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Member Mailing #274: ARPU & Convergence
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Streaming (2020-2024)

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

Aug 11, 2021
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Member Mailing #274: ARPU & Convergence
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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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