News
Curiosity Stream Expects Licensing Revenue to Surpass Subscription Revenue in 2026
1+ day, 18+ hour ago (472+ words) Curiosity Stream reported first-quarter 2026 revenue of $15. 2 million, roughly flat from $15. 1 million in the prior-year quarter, as higher licensing revenue helped offset lower subscription revenue. Subscription revenue was $8. 8 million, down 5% from $9. 3 million in Q1 2025. Licensing revenue was $6. 0 million, up 11% from $5. 4 million. Other…...
You Tube CEO: Subscriptions Now Account for About One-Third of Revenue
1+ day, 18+ hour ago (554+ words) You Tube CEO Neal Mohan said subscriptions now account for about one-third of You Tube revenue, according to Investor's Business Daily coverage of his May 14 appearance at the Moffett Nathanson Media, Internet, and Communications Conference. Alphabet had previously announced that…...
Netflix Says Ad-Supported Tier Reaches 250 M Monthly Active Viewers as Membership Fees Still Drive Revenue
1+ day, 21+ hour ago (226+ words) Netflix said its ad-supported tier now reaches more than 250 million global monthly active viewers, a figure the company highlighted during its fourth Upfront presentation on May 13. Netflix also said more than 80% of its ads members are actively watching every week....
Apple Adds Monthly App Store Subscription Option With 12-Month Commitment
1+ day, 19+ hour ago (368+ words) Apple has added a new payment option for auto-renewable App Store subscriptions that lets developers offer monthly payments tied to a 12-month commitment. The commitment can also renew into another term. Apple says the subscription automatically renews at the end…...
Shutterstock to Pay $35 M to Settle FTC Subscription and Cancellation Allegations
1+ day, 22+ hour ago (555+ words) Shutterstock Inc. will pay $35 million to settle Federal Trade Commission allegations that the company used unfair and deceptive subscription and cancellation practices on its online licensing platform. The FTC announced the proposed settlement on May 13, 2026. The FTC alleged that Shutterstock…...
monday. com Links AI Pricing to Seats and Credits in Q1 Results
6+ day, 21+ hour ago (561+ words) monday. com reported first-quarter 2026 revenue of $351. 3 million on May 11, up 24% year over year. The company also introduced its AI Work Platform with native AI agents and a new seats-plus-credits pricing model. For subscription operators, the pricing model is the key…...
Disney Entertainment SVOD Margin Hits Double Digits as Streaming Helps Offset Linear Declines
1+ week, 4+ day ago (465+ words) The Walt Disney Company reported fiscal second quarter 2026 results on May 6, with revenue of $25. 168 billion, up 7% from the prior-year quarter. Total segment operating income increased 4% to $4. 603 billion. For subscription operators, the key development was the performance of Disney's Entertainment subscription…...
New York Times Adds 310 K Digital Subscribers as ARPU and Subscription Revenue Rise
1+ week, 4+ day ago (167+ words) The quarter was not driven by subscriptions alone. Total advertising revenue increased 17. 3% to $126. 8 million, while digital advertising revenue increased 31. 6% to $93. 3 million. The company attributed the digital advertising increase primarily to strong marketer demand and growth in advertising supply. Total revenue…...
Mastercard and Fraud Deflect Target Subscription Chargebacks Before They Become Disputes
1+ week, 6+ day ago (252+ words) Mastercard is partnering with Fraud Deflect to help subscription businesses resolve recurring-payment disputes before they become chargebacks. Mastercard published the update on May 4, 2026, framing the partnership around subscription fatigue, cancellation friction, and what the payments industry often calls "friendly fraud....
When Your Subscription Enters Someone Else's Bundle: What Operators Need to Prepare For
2+ week, 4+ day ago (17+ words) Learn how subscription operators should evaluate bundle distribution, partner economics, brand fit, billing, data, compliance, and retention....