The Dan Rayburn Podcast
autor: Dan Rayburn
Nejnovější epizoda
Episode 185: Posts About Netflix's Earnings Are Delusional; Disney's…
Episode 185: Posts About Netflix's Earnings Are Delusional; Disney's…
O tomto podcastu
Curating all the streaming media industry news of the week that matters most, in 30 minutes. Unvarnished, unscripted and providing you with the data and analysis you need, without any hype. The pulse of the streaming media industry.
Epizody
Nejnovějších 20 z 206 epizod
- Episode 185: Posts About Netflix's Earnings Are Delusional; Disney's 4K HDR Plans; Peacock Q3 Numbers; More iPhone Duo Streaming Apps · 47 minThis week, I cover why many articles about Netflix's Q3 earnings are delusional: they use false data, make up quotes executives never said, cite numbers with no source, and use…
- Episode 184: Netflix's Business Stable, Despite Layoffs; Disney's Super Bowl Streaming Goes International; Apple's New TV 4K Costs $300 · 41 minThis week, we cut through the noise around Netflix's recent layoffs with facts, as many incorrectly claim Netflix's business is "collapsing" and "struggling." We note that…
- Episode 4: The Sports Streaming Podcast, with Dan Rayburn & Eric Black · 1 h 6 minThis month, Eric Black and Dan Rayburn discuss how the consumer sports streaming experience could be impacted by Skydance now owning all of the sports content under both WBD and…
- Episode 183: Skydance's Business Challenges; Live Linear TV Price Increases; The Latest RSN and Sports News · 1 h 6 minThis week, with the Skydance and WBD deal done, we detail some of the business's challenges, including nearly $80 billion in combined debt, uncertainty over who will be impacted…
- Episode 182: Latest Paramount/WBD News; Encoding for the iPhone Duo Screen; NFL News from Disney, Netflix, NBC; AI Won't Replace People · 48 minThis week, I cover the latest in the Paramount/WBD merger, with rumors that Paramount and 12 state attorneys general could reach a deal in the next few days. In other Paramount…
- Episode 181: The Messy RSN Market; Latest Content News from NHL, Prime, Disney, DAZN, Telemundo, WBD and Sony; Jio Platforms to IPO · 34 minThis week, I cover the messy RSN business, which is only getting worse for NHL fans as six NHL teams will stream on Prime Video for in-market fans, but not all will be free. I…
- Episode 180: ESPN, Apple TV, Peacock and Fire TV Price Increases; GTA 6 Trailer Crashes on Netflix; LinkedIn's Functionality Problems · 40 minThis week, we cover major OTT price increases across the industry, including Disney raising prices by $2 per month for ESPN Unlimited and $1 for ESPN Select. We also cover…
- Episode 3: The Sports Streaming Podcast, with Dan Rayburn & Eric Black · 50 minThis month, Eric Black and Dan Rayburn discuss the big news that all of Peacock's content will be available on YouTube Premium in the U.S. They discuss what it means for NBCU…
- Episode 179: Recapping Earnings from Paramount, WBD, Fubo, Roku, Fox, EchoStar; News from Disney, Netflix, Apple and NFL · 53 minThis week, we cover the Q2 earnings numbers you need to know from WBD, Roku, Paramount Skydance, Fubo and EchoStar, including net profit and subscribers. We discuss the latest…
- Episode 178: YouTube's Peacock Deal; Gotham Sports App Shutting Down; Infrastructure Earnings from Amazon and Microsoft · 51 minThis week, discuss the news that eligible YouTube Premium subscribers in the U.S. will gain access to ad-supported Peacock Premium in 2027 at no additional charge and debate if…
- Episode 177: Roku's Hardware Price Increase; Peacock Turns a Profit; Final FIFA World Cup Numbers from YouTube, TikTok, Fox and Telemundo · 28 minThis week, I detail Comcast's Q2 earnings, which, for the first time in six years, showed Peacock had a positive quarter, with $189 million in EBITDA. This positive news was…
- Episode 176: Netflix Q2 Earnings, Industry Doom and Gloom Overrated; Fandango to Compete in the FAST Market · 45 minThis week, I discuss Netflix's earnings, the new numbers it disclosed regarding live streaming, confirmation that engagement didn't decline, double-digit revenue growth in all…
- Episode 175: Comcast to Split Business; ITV Sells to Sky; Meta Planning Cloud Business · 29 minThis week, I discuss Comcast's plans to split its media and technology businesses, spinning off NBCUniversal and Sky into a separate publicly traded company. I questioned why it…
- Episode 2: The Sports Streaming Podcast, with Dan Rayburn & Eric Black · 46 minThis month, Eric Black and Dan Rayburn discuss World Cup viewership, breaking down the numbers between linear and streaming and the problems posed by the lack of a standard…
- Episode 174: TF1 Channels Go Live on Netflix in France; Meta Enables AV1 Across RTC Apps; Apple TV Hardware Now Costs $199 · 33 minThis week, we discuss the launch of TF1 Groupe programs and live TV channels on Netflix in France, the first such deal for Netflix. We detail the available content and explain…
- Episode 173: Fox and Roku Deal Facts and Numbers; World Cup Viewership Stats; Numbers From Bending Spoons IPO Filing; Latest Codec News · 51 minThis week, we separate facts from opinions on the news that Fox Corporation has agreed to acquire Roku. We break down all the numbers, the impact on Tubi and The Roku Channel…
- Episode 1: The Sports Streaming Podcast, with Dan Rayburn & Eric Black · 49 minSports streaming is kind of a big deal. So, Eric Black and I have teamed up to record a new monthly podcast breaking down the Business and Technology of Sports Streaming. Giving…
- Episode 172: World Cup Preview; Peacock's Vertical Video; NFL Streaming Schedule; Prime Video's Profitability · 44 minThis week, special guest Eric Black and I discuss the upcoming World Cup, detailing streaming and pay TV viewership numbers from the 2022 event and what to expect this year. We…
- Episode 171: Infrastructure News from Akamai, Fastly and Cloudflare's Earnings; Anthropic and OpenAI Cloud Spend; Disney, WBD and Fubo Earnings · 49 minThis week, we discuss a wild week in infrastructure news, with Akamai, Fastly and Cloudflare reporting earnings, sending all three companies' stock up or down by at least 30%. We…
- Episode 170: Q1 Earnings Data from Roku, Peacock, Amazon, Microsoft and AI Capex Spend; YouTube Custom Multiview; Amazon's Fire OS Confusion · 41 minThis week, we detail the numbers you need to know from Q1 earnings from Roku, which, for the first time, separated out revenue for its advertising and subscription business. We…
