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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

31:03

Episode 116: Akamai Acquires Contracts From Edgio's...

The Dan Rayburn Podcast ·

2024/12/19

This week, we detail Akamai's successful $125 million bid for customer contracts from Edgio's security and content delivery businesses as part of Edgio's bankruptcy auction. We discuss Akamai's projected $89-$111 million in revenue over the next five quarters from the contracts and what the deal means for the broader CDN market. We also debunk some reported comments associated with the news and the impact on Microsoft's Azure CDN. Finally, we discuss news involving the Venu Sports and Fubo di...

en-us

36:34

Episode 115: The Numbers and Details Behind Bending...

The Dan Rayburn Podcast ·

2024/12/03

In regulatory filings, more details have emerged in Bending Spoons plans to acquire Brightcove, including some terms for employees who stay on with the new company, the number of aggregate shares of company common stock tied to RSU awards, the exact number of Brightcove employees, a disclosure of a "material weakness in internal control over financial reporting,” and other company details. In this special podcast episode, we discuss all the numbers and provide insights into what the...

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62:12

Episode 114: Unraveling The Misinformation from...

The Dan Rayburn Podcast ·

2024/11/27

Episode 114: This week, we detail all the misinformation after Netflix's live boxing event, the danger of not checking sources, and who you trust for news. We discuss the current state of Netflix's business and how the company is playing the long game - chess over checkers. We also highlight the latest content news from JioCinema, MLB, Sling TV, Disney, Amazon, NBA and Hulu. Finally, we focus on the latest broadcast TV news, which includes Comcast's decision to spin out its NBCU cable assets ...

en-us

61:28

Episode 113: Earnings Recap from Paramount, Tubi,...

The Dan Rayburn Podcast ·

2024/11/11

This week, we detail all the important numbers from Q3 earnings tied to profitability, capex spending, MAUs and subscriber additions tied to streaming services from Paramount, Tubi, AMC Networks and Vizio, along with infrastructure players Vimeo, Brightcove, Akamai, Fastly and Cloudflare. We also discuss the latest content news from UFC, The Tennis Channel, Netflix, Sky and FOX and highlight CDN Medianova's round of funding. Finally, we break down the impact of the Fed's interest rates on you...

en-us

37:45

Episode 112: Q3 Earnings Recap: Roku, Fubo, Comcast,...

The Dan Rayburn Podcast ·

2024/11/04

This week, I recap all the streaming subscriber and pay TV numbers from Q3 earnings and profit and loss financials from Roku, Fubo, Peacock, YouTube, Sky, Verizon and others. I also highlight cloud services revenue from Amazon, Microsoft and Google, with AWS hitting a record $100 billion in revenue for the past 12 months. I discuss why Instagram lowers video quality for unpopular videos and disagree with their statement that people interact with videos based on their content, not their qualit...

en-us

65:10

Episode 111: Exploring Netflix's Q3 Success; The...

The Dan Rayburn Podcast ·

2024/11/02

This week, we discuss the key takeaways from Netflix's earnings tied to its upcoming first-party ad tech platform, subscriber gains in the quarter, and its latest reported engagement metric of two hours a day per paid membership. We also cover the latest news from the messy world of RSNs, including the new report that Peacock will begin offering NBC-owned RSNs in early 2025 and the terrible launch of the Gotham Sports App by YES Network and MSG Networks. In basketball news, we detail the new ...

en-us

44:05

Episode 110: DirecTV's FAST Service; Apple TV+ Coming...

The Dan Rayburn Podcast ·

2024/10/14

This week, we discuss DirecTV’s plan to launch a FAST platform and how it might benefit its brand even as it joins a crowded market of FAST services. We also highlight why it’s smart for Apple to make Apple TV+ content available to as many viewers as possible via its deal with Prime Video, which will go live as a Prime Video channel later this month. We provide some of the new details released by ESPN's president about their ESPN app due to launch in 2025, which will offer multiview, sports b...

en-us

54:05

Episode 109: EchoStar and DirecTV Deal; Paramount...

The Dan Rayburn Podcast ·

2024/10/07

This week, we discuss what could happen to DTC services Sling TV and DIRECTV STREAM if the planned deal for EchoStar to sell Dish to DirecTV gets approved. We also highlight the news that Skydance is in talks with the NFL to purchase the NFL Network and the latest on Diamond Sports Group's decision to release all but one of its MLB contracts in the hopes of getting approval for its bankruptcy reorganization plan. We detail Paramount Global’s decision to drop Nielsen as its main viewer measure...

en-us

47:39

Episode 108: IBC News Recap: Edge Compute Video...

The Dan Rayburn Podcast ·

2024/09/25

This week, Mark Donnigan and I recap news from IBC about using cloud-based compute services for video workflows, encoding optimization, AV1/codec adoption, live encoding use cases, and AI's potential impact on encoding platforms. We also give updates on the Venu/Fubo lawsuit, price increases for NBA League Pass, the upgraded Roku Ultra device, Google rebranding their FAST channels, and some viewership numbers from Peacock. Finally, we discuss some interesting statements from Netflix regarding...

en-us

41:50

Episode 107: Analyzing NFL Streaming; Edgio's...

The Dan Rayburn Podcast ·

2024/09/18

This week, I break down news related to the start of the NFL season, including audience figures from NBC Sports, ESPN, and Amazon, as well as my testing of NFL streaming on Peacock, YouTube TV, Fubo, YouTube TV, Paramount+, Sling TV, and FOX Sports. I also review the most recent information regarding the Venu Sports injunction appeal expedited hearing, for which the opening brief is due this week. The specifics of the distribution agreements between Disney and DirecTV, as well as WBD and Char...

en-us

34:27

Episode 106: Disney Shuts Down TV Everywhere Apps;...

