45 - ARPU Detour

Every media company is a different beast. Any given company can have a streaming service, an ISP, theme parks, hardware sales or free 2-day shipping to buoy their revenues. Despite this diverse set of revenues, one common measure used to compare the success of SVOD services is ARPU (average revenue per user). This week, Eitan leads Carl in a discussion of why ARPU is largely meaningless. They also discuss the future of Peacock and revisit one of their favorite topics: antitrust! Article: The honeymoon is over for streaming services: Here’s where the major players stand Follow us on Twitter and Instagram @stuckindevpod