The Dan Rayburn podcast

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Added three years ago

المحتوى المقدم من Dan Rayburn. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Dan Rayburn أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

We Have The Receipts

1
Battle Camp: Final 5 Episodes with Dana Moon + Interview with the Winner! 1:03:29

منذ 11 hours1:03:29

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1:03:29

Finally, we find out who is unbeatable, unhateable, and unbreakable in the final five episodes of Battle Camp Season One. Host Chris Burns is joined by the multi-talented comedian Dana Moon to relive the cockroach mac & cheese, Trey’s drag debut, and the final wheel spin. The Season One Winner joins Chris to debrief on strategy and dish on game play. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…

The Dan Rayburn Podcast

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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.

143 حلقات

#News #Tech News #Dan

The Dan Rayburn Podcast

updated منذ 7 أيام

منزل السلاسل•Feed

143 حلقات

#News #Tech News #Dan

Усі епізоди

The Dan Rayburn Podcast

1
Episode 131: Key Takeaways from Roku, Fubo, Amazon, Apple, and Harmonic's Q1 2025 Earnings 44:15

منذ 7 أيام44:15

44:15

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 litigation. Finally, we touch on revenue numbers tied to AWS and Harmonic, some new TikTok data, and why Nielsen's new Gauge chart tied to ad-supported streaming services is flawed and misrepresents the streaming market. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

1
Episode 130: Q1 Earnings; Peacock Gains 5M Subs; 851,000 Pay TV Subs Lost; NFL Streaming News; Max Password Sharing Crackdown 37:03

منذ 14 يومًا37:03

37:03

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 scheduling a Christmas Day tripleheader in the future. Finally, we discuss Max's password sharing crackdown, YouTube's announcement of 20 million videos uploaded daily, and Twitter having been found guilty of patent infringement relating to streaming technology involving Vine and Periscope. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

1
Episode 129: Netflix's Q1 Earnings; Latest Sports News; Funding and Acquisition Deals 44:56

منذ 21 يومًا44:56

44:56

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 and certain types of storytelling." Finally, we cover the latest sports news from the NFL, Formula 1, MLB, and ESPN, and funding and acquisition news from FloSports, Hydrolix, Touchstream, and Simply TV. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

1
Episode 128: NAB Show 2025 Recap and Key Takeaways 34:48

منذ 27 يومًا34:48

34:48

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 made by speakers and presenters around CDN, AI, CTV, niche OTT services and where we see the need for improvement in transparency across the industry. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

1
Episode 127: MLB Opening Day Outage; More RSN Streaming Options; EdgeCast Relaunch; Bitmovin Reaches Free Cash Flow 33:10

منذ 6 weeks33:10

33:10

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 Technologies and Bitmovin's news of reaching free cash flow in 2024, with 2025 revenue expected to be in the $30M+ range. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

1
Episode 126: JioHotstar’s 60M Concurrent Cricket Stream; F1 TV’s New 4K Tier; Why Apple TV+ Losses Don’t Matter; Max Platform Updates 41:45

منذ 7 weeks41:45

41:45

This week, we discuss JioHotstar's live stream of the ICC Champions Trophy Final, with a reported 60 million concurrent streams and why the industry needs to stop putting so much clout on concurrent or AMA numbers without any other details on the quality of the stream. We also detail the F1 TV Premium tier, offering 4K video and multiview functionality for an additional $6 monthly, and Comcast's deal with the International Olympic Committee to keep NBC and Peacock as the U.S. TV and streaming home of the Olympic Games through 2036. Finally, we detail some new platform improvements rolled out by Max and why it doesn't matter if Apple loses money on its Apple TV+ service. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

1
Episode 125: Hulu's Oscars Stream; MSG Networks Likely Bankruptcy; CTV Botnet Discovery; MLB's Streaming Challenges 34:22

منذ 9 weeks34:22

34:22

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 the year. Lastly, we discuss Fox Nation's new subscriber figures, the largest CTV device botnet ever discovered and made public, and MLB's commissioner's difficulties in getting all the teams to cooperate for a new DTC MLB service without blackout restrictions. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

1
Episode 124: Fubo, WBD and Paramount Q4 Earnings; Amazon Launching Live Linear Channel; DIRECTV's New $35 Entertainment Package 38:58

منذ 10 weeks38:58

38:58

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 highlight how CDN77's revenue grew to $175 million in 2024 while being cash-flow positive. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

1
Episode 123: Sports News Roundup From ESPN, Netflix, Max, Prime, DAZN, DIRECTV, Roku, F1 and Akamai's Q4 Earnings 42:31

منذ 11 weeks42:31

42:31

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 cover Q4 and full-year earnings from Akamai, who provided an update on its delivery business for 2025 and beyond. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

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Episode 122: Tubi's Super Bowl Stream Recap; Detailing Roku, Fastly, and Harmonc's Q4 Earnings 46:12

منذ 12 weeks46:12

46:12

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 acquisition by Bending Spoons. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

1
Episode 121: Comcast and DirecTV Launch $70 Sports Packages, Peacock and Disney Earnings, Parler Buys Select Edgio Assets 40:36

منذ 13 weeks40:36

40:36

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, which have lost nearly half a million cord-cutters combined. Finally, we detail Parler's $7.5 million acquisition of select Edgio assets. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

1
Episode 120: Super Bowl and NFL Streaming News from Amazon and FOX; Limelight's Network Goes Dark 28:34

منذ 16 weeks28:34

28:34

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 cover some news about Apple TV+, Altice, and the launch of a new video distribution patent pool by Access Advance. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

1
Episode 119: Disney and Fubo Deal; Netflix's WWE Debut; Peacock Viewership Data; CES TV News 50:22

منذ 17 weeks50:22

50:22

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 11 bankruptcy, DAZN's plans to acquire Foxtel, MSG Networks blackout dispute with Altice and TV news from the CES show. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

1
Episode 118: Special Podcast; Netflix's NFL Christmas Gameday Recap 51:32

منذ 19 weeks51:32

51:32

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 day for the company individually but for the entire industry. Podcast produced by Security Halt Media…

The Dan Rayburn Podcast

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Episode 117: Vendor Layoffs; YouTube TV Price Increase; WBD Separates Linear from Streaming 42:25

منذ 19 weeks42:25

42:25

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 structure that separates linear networks from streaming and studios, which is expected to be completed by mid-2025. Podcast produced by Security Halt Media…

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