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Twitch warns US sub price increases “extremely likely” after international updates
(www.dexerto.com)
this post was submitted on 22 Feb 2024
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Everyone's commenting on their books but twitch's published numbers are all bullshit pretending they're paying market rate for AWS when they obviously get a deal being a subsidiary of Amazon. IIRC their last attempt to show they needed to up prices even had them using non-bulk AWS rates which they obviously wouldn't pay even if they werent owned by Amazon.
Also Twitch has historically been profitable in Europe (or maybe it's just Western Europe? Can't remember). Something that Twitch generally keeps quiet but the French streamers I follow never forget to point out when Twitch publicly whines about their supposed nonprofitability.
Which means that NA can't be that far behind given that the US has higher GDP/capita (buy I guess lower engagement). So when you are combining that information with their bulk discounts, it's for sure profitable there.
Now maybe Twitch truly isn't profitable in poorer regions like LatAm where infrastructure costs don't scale down as fast as sub prices and ad revenue. But regarding Europe and NA, they are openly bullshitting.