Consumer Subscription Content (Streaming, News, Audio)

Direct-to-consumer subscription businesses that monetize a recurring individual or household relationship in exchange for access to a content library: SVOD/streaming video (NFLX, DIS DTC, WBD Streaming, PSKY/PARA Direct-to-Consumer), digital news and lifestyle bundles (NYT), audio and satellite radio (SPOT, SIRI), and connected-TV operating systems that monetize a household account through a mix o

Each company on its own headline number

TickerCompanyTheir metricPeriodYoYA year ago
LIONLionsgate Studios Corp.Motion PictureFY2027-Q1+119.7%-23.5%
EAElectronic Arts Inc.Full-Game Net BookingsFY2026-Q1+27.4%-58.1%
LAURLaureate Education, Inc.Total EnrollmentFY2026-Q2+41.9%-20.5%
GHCGraham Holdings CompanyDiluted Earnings Per Share Excluding Items (Non-GAAP)FY2026-Q1+44.2%+3.6%
RSVRReservoir Media, Inc.Recorded MusicFY2027-Q1+35.0%+8.5%
YOUClear Secure, Inc.Total BookingsFY2026-Q2+32.8%+13.1%
OSWOneSpaWorld Holdings LimitedAdjusted Earnings Before Interest Taxes Depreciation and AmortizationFY2026-Q1+21.1%+5.1%
VENUVenu Holding CorporationEvent Center Ticket and Fee Revenue, NetFY2026-Q1-12.8%-26.0%
NWSNews CorporationDigital Real Estate Services revenuesFY2026-Q3+16.5%+4.6%
NRDYNerdy, Inc.Active Learning MembersFY2026-Q2-4.9%-13.8%
MTCHMatch Group, Inc.Average Revenue per PayerFY2026-Q1+9.6%+1.1%
DISThe Walt Disney CompanyExperiencesFY2026-Q3+19.9%+13.2%
NYTThe New York Times CompanyTotal Subscription RevenuesFY2026-Q2+11.7%+9.6%
WMGWarner Music Group Corp.Music PublishingFY2026-Q3+12.2%+10.2%
SIRISirius XM Holdings Inc.SiriusXM Segment RevenueFY2026-Q2+0.2%-1.6%
WLYJohn Wiley & Sons, Inc.ResearchFY2026-Q4+5.3%+3.7%
WBDWarner Bros. Discovery, Inc.DistributionFY2026-Q2+1.3%+0.1%
GAIAGaia, Inc.Paying MembersFY2025-Q4+5.5%+6.2%
ADTADT Inc.End of Period Recurring Monthly RevenueFY2026-Q1-0.3%+2.0%
TDOCTeladoc Health, Inc.Integrated CareFY2026-Q2+0.7%+3.7%
MHMcGraw Hill, Inc.Higher EducationFY2027-Q1+9.8%+13.7%
APEIAmerican Public Education, Inc.American Public University System Net Course RegistrationsFY2026-Q2+2.0%+7.3%
UTIAmundi STOXX Europe 600 Utilities UCITS ETF AccTotal New Student StartsFY2026-Q2+13.8%+21.4%
NFLXNetflix, Inc.Asia-Pacific RevenueFY2026-Q2+15.7%+24.1%
PRDOPerdoceo Education CorporationTotal Student EnrollmentsFY2026-Q1+1.1%+16.7%
LINCLincoln Educational Services CorporationAdjusted Earnings Before Interest, Taxes, Depreciation and AmortizationFY2026-Q1+46.2%+62.0%
SCHLScholastic CorporationInternational RevenueFY2026-Q4-9.4%+8.5%
TTWOTake-Two Interactive Software, Inc.Net BookingsFY2027-Q1-2.3%+16.4%
LUCKLucky Strike Entertainment CorporationAdjusted Earnings Before Interest, Taxes, Depreciation and AmortizationFY2026-Q4-16.1%+6.2%
DUOLDuolingo, Inc.SubscriptionFY2026-Q2+22.5%+46.4%
GENGen Digital Inc.Direct RevenueFY2027-Q1+0.2%+24.5%
STRZStarz Entertainment Corp.Media NetworksFY2025-Q3-17.4%+9.7%
CNVSCineverse Corp.Direct Operating MarginFY2027-Q1-22.0 pts+6.0 pts
STRAStrategic Education, Inc.Education Technology Services RevenueFY2026-Q2+15.4%+49.6%
RUNSunrun Inc.Solar Energy Capacity InstalledFY2026-Q2-23.4%+18.2%
CURICuriosityStream Inc.Adjusted Free Cash FlowFY2026-Q1-35.0%+66.7%
ACELAccel Entertainment, Inc.Adjusted Earnings Before Interest, Taxes, Depreciation, and AmortizationFY2026-Q2+11.2%
ANGXAngel Studios, Inc.Pay It Forward RevenueFY2026-Q1-87.5%
CHGGChegg, Inc.Adjusted Earnings Before Interest, Taxes, Depreciation, and AmortizationFY2026-Q2-60.4%
FUBOfuboTV Inc.North America Advertising RevenueFY2025-Q3-7.1%

Where they use the same metric

  • Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization — reported by 24 of 107
  • Free cash flow — reported by 19 of 107
  • US revenue — reported by 16 of 107
  • Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization Margin — reported by 9 of 107
  • Shares Repurchased — reported by 6 of 107
  • Non-GAAP Net Income — reported by 5 of 107
  • Other — reported by 5 of 107
  • Adjusted Diluted Earnings Per Share — reported by 5 of 107

A side-by-side appears only when three or more companies report the same metric under their own definition. Nothing is translated from one company's segment into another's.

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