the end of linear TV is imminent. Nexstar reported all-time high Q2 net revenue of $1.25 billion.
- See our coverage here.
- visit Nexstar's investor relations page
- reported August 4
Nielsen
Nielsen saw revenue increase 2.4% year over year to $882 million. The audience measurement company hopes to regain industry TV ratings accreditation later this year.
- See our coverage here.
- visit Nielsen's investor relations page
- reported July 27
Paramount Global
Paramount+ added 4.9 million subscribers in Q2 to reach 43.3 million. Across streaming services, including Pluto TV, direct-to-consumer subscribers rose to nearly 64 million. The company highlighted its global strategy with several international market launches already underway and planned for 2022.
- See our coverage here.
- visit Paramount’s investor relations page
- reported August 4
Roku
Roku missed Q2 expectations as it faced TV spending pullback from advertisers amid a challenging macro economic environment. As it reported results, the company touted $1 billion in commitments from this year’s Upfront season.
- See our coverage here.
- visit Roku's investor relations page
- reported July 28
Sinclair Broadcast Group
Sinclair Broadcast Group reported lower net losses in the second quarter after it decoupled the Diamond Sports regional sports network from financial results. While total advertising revenue was down 25% in the quarter, CEO Chris Ripley said year-to-date political ad revenue hit all-time record levels.
- See our coverage here.
- visit Sinclair's investor relations page
- reported August 3
Tegna
- visit Tegna's investor relations page
- reported August 8 (no earningscall)
TelevisaUnivision
- visit Univision's investor relations page
- reported July 26
TiVo/Xperi
Xperi scored its first smart TV OEM customer for the TiVo operating system, with shipping expected to start in mid-2023. On the earnings call CEO Jon Kirchner said its media platform category is expected to drive the greatest revenue growth over the next several years. Total revenue for the quarter was up 5% year over year to $234 million.
- See our coverage here.
- visit Xperi’s investor relations page
- reported August 8
Vizio
Vizio saw hardware sales start to in the second quarter but saw a 69% year over year jump in revenue for is Platform Plus business, which includes SmartCast and Watch Free Plus. The total number of hours consumed on its TV sets grew to 8.154 billion, with around 50% of those hours directly from content streamed via apps on its SmartCast platform.
- See our coverage here.
- visit Vizio's investor relations page
- reported August 10
The Walt Disney Company
The Walt Disney Company reported subscriber growth across streaming platforms, including adding 6 million core Disney+ subscribers. Disney disclosed a December 8 launch date and other details for its Disney+ ad-supported tier.
- See our coverage here and here.
- visit Disney's investor relations page
- reported August 10
Warner Bros. Discovery
Warner Bros. Discovery disclosed plans to launch a new streaming service that combines content from Discovery+ and HBO Max under one brand, with a U.S. launch expected in summer 2023. It’s also exploring options for launching a free ad-supported streaming TV (FAST) service. WBD’s direct-to-consumer subscriber count reached 92.1 million in Q2, marking an increase of 1.7 million from Q1.
- See our coverage here and here.
- visit Warner Bros. Discovery’s investor relations page
- reported August 4
WideOpenWest
WOW! isn't seeing much fixed wireless access competition in its markets, according to CEO Teresa Elder. The provider added 2,200 high-speed data customers in Q2.
- See coverage on Fierce Telecom here.
- visit WideOpenWest's investor relations page
- reported August 5
Upcoming
August
CuriosityStream
- visit Curiosity Stream's investor relations page
- reports August 15
Mediacom
- visit Mediacom's investor relations page