The Dan Rayburn Podcast ·

2024/09/05

This week, we detail the latest updates surrounding the Paramount and Skydance merger, the Fubo and Venu Sports pretrial conference on September 12 and the NBA asking New York’s Supreme Court to dismiss Warner Bros. Discovery’s matching rights lawsuit against the league. We highlight the report that Amazon no longer plans to invest $115 million into Bally Sports, Diamond Sports Group agreeing to honor its legacy TV agreements with most of its NBA and NHL partners and Disney's decision to clos...

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43:06

Executive Interview: Michelle Noon of PE Firm...

The Dan Rayburn Podcast ·

2024/08/27

Michelle Noon, founder and managing partner of private equity firm Clearhaven Partners, joined me for a detailed conversation on the current state of the financing market tied to valuations, interest rates, and balance sheets. Michelle discusses how operators and investors balance growth versus profitability, the importance of recurring revenue with high predictability, the true cost of debt and how the market is now rewarding companies for generating cash flow. Michelle discusses how ma...

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42:43

Episode 105: Venu Ruling; Paramount Layoffs; Higher...

The Dan Rayburn Podcast ·

2024/08/20

This week we discuss the latest temporary injunction against Venu Sports and what it may mean for Disney, FOX, WBD and Fubo. We also cover the latest pricing increase from YouTube’s NFL Sunday Ticket and new Sling TV and Verizon bundling options. We detail the layoffs at Paramount and the closing of Paramount Television Studios and how many in the media continue defining the "success" of streaming services while neglecting their financials. Finally, we highlight some Olympic viewing numbers a...

en-us

45:38

Episode 104: Recapping Q2 Earnings Numbers from WBD,...

The Dan Rayburn Podcast ·

2024/08/14

This week, we recap the key points from Q2 earnings involving media companies and vendors, highlighting DTC subscriber additions and losses, profit and loss, cord-cutting, WBD and Paramount writing down the value of their TV businesses, and highlight how media stocks have performed over the past 12 months. We also explain crucial financial terms like GAAP, non-GAAP, EBITDA, OIBDA, and EPS, making it easier to understand how these companies report their finances to Wall Street.On the vendor si...

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40:10

Episode 103: Key Earnings Data from Roku, Comcast,...

The Dan Rayburn Podcast ·

2024/08/14

This week, we detail the key data and numbers from Roku, Comcast, Charter, Fubo, Vimeo, Harmonic, and Alphabet's Q2 earnings. We also discuss the most recent developments in content news, including Venu's pricing, the NBA agreement that permits Disney to air alternate broadcasts, the $4.7 billion antitrust conviction against the NFL that was overturned, and Diamond Sports' agreement to bring its RSNs back to Comcast's cable TV subscribers.We also detail Netflix’s news that it is seeking to ra...

en-us

40:51

Episode 102: Netflix Earnings Recap; European...

The Dan Rayburn Podcast ·

2024/07/25

This week, we detail all of the numbers you need to know from Netflix's Q2 earnings and discuss why Netflix's ad business is not struggling like some in the media suggest. We also highlight interesting comments from Netflix about their upcoming live events, their lack of need to bundle with other services and how fast their ad business is growing. We also review all the headlines related to European football, such as the partnership between CBS Sports and Serie A, the acquisition of Ligu...

en-us

42:46

Episode 101: The Latest Pay TV and Streaming...

The Dan Rayburn Podcast ·

2024/07/18

This week, we discuss the reports that the NBA has concluded agreements totaling $76 billion that would keep ABC/ESPN as the home of the NBA Finals for 11 seasons while adding NBC and Amazon Prime Video as new partners. But the completed contract must still be sent to TNT Sports, giving WBD five days to match Amazon's offer. We also point out a number of the unanswered questions surrounding the merger of Skydance Media and Paramount Global, such as the NFL's ability to renegotiate its contrac...

en-us

32:31

Episode 99: OTT Price Increases; NFL Loses Sunday...

The Dan Rayburn Podcast ·

2024/07/05

This week, we highlight all the sports news related to FIFA, FOX, Disney, NHL, WBD and ITV. We also delve into the NFL's ongoing legal battle over its Sunday Ticket trial, emphasizing the significance of the league's decision to appeal the ruling, which could potentially extend the case until 2026. We break down the latest rumors around Paramount Global and discuss their new Paramount+ pricing, which kicks in on August 20th. We also detail the latest pay TV and streaming viewership numbe...

en-us

85:06

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

The Dan Rayburn Podcast ·

2024/07/01

In this comprehensive podcast update on the CDN market, I separate facts from opinions, providing a detailed analysis of the latest trends. I cover everything from CDN pricing trends, market sizing (about $5.3B in 2023), traffic and revenue growth rates, DIY initiatives (TikTok, Disney, Apple, Netflix), tech trends and demands across 4K, ULL, CMCD, bitrate optimization, multi-CDN, Open Caching deployments, changes in performance testing, to unique delivery challenges in regions like India.Rev...

en-us

43:25

Episode 98: CTV Ad Buying Issues With SSPs; NFL...

The Dan Rayburn Podcast ·

2024/06/25

This week, we discuss ad tech and how some SSPs are packaging CTV inventory into curated, omnichannel deals, resulting in CTV inventory being attached to less desirable content. While SSP auctions allow buyers to tailor bids to media quality, buyers could bid highly on packages with only some premium inventory. We also detail the report that Disney has been striking deals that call for significant rollbacks in CPM rates, discounting them by as much as 10-15%. With Amazon Prime Video’s recent ...

en-us

168 results

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