Analysts wrote that much of that revenue comes from month-to-month subscribers who may churn as quickly as they signed up, putting the durability of those flashy numbers in doubt. While these young companies have disclosed surging ARR, they could have "questionable economics," the analysts wrote, noting that sales gains like this could come from short-term subscribers who might not stick around.
Irony is the NFL finally being fully available to cord-cutters just as streaming has begun to bundle itself a la traditional TV. You're probably already aware of streaming being in its aggregator era. I mean, former WarnerMedia CEO John Stankey declared his intent to make HBO Max an aggregator back in 2019 - the media company has gone through three name changes and two corporate restructurings since then.