I understand what you're saying, but it's worth remembering that people who use Apple TV, Roku, or Amazon Fire TV wouldn't necessarily be downloading the app for iOS or Android, unless they want to watch something on the go.
I am among those people who have opted out of a cable TV subscription, and I watch Disney+ through the Fire stick - and I downloaded the app for Fire TV back in January when I did my first free trial, so even though I signed up for a new month in order to watch "Onward" (and then got a free year through Verizon), my re-subscribing did not lead to a new download. And, of course, at no point did I download to my iPad (though I have Netflix on my iPad, because I used to watch downloaded shows on my commute).
So, again, I'm not saying that we can't learn something from the downloads of Android and iOS, I'm just saying that we can't know very much from just that data point for just those three days. |
