Friday, November 4, 2011 at 12:32 pm.
Snapshot of our time: Sirius XM has 85 times more subscribers than Spotify
Starting now, I’ll be collecting and maintaining a master list of subscription-based media services, and tracking their growing and shrinking popularity. Here’s the first edition, which I’ve assembled from earnings releases, SEC filings, press reports, blog posts, and a few projections of my own.
A few highlights:
- Sirius XM’s 21.3 million subscribers is about 85 times the 250,000 paying subs that Spotify has in the U.S. Let’s see where that ratio is in a year.
- HBO is still bigger than Netflix, but not by much, and maybe not for much longer.
- AOL dialup still has more subscribers than Clear WiMax (not including the millions of WiMax wholesale subscribers on Sprint).
- Hulu Plus will probably pass TiVo in subscribers soon. TiVo and Vonage make up the “products killed by cable companies” category.
- Maybe it’s just selection bias, but there seems to be a weird gulf between 5 million subscribers and 20 million for these various services. Perhaps that’s the mark of true success.
- I didn’t include the major wireless services (too popular, would mess up the chart). Nor did I include a lot of duplicate services, like Rdio, Rhapsody, EarthLink, or Starz. Perhaps as I expand the list I’ll include more duplicates.
- I’d love solid estimates for Amazon Prime, Xbox Live Gold, Dropbox, and Pandora (paying only). Analyst Gene Munster from Piper Jaffray estimated 5 million Amazon Prime subscribers, so that’s one guess.
- You tell me! Get in touch and I’ll consider adding or refining some of these. The more interesting, the better.
Data sources: Earnings reports or SEC filings, unless noted. HBO from various reports, iPhone based on comScore stats, Reader’s Digest from MarketWatch post based on paid circulation stat, Match.com “core” sites only, Clear WiMax stat doesn’t include Sprint Nextel wholesale subs (the majority of their business), TiVo hasn’t yet reported Q3 yet, NYT stats from AP report on WSJ site, Spotify via Reuters report, The Daily via AdAge report.