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

The Dan Rayburn Podcast

Episode 93: Recapping Q1 Subscriber and P&L Numbers From Peacock, Roku and Paramount along With Cord Cutting Numbers From Verizon, Charter and Comcast

Listen now

Description

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...

More Episodes

See all »

Episode 113: Earnings Recap from Paramount, Tubi, Vizio, Vimeo, Brightcove, Akamai, Fastly, Cloudflare

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

Episode 112: Q3 Earnings Recap: Roku, Fubo, Comcast, Amazon, Alphabet, Sky, Harmonic, Verizon, Charter, Microsoft and Meta

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

The Dan Rayburn Podcast

Published 11/04/24