Episode 107: Analyzing NFL Streaming; Edgio's Bankruptcy

Episode 107: Analyzing NFL Streaming; Edgio's Bankruptcy Filing; Latest Sports Viewing Metrics

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This week, I break down news related to the start of the NFL season, including audience figures from NBC Sports, ESPN, and Amazon, as well as my testing of NFL streaming on Peacock, YouTube TV, Fubo, YouTube TV, Paramount+, Sling TV, and FOX Sports. I also review the most recent information regarding the Venu Sports injunction appeal expedited hearing, for which the opening brief is due this week. The specifics of the distribution agreements between Disney and DirecTV, as well as WBD and Char...

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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