Kayo, Stan, Paramount & Optus Sport Subcription Numbers

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That's held up ridiculously well, assuming most people aren't on 12 month contracts. I wonder how Foxtel subscriptions are going...
I reckon Foxtel will be getting hammered.Most of the shows are still crap repeats and with no live sports on its not worth the money.
 

Kwality

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Couldnt open the tweet, but read this earlier:
Foxtel loses broadcast subscribers, but Kayo up

Total paid subscribers at the end of the fourth quarter for News Corp's subscription video services was 2.777 million, down 12% compared to the year prior



As of June 30, there were 336,000 Foxtel Now subscribers, 313,000 paying, compared to 460,000 subscribers, 446,000 paying, in the year prior.

News Corp says the loss from broadcast and on-demand entertainment services was partially offset by growth in sports streaming platform Kayo, as sporting competitions started to return in late May, and its newly launched on-demand platform Binge.

As of June 30, 2020 there were 465,000 Kayo subscribers, 419,000 paying, compared to 382,000, 331,000 paying, in the year prior. As of August 4, there were 590,000 subscribers, 542,000 paying.


 

The_Wookie

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Foxtel subs.png
 

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Yep News Corp worldwide has lost over $1 billion.Murdoch the brilliant businessman as he is sold the majority of his businesses to Disney for $60 billion recently so the family is not short of a dollar.
I reckon a lot of the loss making print media will be flogged off or closed down when Rupe dies.
 

RussellEbertHandball

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That's a fair recover by Foxtel and fast growth by Kayo (and Binge) since the start of 2020 when I quoted a couple of Fin Review articles on the previous page of the trouble Foxtel was in, and having to borrow hundreds of millions of dollars from its two shareholders.

I guess covid stay home lockdown in Oz's 2 biggest cities/states has been good for business.
 

owen87

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That's a fair recover by Foxtel and fast growth by Kayo (and Binge) since the start of 2020 when I quoted a couple of Fin Review articles on the previous page of the trouble Foxtel was in, and having to borrow hundreds of millions of dollars from its two shareholders.

I guess covid stay home lockdown in Oz's 2 biggest cities/states has been good for business.

Foxtel have spun up their smart TV app to be pretty good now, so you don't have the hassle of the actual install. Wonder if that's made an impact.
 

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Sports-mad Australia now has four major sports streaming services and the segment accounted for nearly 15% of the SVOD customer base at the end of September. Conventional pay-TV operator Foxtel launched sports specialist streamer Kayo as a means to recapture cord-cutting subscribers. Kayo has leaped to the front of the field with 1.2 million subscribers and streaming rights to some 50 sports and 13 live channels. Prominent rights include the NRL and AFL.

Stan's offer is built on content output deals with ViacomCBS and NBCU and a roster of original content. Stan Sport has exclusive rights to the Champions League (soccer) and Rugby Championship. Approximately 15% of Stan subscribers have taken up Stan Sport, which is offered as a A$10 ($7.50) add-on.

"Australia's subscription streaming market is maturing at 60% household penetration. New entrants will need to win market share from incumbents and consider freemium models with strong local partnerships," said MPA executive director Vivek Couto.

 

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Kwality

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FYI

  • FEBRUARY 6, 2022


.... the total number of Foxtel Group subscribers as at December 31 was 4.08 million, up 21 per cent on the previous year. Revenue-per-user was also up.

Kayo Sports and entertainment streaming service Binge have more than one million subscribers each, with streaming subscribers now representing 56 per cent of the Foxtel Group’s total subscribers. In 2016, that number stood at just 8 per cent.

 

The_Wookie

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Kayo paid subscriptions rose 138,000 (13%) during the quarter to 1.151m but the bigger increase was on Binge which had a 30% subscriber increase for the quarter up to 1.284m

Importantly for Foxtel, Broadcast ARPU rose 2% to $82.



 

Kwality

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Kayo paid subscriptions rose 138,000 (13%) during the quarter to 1.151m but the bigger increase was on Binge which had a 30% subscriber increase for the quarter up to 1.284m

Importantly for Foxtel, Broadcast ARPU rose 2% to $82.




:thumbsu:

Commentary on the numbers relevant to sport:

EBITDA (earnings before interest, taxes, depreciation, and amortisation) fell 13% or $12 million, primarily driven by higher entertainment and sports programming rights costs, higher investment spending on streaming products and the $5 million, or 5%, negative impact from foreign currency fluctuations.

CFO Susan Panuccio: “Kayo benefited from the return of the winter sports codes and saw record early ratings, with total subscribers over 1.2 million. 138,000 paid subscribers were added in the quarter, a notable acceleration from the second quarter, taking paid subscribers to over 1.1 million.

“Foxtel ended the quarter with over 1.5 million residential broadcast subscribers, down approximately 11%, with the rate of decline stable versus the second quarter. Commercial subscribers ended the quarter at 240,000 an improvement both sequentially and year‐over‐year.

