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Whatever Netflix is doing on mobile, it's working. The company's in-app revenue from iOS devices has been growing exponentially over the last few quarters, hitting nearly $120 million in this last quarter alone, according to data from mobile analytics company SensorTower. In late 2015, when it first began to offer in-app subscription purchases, Netflix brought in a mere $11.4 million from iOS devices.

Expand chart
Data: Data: SensorTower; Chart: Lazaro Gamio / Axios; Chart: Lazaro Gamio / Axios

Meanwhile, competitors Hulu and HBO Go have lagged behind. Hulu has seen modest growth every quarter, but it only made $19.4 million in this last quarter from iOS in-app subscriptions. HBO Go, which was raking in the most money in late 2015, has seen its quarterly iOS revenue decline over the past year.

All about the content: It's clear that the original content produced by these companies drives their mobile revenue, which comes from customers purchasing monthly subscriptions. HBO Go, for example, saw a bump in the second quarter of 2016 before a steady decrease, which coincided with the airing of the sixth season of Game of Thrones, its popular TV series. Netflix, meanwhile, has been adding new show after new show to its roster over the last couple of years, including Orange is the New Black, Stranger Things, the Gilmore Girls' revival, Making a Murderer, Master of None, and numerous comedy specials.

Go deeper

Updated 2 hours ago - Politics & Policy

Coronavirus dashboard

Illustration: Eniola Odetunde/Axios

  1. Health: Most vulnerable Americans aren't getting enough vaccine information — Fauci says Trump administration's lack of facts on COVID "very likely" cost lives.
  2. Politics: Biden unveils "wartime" COVID strategyBiden's COVID-19 bubble.
  3. Vaccine: Florida requiring proof of residency to get vaccine — CDC extends interval between vaccine doses for exceptional cases.
  4. World: Hong Kong to put tens of thousands on lockdown as cases surge.
  5. Sports: 2021 Tokyo Olympics hang in the balance.
  6. 🎧 Podcast: Carbon Health's CEO on unsticking the vaccine bottleneck.

Trump impeachment trial to start week of Feb. 8, Schumer says

Senate Majority Leader Chuck Schumer. Photo: The Washington Post via Getty

The Senate will begin former President Trump's impeachment trial the week of Feb. 8, Majority Leader Chuck Schumer announced Friday on the Senate floor.

The state of play: Schumer announced the schedule after reaching an agreement with Republicans. The House will transmit the article of impeachment against the former president late Monday.

3 hours ago - Health

CDC extends interval between COVID vaccine doses for exceptional cases

Photo: Joseph Prezioso/AFP via Getty

Patients can space out the two doses of the coronavirus vaccine by up to six weeks if it’s "not feasible" to follow the shorter recommended window, according to updated guidance from the Centers for Disease and Control and Prevention.

Driving the news: With the prospect of vaccine shortages and a low likelihood that supply will expand before April, the latest changes could provide a path to vaccinate more Americans — a top priority for President Biden.

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