Dan Rayburn
The Dan Rayburn PodcastEpisodes
Episodes of The Dan Rayburn Podcast
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This week, we discuss the latest news around Disney, including their plans to crack down on password sharing in June in a "few" countries and markets, with a "full" rollout in September. We detail how complex ESPN’s DTC offering is becoming, wi
Step up to the plate with us this week as we tackle the complex maze of baseball streaming. We cover the latest baseball streaming news with Fubo adding RSNs, Hulu+ Live TV adding the MLB Network, and discuss the terrible fan experience with so
This week, we detail WBD's planned international expansion of Max, which will make the OTT service available in 25 countries in Europe and 65 countries and territories worldwide. We also highlight comments made by the NFL's Chief Business Offic
This special podcast takes you inside the NAB Show Streaming Summit with a preview of all the content, speakers and expert strategies you’ll learn at the event. Hear what the keynote fireside chats will cover with Paramount Global, Prime Video
This week, we detail how SeaChange, which once dominated the cable TV operator market and had over $216 million in revenue, will have its assets acquired for $30 million. We break down the numbers you need to know from Fubo's full-year 2023 ear
This week, we break down all the numbers from Warner Bros. Discovery's full year 2023 earnings, including DTC profitability in 2023, exclusive NBA negotiations, international expansion of Max, and their disciplined approach to investing in subs
This week, we cover infrastructure news and Q4 and full-year earnings from Akamai, Fastly, and Broadpeak, highlighting overall CDN industry revenue growth, pricing trends, and Akamai's continued dominance of the content delivery market. We also
This week, we discuss the key numbers from Disney's latest earnings, including subs, ARPU and D2C profitability projections. We detail what the ESPN brand could look like with their comments that they will bring its ESPN DTC app to the market i
This week, we discuss the key takeaways from Q4 earnings across OTT platforms and streaming vendors, including Apple seeing a "huge opportunity" with AI, YouTube's ad revenue growth of 15% and AWS closing out 2023 with $90.8 billion in cloud re
The Netflix episode "Woooooo!" This week, we discuss Netflix’s record Q4 earnings, their free cash flow of $6.9 billion for 2023, their growing AVOD business and their off-the-top rope deal with the WWE as they continue to dominate the industry
This week, we discuss the use cases for Apple Vision Pro and why it will not become the future of video viewing for consumers at scale. We also break down the Diamond Sports Group complex proposed restructuring plan, Amazon's commitment to make
This week, we break down all the latest sports viewership numbers from ESPN, FOX Sports, CBS Sports, and NBC Sports. We also highlight the new joint venture by YES Network and MSG Networks, the launch of an Innovation Lab by Major League Soccer
This week, we review what's behind all the industry layoffs as companies reset the cost bar on CAPEX and OPEX expenses. With full-year 2023 financials in the book, some companies didn't hit the revenue, efficiency, and cost savings goals they h
This week, I reviewed Peacock's exclusive NFL game stream with some users having a poor quality video experience and detailed why I think Peacock's strategy failed with their ad-free fourth quarter. I also break down the viewership numbers repo
This week we discuss, how in a blow to Amazon and DAZN, pay TV broadcaster Sky won broadcast rights to show a record number of Premier League matches in a new four-year deal. We also break down Paramount’s balance sheet to refute the reports th
Avi Saxena, CTO and Tyler Whitworth, CPO at Warner Bros. Discovery, join me for a detailed conversation about the technical video stack at Max. Learn how they approach the user experience when it comes to their apps, latency, adding live sports
This week we discuss some of the latest news and rumors around bundling and aggregation of streaming services, the impact that wholesale rates have on DTC profitability, and the lack of data in the market to prove that bundling reduces churn. W
Larry Allen, VP/GM, of Data and Addressable Enablement at Comcast Advertising joins me for a detailed discussion on how the shift in viewing habits to all screens is making it difficult to provide cohesive cross-media measurement. We discuss th
This week we cover all the latest news in the world of sports streaming tied to Apple, Amazon, ESPN, Disney+ Hotstar, Fubo, Max, Peacock, and YouTube TV. We also discuss content licensing and viewership stats across the NFL, NBA, Formula 1, and
Episode 75: ESPN+ and WBD's DTC Turn a Profit; Streaming Vendors Low on Cash; Other Q3 Earnings Data
This week, we examine the Q3 financial results of OTT industry heavyweights Disney, Warner Bros. Discovery, DISH, and Vizio, along with streaming providers Akamai, Brightcove, Kaltura, Comscore and Vimeo. We go over some of the most important c
This week we detail the Q3 earnings numbers you need to know tied to Paramount+, Peacock, Fubo, AMC+, Roku and Brightcove including subscriber counts and DTC profit and loss. We also draw attention to the roughly one million new Comcast, Verizo
This week we break down the numbers from Netflix’s Q3 earnings, their content spend for 2024, what their ad business looks like today and the reasons why many are undervaluing Netflix's prospects for AVOD in the coming years. We also talk about
This week we discuss the rumors that Apple is weighing an annual bid of $2 billion for Formula 1 racing, with the opportunity to purchase global rights after five years. We also detail how Candle Media's earnings are predicted to be between $14
Diane Strutner, CEO of Datazoom, joins me for a detailed discussion on the current state of advertising data and the complex road ahead as inventory moves to digital and CTV. We discuss the seismic industry shift from siloed to a converged curr
This week we detail the language in the new terms announced by the WGA in their deal with the studios (AMPTA) that have come as a result of the writers strike. The new deal provides no real transparency into viewership numbers outside of total
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