Direct-to-Consumer

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Discovery, Inc. added 3M subscribers to its direct-to-consumer streaming subscriber base in Q3 2021, bringing total to 20M.
Google announced they will reduce app subscription commissions from 30% to 15%, effective January 1, 2022.
In AT&T’s Q3 2021, WarnerMedia reports total revenue of $8.4B, a 14.2% increase, including subscription revenue of $4B, a 14.7% increase.
Car subscription service GO launches in four states and announces $41M in seed funding round.
Hulu teams up with Uber Eats, Fox Nation offers discount to first responders, and HBO Max expands into Europe.
Caribou Coffee launches coffee subscription program, YouTube TV and NBCUniversal reach temporary deal, and AMC Theatres expands the cryptocurrency it will accept.
Despite significant revenue and subscriber losses due to the pandemic, Rent the Runway looks to the future with a confidential IPO filing.
A judge shuts down Locast, YouTube tries podcasting, and Zoom reveals new features at Zoomtopia 2021.
Substack is acquiring Cocoon, a subscription-based social app. Cocoon will remain independent.
Disney’s direct-to-consumer streaming subscriber services have grown to nearly 174 million subscribers worldwide.

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