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PODCAST

The Dan Rayburn Podcast

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.

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All Episodes

35:52

Special CDN Podcast: The Latest on Delivery Pricing,...

The Dan Rayburn Podcast ·

2025/06/30

This special CDN focused podcast details the latest on delivery pricing and industry trends. I discuss delivery commits, QoE measurement, DIY deployments, HD HDR bitrates, and the impact of vendors exiting the market. I also cover how content owners perform capacity planning at the ASN level, leaching, latency, and why multicasting and P2P won't positively impact the industry. The data comes from my CDN pricing survey, as well as hosting panels and private events at the NAB Show Streaming Sum...

en-us

43:34

Episode 135: Disney Layoffs; Sports Streaming News;...

The Dan Rayburn Podcast ·

2025/06/27

This week, we highlight all the sports news from Peacock, Pac-12, ESPN, Optus Sport, Amazon, IMG, and NASCAR, detailing viewership stats and new licensing deals. We also cover the recent layoffs at Disney, the BBC's low latency live streaming trial, and the current ad loads of Max, Prime Video and Peacock. Finally, we cover some vendor news, including Wowza's acquisition of AI tech company AVA Intellect, and discuss some recent data I collected on the use of AI in the streaming video workflow...

en-us

48:01

Episode 134: Recapping News From WBD, Disney,...

The Dan Rayburn Podcast ·

2025/06/19

This week, we cover a lot of news, stats and numbers across WBD, Disney, Netflix, YouTube, MGM, Amazon, F1, DAZN, NFL, Verizon, Starz, Roku, TikTok, Apple TV, Premier League, JioHotstar, Paramount and other sports and OTT services. We also discuss the changes taking place at Qwilt, including the appointment of a new CEO, the assets of Phenix Real Time Solutions being put up for auction, and Bending Spoons' plans for Brightcove’s product roadmap. Correction: About 14 minutes in, when discussin...

en-us

30:26

Episode 133: New Ad Tier User Numbers; FOX and ESPN...

The Dan Rayburn Podcast ·

2025/05/18

This week, we cover the news from the Upfronts, with Netflix and Amazon announcing updated ad-tier user numbers, YouTube disclosing ad conversions on Shorts, and some of the new ad formats coming to OTT platforms. We also detail the upcoming DTC offerings from ESPN and FOX and YouTube's plans to stream an exclusive NFL game for free in September. Finally, we highlight Charter's announcement of its plans to buy Cox Communications, Warner Bros. Discovery rebranding Max to HBO Max this summer, a...

en-us

34:15

Episode 132: Key Q1 Earnings Numbers from Disney,...

The Dan Rayburn Podcast ·

2025/05/12

This week, we highlight the key Q1 earnings numbers from Disney, WBD, Paramount, AMC Networks, Altice, EchoStar, Vimeo, Kaltura, Akamai, Fastly and Cloudflare. We detail the numbers tied to DTC subscribers additions/losses, profitability, bundling, capex and content spend, and the impact of earnings on stock prices. We also break out the 1.73M cord cutters across pay TV providers and vMVPDs, along with sports news from MLB, NFL, MLS, FanDuel Sports Network, JioStar, Disney and Comcast. Correc...

en-us

44:15

Episode 131: Key Takeaways from Roku, Fubo, Amazon,...

The Dan Rayburn Podcast ·

2025/05/05

This week, we detail Roku's revenue growth of 16% YoY, with the number of streaming hours growing by 5.1B hours YoY. We also highlight Roku's announcement that more than a third of streaming households in the U.S. streamed monthly from its content row in Q1, with a total of more than 125 million people every day. We detail Fubo's earnings, with North America subscribers declining 2.7% YoY to 1.47M and a net profit for the quarter of $188.5M, due to the positive impact of the Venu Sports litig...

en-us

37:03

Episode 130: Q1 Earnings; Peacock Gains 5M Subs;...

