![]() ![]() Disney+ Hotstar lost 12.5M subs ESPN+ lost 100,000 subs (25.2M total) Hulu SVOD added 300,000 subs, Live lost 100,000 subs (48.3M total). Disney+ lost 300,000 Disney+ subs in US/Canada but gained 800,000 Disney+ subs overall Has 3.3 AVOD subs with 40% of new members choosing the AVOD plan. DTC revenue of $5.5B, up 9% from Q2, losses of $512M, down from $659M in Q2. Vimeo’s CFO has informed the company and its board of directors of his plans to depart the company in the coming months will continue his employment with the company until his successor is hired and onboarded to ensure a smooth transitionĮarnings release: - #vimeo #streamingmediaĭisney Q3 Fiscal Quarter 2023 Earnings: Raising prices October 12. Vimeo now has approximately 1.7 million paying subscribers, with more than 7,000 paying Sales-Assisted Customers ![]() Revenue increased 38% year-over-year driven by a 11% increase in subscribers and 18% growth in ARPU For clarity, we will refer to those customers as "Sales-Assisted Customers" in this release and going forward, and any revenue associated with those customers will be referred to Sales-Assisted Revenue. From Vimeo’s S-4 filing: we defined "customers who purchase plans through contact with our sales force" as "Enterprise Customers". ![]() Vimeo CEO's is expected to go on maternity leave in April 2022 the Company expects their President and CPO, will act as the Company’s interim CEO, while maintaining his current position Stock down 20% after hours (as of 4:34pm ET) Vimeo Q4 2021 Earnings: CFO leaving CEO going on maternity leave Revenue of $106M (Q3 was $100M), full-year revenue of $392M, up 38% y/o/y Projects 2022 revenue growth of 15%-18% y/o/y Changes definition of “enterprise” customers. ![]()
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