We can’t really tell for sure because:

1. They left out subscriber numbers in the recent earnings call (according to this article)
2. Hence, we don’t know if the subscribers were from bundles vs. individual subscriptions.
3. Subscribers could be from low price regions and the revenue there wouldn’t compare to NA and EU.

Most people don’t even know that ad-blockers exit

and probably more than a few upsells from cross-marketing a yt ‘premium’ sub to those that came over from satellite for nfl games.

Just paying for it is worth it for the official apps.