The Dan Rayburn Podcast ·

2025/04/28

This week, we detail Comcast's Q1 earnings, including Peacock's sub gains, thanks to the Charter bundle, with revenue up 16%, on an EBITDA loss of $215M, down from $639M YoY. We also cover all the pay TV losses from Comcast, Verizon, and Charter in the quarter, as well as Comcast's worst broadband losses ever in a quarter. We highlight MSG Networks deal with its lender JPMorgan that allows the RSN to avoid bankruptcy, and the NFL's Commissioner stating that he expects the NFL to return to sch...

en-us

44:56

Episode 129: Netflix's Q1 Earnings; Latest Sports...

The Dan Rayburn Podcast ·

2025/04/21

This week, we detail Netflix's Q1 earnings, including its free cash flow, content spending, and 2025 guidance forecast of $43.5-$44.5 billion. We highlight all of Netflix's comments around its ad tech platform, Netflix Ads Suite (NAS), and why Netflix says owning the tech stack is foundational to its long-term ads strategy. We also mention Netflix's comments about video podcasts and why it doesn't see YouTube as a competitor, saying Netflix is a "better service for a certain class of creators...

en-us

34:48

Epiose 128: NAB Show 2025 Recap and Key Takeaways

The Dan Rayburn Podcast ·

2025/04/15

For this special podcast, Mark Donnigan and I recap key takeaways from the 2025 NAB Show in Las Vegas, discussing what we heard on the show floor and in sessions. We detail the NAB’s attendance numbers and the impact I saw on the number of attendees due to the uncertainty in the financial market. We also highlight the many different metrics that exhibitors, sponsors and attendees use to determine the success of shows. We discuss what messaging we think worked best from vendors and key points ...

en-us

33:10

Episode 127: MLB Opening Day Outage; More RSN...

The Dan Rayburn Podcast ·

2025/04/01

This week, we highlight DIRECTV's expanding RSN bundling options, which cover 18 MLB, 16 NBA, and 10 NHL franchises and the addition of Max Basic with Ads to its MyEntertainment Genre Pack. We also highlight the MLB TV streaming outage on opening day, JioHotstar's announcement that JioHotstar now has over 100 million subscribers, and Netflix's news that it is now streaming HDR10+ content for AV1-enabled devices. Finally, we detail the launch of EdgeCast Cloud Services from Parler Cloud Techno...

en-us

41:45

The Digital Shift in Sports Broadcasting

The Dan Rayburn Podcast ·

2025/03/23

Podcast produced by Security Halt Media

en-us

34:22

Episode 125: Hulu's Oscars Stream; MSG Networks...

The Dan Rayburn Podcast ·

2025/03/09

This week, we talk about the problems with Hulu's Oscars live stream and why streaming cannot take the place of broadcast distribution in terms of scalability and dependability. We also point out the likelihood of MSG Networks and/or its affiliates declaring bankruptcy and the potential consequences for their streaming business. We discuss the announcement that all Elite Wrestling PPV events will soon be available on Prime Video, and Netflix plans to live stream another boxing match later in ...

en-us

38:58

Episode 124: Fubo, WBD and Paramount Q4 Earnings;...

The Dan Rayburn Podcast ·

2025/03/03

This week, we discuss the Q4 earnings numbers tied to subscribers and profitability from Fubo, Warner Bros. Discovery, Paramount, and EchoStar. We also highlight the latest sports news from Disney, DAZN, LALIGA, Fox, LFP, and Sky. We detail the new $35 entertainment package from DIRECTV, which includes 43 linear channels and Disney+, Hulu+ and Max streaming services. Finally, we cover the news that Amazon will launch a live, linear TV channel for Prime Video members in Germany and Austria and...

en-us

42:31

Episode 123: Sports News Roundup From ESPN, Netflix,...

