Episode 105: Venu Ruling; Paramount Layoffs; Higher NFL Sunday

Episode 105: Venu Ruling; Paramount Layoffs; Higher NFL Sunday Ticket Pricing; Disney's New CTO

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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...

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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