Netflix faces competition from Disney+ and HBO Max in the streaming industry.

• Disney+ gained 11.7 million subscribers last quarter, outpacing all streaming services.
• Netflix experienced a decline in shares despite adding 8.3 million new subscribers, as it forecasted only 2.5 million new adds for the first quarter of 2022.
• For the first time, Paramount Global disclosed comprehensive data about its streaming services, indicating growing confidence in its offerings.

What companies don't reveal about streaming services is equally significant as what they disclose.

The more transparent a company is about its paying subscribers, the more confident it is in its streaming performance. Both companies have consistently been leaders in providing statistical clarity, including ARPU and subscriber numbers in various regions. However, neither company discloses how many subscribers come from promotional wireless offerings rather than pure signups, but perhaps one day they will.

Paramount Global, previously known as ViacomCBS, has disclosed details about its streaming services, including the number of Paramount+ subscribers (over 32 million) and the average revenue per user (around $9 per month). Additionally, the company added 9.4 million global streaming subscribers and 10 million Pluto TV users in the quarter, indicating a potential long-term viability for the company.

Peacock, NBCUniversal's streaming service, disclosed more specific information about its ARPU this past quarter, which was near $10. However, the service's reveal that only 9 million subscribers are paying for the service indicates that it is falling behind its paid competition.

Apple TV+ hasn't gained much traction in the streaming wars as it hasn't disclosed much information about the number of viewers or subscribers.

After reporting earnings for the fourth quarter, the major streaming services have provided an updated rundown of their positions.

Netflix

• 222 million global paying subscribers (up about 8.3 million)
• The number of paid memberships in the U.S. and Canada has grown by 1.19 million from the previous quarter, reaching a total of 75.22 million.
• The average revenue per user, or ARPU, for U.S. and Canada has increased to $14.78 (a $0.10 rise from the previous quarter).

Netflix's shares plummeted this quarter after forecasting only 2.5 million new net subscribers for next quarter, which was slightly under its own forecast of 8.5 million. The low first-quarter forecast, which was estimated to be between 4 million to 7 million adds, spooked investors. The January price increase in the U.S. and Canada may not help matters regarding slowing growth. Netflix at least referred to the idea that competition from other services could be making future growth more difficult.

Disney

• The number of Disney+ subscribers, including Hotstar, has increased by 11.7 million from the previous quarter, reaching a total of 118.1 million. Additionally, the global average revenue per user (ARPU) for Disney+ has risen by $0.29 per month from the last quarter, to $4.41.
• Hulu's on-demand streaming service has 40.9 million subscribers, an increase of 1.2 million from the previous quarter, and an average revenue per user of $12.96, up $0.21 from the previous quarter.
• Hulu's subscriber base has grown by 300,000 to 4.3 million, while its average revenue per user (ARPU) has increased by $2.12 to $87.01.
• The number of ESPN+ subscribers has increased by 4.2 million from the previous quarter, resulting in an average revenue per user of $5.16, up $0.42 from the previous quarter.

Disney+ gained 11.7 million subscribers this quarter, primarily due to the popularity of Marvel shows and movies and the documentary "Get Back." Additionally, Hulu and ESPN+ also experienced growth in subscribers and ARPU. Disney has set a target of achieving 230 million to 260 million Disney+ subscribers by 2024.

Amazon Prime Video

• For the first time in four years, Amazon raised the annual Prime membership fee from $119 to $139, while monthly Prime memberships increased from $12.99 to $14.99. This change took effect on February 18 for new members and will apply to current members on March 25.
• Jeff Bezos, the founder, stated in April that over 175 million Prime members had watched shows and movies in the past year. No recent updates have been shared in the last nine months.

Amazon has raised the price of its Prime membership for the first time in four years. The company is investing nearly $500 million on the first season of "The Lord of the Rings: The Rings of Power," which will debut later this year on Sept. 2. This move sets up Amazon to experience a surge in fourth-quarter subscribers, as the company also gains exclusive rights to "Thursday Night Football" for the first time.

