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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

56:04

Episode 97: Latest on the NFL Sunday Ticket Trial,...

The Dan Rayburn Podcast ·

2024/06/16

This week, we recap details from the ongoing Sunday Ticket trial, including the news that the NFL rejected ESPN's proposed reduced price of $70 for the entire 2023 season for Sunday Ticket, along with single-team packages. Trial evidence also showed that Fox considered Sunday Ticket an "existential threat" to its business, asking the NFL in 2021 that Sunday Ticket not be allowed to grow more than 20% of subscriptions beyond its current level. We also discuss the contents of a second letter fr...

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29:43

Episode 96: The Latest Sports News and Viewership...

The Dan Rayburn Podcast ·

2024/06/08

This week, we recap all the recent sports news involving FIFA, DAZN, IPL, NBA, WNBA, Apple TV, NBA, NHL, Peacock, Indianapolis 500, U.S. Soccer, WBD, Wimbledon, Sky Sports and the Olympics. We highlight some of the recently released sports viewership stats across streaming and pay TV, discuss the recent price hikes by Max and Spotify, and Amazon's acquisition of video streaming service MX Player. Finally, we explain why the number of app downloads is a worthless metric for tracking usage, ARP...

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56:25

Episode 95: Netflix's AVOD Plans, Why FAST Isn't...

The Dan Rayburn Podcast ·

2024/05/18

This week, we discuss some of Netflix's latest data on its ad-supported business, including usage, monthly active users and the news that it will launch an ad tech platform to control its ad buying, placement, and targeting. We also cover news from YouTube's Brandcast, announcing that viewers watch more than 1 billion hours of content on TV screens daily. We discuss why FOX's CEO said 90% of viewing time on Tubi comes from VOD content, not their FAST channels and why I think FAST won't be pro...

en-us

38:35

Episode 96: "Special Sports Episode"; The Impact on...

The Dan Rayburn Podcast ·

2024/05/18

With all the recent sports streaming news, co-host Mark Donnigan and I did a special “Sports Streaming Podcast Episode” this week. We discuss the upcoming Venu Sports offering (Disney/WBD/FOX sports JV) and the limitations we expect the service to have when it launches. We weigh in on some of the tech behind the scenes and consider whether a 'beta' label could soften the blow for fans expecting a fully polished service from day one.We also cover Netflix’s deal with the NFL, including its impo...

en-us

49:48

Episode 94: All The Latest Q1 Data From Disney, Fubo,...

The Dan Rayburn Podcast ·

2024/05/12

This week, we detail all the P&L numbers from the Q1 earnings across OTT platforms and streaming vendors. We highlight that while Disney+ and Hulu had an operating income profit of $47M, the rest of Disney's business didn't fare well, with linear TV operating income slumping 22% and linear network revenue across Disney’s portfolio fell 8% (excluding ESPN). We discuss why simply cutting costs isn't enough and that Wall Street wants to see growth, which is why Disney's stock was down 10% af...

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49:34

Executive Interview: Fubo's CEO Gives Business Update...

The Dan Rayburn Podcast ·

2024/05/03

Fubo’s Co-Founder and CEO, David Gandler, sits down for an in-depth discussion about their lawsuit filed against Disney, FOX, and WBD, its Q1 earnings numbers, industry challenges around content licensing pricing and bundling and Fubo’s goal to get to profitability in 2025. David defines antitrust, why Fubo believes the JV is anticompetitive and how the suit's outcome could impact the entire industry. We also highlight why so many carriage disputes are happening, leading to a fragme...

en-us

47:18

Episode 93: Recapping Q1 Subscriber and P&L Numbers...

The Dan Rayburn Podcast ·

2024/04/29

This week, we recap all the Q1 subscriber and P&L numbers you need to know across Peacock, Paramount+ and Roku, breaking down profitability, losses, subscriber additions, ARPU and free cash flow. We cover the latest cord cutting numbers from Verizon, Comcast and Charter, who lost 938,000 pay TV subs in the quarter combined. We also discuss some recent numbers from WBD about their expansion of Max in LATAM, Prime Video getting the National Monday Night NHL Games in Canada, and the latest R...

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42:00

Episode 92: Recap of the NAB Streaming Summit;...

The Dan Rayburn Podcast ·

2024/04/20

This week, we did a mini-review of the NAB Show Streaming Summit and some topics we heard discussed around the difficulty in scaling streaming services for low latency and QoE. We also cover Netflix’s Q1 earnings and excellent user growth, adding 9.3 million subs, which was tempered by the news that they will stop reporting quarterly membership numbers and ARM a year from now. We highlight the latest rumors about Paramount Global, with it being reported that Sony Pictures Entertainment and Ap...

en-us

25:44

Episode 91: Disney’s Upcoming Password Sharing...

The Dan Rayburn Podcast ·

2024/04/07

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32:37

Episode 90: Episode 90: MLB's Streaming Fan...

The Dan Rayburn Podcast ·

2024/04/02

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26:54

Episode 89: Latest Sports News; YouTube TV and...

The Dan Rayburn Podcast ·

2024/03/24

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22:25

Preview: Inside the NAB Show Streaming Summit: AI...

The Dan Rayburn Podcast ·

2024/03/24

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34:03

Episode 88: Disney's CEO Says They Are Behind Netflix...

The Dan Rayburn Podcast ·

2024/03/17

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52:59

Episode 87: Warner Bros. Discovery’s Full Year 2023...

The Dan Rayburn Podcast ·

2024/02/25

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50:35

Episode 86: Infrastructure News and Earnings from...

The Dan Rayburn Podcast ·

2024/02/18

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44:08

Episode 85: Dissecting Disney's Financials and Sports...

The Dan Rayburn Podcast ·

2024/02/11

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47:44

Episode 84: Decoding Q4 Earnings From Apple, Amazon...

The Dan Rayburn Podcast ·

2024/02/07

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41:50

Episode 83: Netflix’s Record Q4, Their WWE Deal,...

The Dan Rayburn Podcast ·

2024/01/30

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51:31

Episode 82: Diamond Sports Group Still Uncertain...

The Dan Rayburn Podcast ·

2024/01/23

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53:03

Episode 81: Latest ARPU and Sports Viewership...

The Dan Rayburn Podcast ·

2024/01/17

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