Member Mailing #274: ARPU & Convergence
Answers about Average Revenue per User (ARPU) on recent Q2 2021 earnings calls shed light on emerging "Metaverse"-type convergence strategies
Key Takeaways
Questions about ARPU have been a common theme of earnings calls in streaming for the last fiscal quarter (Q2 2021)
Apple, Spotify, Netflix, Verizon and Lionsgate executives were each asked about ARPU
If “Metaverse”-type convergence is a strategy, none of them are (1) actually thinking about it, nor (2) are positioned to move on it.
The only c…
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