Apple TV+

• In July, a union representing behind-the-scenes workers in the showbiz industry claimed that Apple had under 20 million subscribers to Apple TV+ in the U.S. and Canada. Apple did not provide an update on the number of subscribers this quarter.
• Apple hasn’t broken out ARPU for Apple TV+

Apple's services business, which includes video subscription services, was its strongest growth category this quarter, aside from iPhones. Despite not breaking out subscriber numbers or ARPU figures for Apple TV+ yet, Apple's services grew 26% annually, higher than the company expected.

NBCUniversal’s Peacock

• Over 9 million of Peacock's 24.5 million monthly active accounts were paid members, with the remaining accounts utilizing the ad-supported free tier.
• Comcast CEO Brian Roberts stated that Peacock's average revenue per user (ARPU) is approaching $10 when considering both subscriptions and advertising, up from $6 to $7 estimates from 2020.
• The pricing options for the service are: $4.99 per month with fewer ads and more content, or $9.99 per month for an ad-free experience.

Peacock is on track to surpass the company's initial projections of 30 million to 35 million monthly active users by 2024. Meanwhile, Disney has revised its initial projection of 60 million to 90 million subscribers to a range of 230 million to 260 million, while NBCUniversal has not altered its original estimate.

The first quarter of 2022 could be beneficial for Peacock as it broadcasted both the Super Bowl and the Winter Olympics on the platform.

Paramount

• More than 56 million global streaming subscribers, 32.8 million of which are Paramount+
• Paramount+ ARPU: About $9
• Pluto TV has experienced a growth of 10 million monthly active users compared to the previous quarter, reaching a total of 64.4 million users.
• Pluto TV 2021 global ARPU: $1.64; U.S. ARPU: $2.54

In the fourth quarter, the newly named (formerly ViacomCBS) gained a record-breaking 9.4 million global streaming subscribers, bringing its total to more than 56 million. For the first time, the company released Paramount+ subscriber numbers and ARPU figures for Paramount+ and Pluto TV.

Starz

• 19.7 million global streaming subscribers (up 1.7 million since last quarter)
• ARPU about $5.90.

Lionsgate is exploring the possibility of spinning off Starz after several failed attempts to sell the premium cable network and streaming service.

WarnerMedia’s HBO and HBO Max

• 73.8 million global subscribers (up about 4.4 million from last quarter)
• 46.8 million domestic subscribers (up about 1.6 million from last quarter)
• Domestic ARPU is $11.15 (down about $0.67 from last quarter)

By 2025, HBO Max is predicted to have between 120 million and 150 million subscribers, including its advertising-based video on demand subscribers who pay $9.99 for the service (as opposed to $14.99 without ads). The merger of WarnerMedia, which owns HBO Max, with AT&T is currently underway and is expected to close in April.

Discovery

• 22 million direct-to-consumer subscribers (up 2 million)
• Last quarter, ARPU was approximately $7. This equates to $4.99 per month with advertisements and $6.99 per month without ads.

Discovery added 2 million subscribers in the fourth quarter while awaiting the closure of its merger with WarnerMedia. CEO David Zaslav recently suggested to CNBC that combining Discovery with WarnerMedia would showcase the strength of both companies' content. This implies that he plans to either bundle Discovery+ with HBO Max for a discount or offer a new combined product of both streaming services when the deal closes.

AMC Networks

• Ended 2021 with more than 9 million aggregate paid streaming subscribers
• ARPU: ? (Plans start at $6.99 per month)

The company launched a premium AMC+ subscription bundle in Canada and Australia on Apple TV channels and Amazon Prime Video Channels. Interim CEO Matt Blank reaffirmed the company's goal of reaching 20 million to 25 million streaming subscribers by the end of 2025. Blank stated in a statement that "2022 will be the biggest year for original content in our history, including the highly-anticipated returns of 'Better Call Saul' and 'Killing Eve'."

Disclosure: NBCUniversal is the parent company of CNBC.