Episode 91: Disney’s Upcoming Password Sharing Crackdown; Latest Sports News from DAZN, Prime Video, NHL, NBA, Formula One and Diamond Sports Group
Description
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, with Disney announcing that its new ESPN streaming service will launch in the fall of 2025 and will be offered as part of the Disney+ bundle, which will give Disney three separate ESPN sports streaming services in the market. We also detail sports news from Formula One’s US-based owner, Liberty Media, announcing a takeover of MotoGP’s parent company and the "rumor" that Amazon might get the rights to take over the entire NHL Monday night package from Rogers in Canada, including playoffs, for the remaining two years of Rogers’ contract. Finally, we highlight the NBA teaming up with Roku to launch its first-ever FAST channel, Diamond Sports Group renewing its distribution deal with Charter Communications, and DAZN announcing an exclusive deal with the PGA TOUR across the Middle East, North Africa and Southeast Asia.
Podcast produced by Security Halt Media
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...
Published 11/11/24
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...
Published 11/04/24