Two of the more formidable players in the industry, Netflix (NASDAQ: NFLX) and Walt Disney's (NYSE: DIS) Disney+, each have hundreds of millions of subscribers today. In its most recent period (the third quarter of 2022, ended Sept. 30), Netflix generated average revenue per user (ARPU) of $11.84, which was much higher than the ARPU of $3.91 for Disney+. The low ARPU at Disney is contributing to wide operating losses: $1.5 billion in the latest fiscal quarter in the company's direct-to-consumer (DTC) segment. Read More...
Two of the more formidable players in the industry, Netflix (NASDAQ: NFLX) and Walt Disney’s (NYSE: DIS) Disney+, each have hundreds of millions of subscribers today. In its most recent period (the third quarter of 2022, ended Sept. 30), Netflix generated average revenue per user (ARPU) of $11.84, which was much higher than the ARPU of $3.91 for Disney+. The low ARPU at Disney is contributing to wide operating losses: $1.5 billion in the latest fiscal quarter in the company’s direct-to-consumer (DTC) segment.