"Retaining high value customers remains the focus for Broadcast subscribers which has led to churn improvements, with churn reducing almost 6 percentage points year‐over‐year in the quarter to 14.3%, which reflects eight consecutive months of year‐over‐year churn reduction. Broadcast ARPU * steadily rose by 2% to A$82.'

“Segment EBITDA in the quarter of US$79 million was down 13% versus the prior year, driven by higher programming costs, partly due to increased availability of entertainment content, as well as modestly higher marketing investment in streaming."


*Average revenue per user (ARPU), sometimes known as average revenue per unit, is a measure used primarily by consumer communications, digital media, and networking companies, defined as the total revenue divided by the number of subscribers.
 

The_Wookie

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:thumbsu:

Commentary on the numbers relevant to sport:

EBITDA (earnings before interest, taxes, depreciation, and amortisation) fell 13% or $12 million, primarily driven by higher entertainment and sports programming rights costs, higher investment spending on streaming products and the $5 million, or 5%, negative impact from foreign currency fluctuations.

CFO Susan Panuccio: “Kayo benefited from the return of the winter sports codes and saw record early ratings, with total subscribers over 1.2 million. 138,000 paid subscribers were added in the quarter, a notable acceleration from the second quarter, taking paid subscribers to over 1.1 million.

“Foxtel ended the quarter with over 1.5 million residential broadcast subscribers, down approximately 11%, with the rate of decline stable versus the second quarter. Commercial subscribers ended the quarter at 240,000 an improvement both sequentially and year‐over‐year.

"Retaining high value customers remains the focus for Broadcast subscribers which has led to churn improvements, with churn reducing almost 6 percentage points year‐over‐year in the quarter to 14.3%, which reflects eight consecutive months of year‐over‐year churn reduction. Broadcast ARPU * steadily rose by 2% to A$82.'

“Segment EBITDA in the quarter of US$79 million was down 13% versus the prior year, driven by higher programming costs, partly due to increased availability of entertainment content, as well as modestly higher marketing investment in streaming."


*Average revenue per user (ARPU), sometimes known as average revenue per unit, is a measure used primarily by consumer communications, digital media, and networking companies, defined as the total revenue divided by the number of subscribers.

Broadcast ARPU hsnt changed this quarter its exactly the same as it was in December.
 

RussellEbertHandball

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Kayo paid subscriptions rose 138,000 (13%) during the quarter to 1.151m but the bigger increase was on Binge which had a 30% subscriber increase for the quarter up to 1.284m

Importantly for Foxtel, Broadcast ARPU rose 2% to $82.




The_Wookie does Binge only have just movies and TV shows or is it a bit broader eg docos, current affairs, bit of sport??

Is Foxtel Now and Foxtel Go the same, and Now has effectively taken over Go?? Or is Foxtel Now basically a Foxtel app and you only need an internet connection and no cables, set top box or satellite dish for the same programs for each subscription level?

Have News Corp ever revealed how many people have both Kayo and Binge? Or Foxtel and one of their streaming service?
 
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The_Wookie

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The_Wookie does Binge only have just movies and TV shows or is it a bit broader eg docos, current affairs, bit of sport??

Is Foxtel Now and Foxtel Go the same, and Now has effectively taken over Go?? Or is Foxtel Now basically a Foxtel app and you only need an internet connection and no cables, set top box or satellite dish for the same programs for each subscription level?

Have News Corp ever revealed how many people have both Kayo and Binge? Or Foxtel and one of their streaming service?

  • Binge is just shows and movies and docos. Flash is their streaming news service. Kayo does sport.
  • Foxtel Go is essentially a streamable version of the STB service that I dont believe costs any extra for those users.
  • Foxtel Now is a specific streaming service that started life a couple of years as Foxtel Play, initially charged extra for sport, but includes other streamed shows and movies.
 

RussellEbertHandball

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  • Binge is just shows and movies and docos. Flash is their streaming news service. Kayo does sport.
  • Foxtel Go is essentially a streamable version of the STB service that I dont believe costs any extra for those users.
  • Foxtel Now is a specific streaming service that started life a couple of years as Foxtel Play, initially charged extra for sport, but includes other streamed shows and movies.
So you buy Foxtel for viewing at home (with the family) and get Foxtel Go for free if you want to watch on the go or away from home,

or

you buy Foxtel Now if you want a service that doesn't involve a STB and a cable, wires or a satellite dish and you can watch it wherever you are.

Is that the basic difference before looking at any cost you have to pay?
 

The_Wookie

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So you buy Foxtel for viewing at home (with the family) and get Foxtel Go for free if you want to watch on the go or away from home,

or

you buy Foxtel Now if you want a service that doesn't involve a STB and a cable, wires or a satellite dish and you can watch it wherever you are.

Is that the basic difference before looking at any cost you have to pay?

More or less.

Foxtel Go is STB on the Go.
Foxtel Now is essentially a combination of Binge and Kayo.
 

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