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
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| LAUR | Laureate Education, Inc. | Total Enrollment | FY2026-Q2 | +41.9% | -20.5% |
| DIS | The Walt Disney Company | Total Hulu paid subscribers | FY2025-Q4 | +23.3% | +7.2% |
| NRDY | Nerdy, Inc. | Active Learning Membership Members | FY2026-Q2 | -4.9% | -13.8% |
| WBTN | WEBTOON Entertainment Inc. Common stock | Monthly active users | FY2026-Q2 | +0.0% | -6.8% |
| YOU | Clear Secure, Inc. | CLEAR Plus Airports | FY2026-Q2 | +5.1% | +1.7% |
| NYT | The New York Times Company | Total Subscribers | FY2026-Q2 | +12.4% | +9.6% |
| MH | McGraw Hill, Inc. | Recurring | FY2027-Q1 | +9.7% | +7.2% |
| OSW | OneSpaWorld Holdings Limited | Ship count | FY2026-Q2 | +4.0% | +1.5% |
| ACEL | Accel Entertainment, Inc. | Net Gaming Revenue | FY2025-Q1 | +4.8% | +3.3% |
| STRA | Strategic Education, Inc. | U.S. Higher Education Total Enrollment | FY2026-Q2 | -0.5% | -0.8% |
| ADT | ADT Inc. | Revenue Payback Period | FY2026-Q2 | +0.0% | +0.1% |
| GAIA | Gaia, Inc. | Paying Members | FY2025-Q4 | +5.5% | +6.2% |
| MTCH | Match Group, Inc. | Total payers | FY2026-Q2 | -6.0% | -5.0% |
| LINC | Lincoln Educational Services Corporation | Total company student starts | FY2026-Q1 | +19.5% | +20.9% |
| CVSA | Covista Inc. | Total Covista enrollment | FY2026-Q4 | +8.4% | +10.2% |
| EA | Electronic Arts Inc. | Mobile Net Bookings | FY2027-Q1 | -5.2% | +0.0% |
| APEI | American Public Education, Inc. | MilitaryPlus Net Course Registrations | FY2026-Q2 | +2.0% | +7.3% |
| LIF | Life360, Inc. | Annualized Monthly Revenue | FY2026-Q2 | +29.1% | +36.5% |
| TDOC | Teladoc Health, Inc. | United States Integrated Care Members | FY2026-Q2 | -2.1% | +10.8% |
| TTWO | Take-Two Interactive Software, Inc. | Net Bookings | FY2027-Q1 | -2.3% | +16.4% |
| GEN | Gen Digital Inc. | Reported Bookings | FY2027-Q1 | +6.8% | +31.7% |
| NFLX | Netflix, Inc. | Global streaming paid net additions | FY2024-Q4 | +45.0% | +71.0% |
| RUN | Sunrun Inc. | Solar energy capacity installed | FY2026-Q2 | -23.4% | +18.2% |
A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.