The Dan Rayburn Podcast ·

2025/02/26

This week, we discuss all the latest sports news, including ESPN and MLB ending their contract early, the excellent looking live stream of the NASCAR Daytona 500 on Max and SURJ's investment in DAZN, rumored to be $1 billion. We also highlight the news that DIRECTV's MySports package will include 140 NBC affiliates, Prime Video offering Ligue 1 matches via PPV, reports that ESPN has walked away from F1 negotiations, and Bassmaster tournaments now streaming on the Roku Channel. Finally, we cov...

en-us

46:12

Episode 122: Tubi's Super Bowl Stream Recap;...

The Dan Rayburn Podcast ·

2025/02/17

This week, we review FOX and Tubi's Super Bowl stream, detailing the video quality, latency, playback, viewership numbers and overall event success. We also detail Q4 and full-year earnings from Roku, AMC Networks, Altice, Fastly and Harmonic, which saw mixed results. We highlight the launch of JioHotstar, which resulted in the merger between Hotstar and JioCinema, subscriber numbers from Philo, the Apple TV app launching on Android and the changes taking place at Brightcove due to the acquis...

en-us

40:36

Episode 121: Comcast and DirecTV Launch $70 Sports...

The Dan Rayburn Podcast ·

2025/02/12

This week, we detail the launch of competing $70 sports streaming packages from Comcast’s Xfinity and DirecTV and FOX's plans to launch a DTC streaming service. We also cover the latest earnings from Comcast, Disney and Alphabet, with Disney+ losing 700,000 subscribers, Peacock's DTC business losing $436M, and YouTube seeing advertising revenue of $10.4 billion, with growth driven by the 2024 U.S. election. We also discussed the latest cord-cutting numbers from Charter, Comcast, and Verizon, ...

en-us

28:34

Episode 120: Super Bowl and NFL Streaming News from...

The Dan Rayburn Podcast ·

2025/01/20

This week, we discuss all the latest NFL streaming news, including Amazon's exclusive NFL Wild Card playoff game, which reached an all-time high of 24.6M viewers, details from FOX on their 1080p upscaled 4k HDR stream and their plans to make the stream available on Tubi. We also detail the network shutdown of Limelight Networks as part of Edgio's bankruptcy, what it means for the CDN industry, and the thousands of employees who have worked at the company over the past 23 years. Finally, we co...

en-us

50:22

Episode 119: Disney and Fubo Deal; Netflix's WWE...

The Dan Rayburn Podcast ·

2025/01/14

This week, I discuss the Disney and Fubo deal, what it means for subscribers and the impact of Venu Sports no longer launching in the market. I detail the deal terms and what's being misreported, separating facts from guesses. I also discuss viewership numbers from Netflix's debut of WWE’s Monday Night Raw, final global viewership numbers for Netflix's NFL games on Christmas and complete NFL season viewership data on Peacock. Finally, I highlight Diamond Sports Group's emergence from Chapter ...

en-us

51:32

Episode 118: Special Podcast; Netflix's NFL Christmas...

The Dan Rayburn Podcast ·

2024/12/30

For this special podcast episode, we review Netflix's streaming of the NFL games on Christmas, detailing some tech details related to the stream quality, latency, player functionality, reported user feedback, and viewership statistics for the U.S. market. We compare the 27 million peak viewers in the U.S. stat to previous NFL games across broadcast, Prime Video and Peacock and why viewership was down compared to broadcast. We also discuss why Netflix's success on Christmas wasn’t just a big d...

en-us

42:25

Episode 117: Vendor Layoffs; YouTube TV Price...

The Dan Rayburn Podcast ·

2024/12/28

This week, we detail the news of more layoffs by streaming vendors and what it means for the industry going into the new year as everyone looks to be more operationally efficient in their spending. We also cover the latest price increase by YouTube TV, pushing the service to $82.99 a month, FIFA's broadcast deal with DAZN, and Amazon's latest TNF viewership numbers of 18.48 million viewers, making it the most-watched TNF on Prime. Finally, we discuss WBD's plans to create a new corporate stru...

en-us

168 results

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