EPISODE · Jan 15, 2026 · 3 MIN
The Great Re-bundling
from The Option · host Oil&Cattle
Wall Street stopped caring about subscriber counts. In 2026, the metrics that matter are ARPU—average revenue per user—and free cash flow. This is a fundamental shift in how streaming companies are valued. The subscriber growth era is over. The profit extraction era has begun.
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Wall Street stopped caring about subscriber counts. In 2026, the metrics that matter are ARPU and free cash flow. The profit extraction era has begun.
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The Great Re-bundling
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