The Dan Rayburn Podcast
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.
Podcasting since 2021 • 152 episodes
The Dan Rayburn Podcast
Latest Episodes
Episode 139: Earnings Recaps from Comcast, Roku, Fubo, EchoStar, Spotify, Meta and Amazon
This week, I outline the key numbers you should know regarding subscriber gains and losses, as well as the profitability of D2C businesses for Peacock, Roku, Paramount, Sling TV, and Fubo. I also cover the revenue growth from cloud providers Am...
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32:59
Episode 138: MLS Discloses Sub Numbers; YouTube Earnings; Latest News from Disney, ESPN, NBC, MAX and Paramount
This week, we highlight the details surrounding the MLS commissioner's disclosure that MLS Season Pass is averaging 120,000 unique viewers per match on Apple TV, representing a nearly 50% increase from 2024. For earnings, we cover Q2 ad revenue...
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46:57
Episode 137: Detailing Netflix's Q2 Earnings; Deltatre Plans to Acquire Endeavor Streaming
This week, we highlight the key numbers and comments from Netflix's Q2 earnings, covering finances, ad growth, live event strategy, competition, AI, and content strategy. We detail the financial metrics tied to revenue, free cash flow, debt, an...
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57:35
Episode 136: Disney's Latest Content Deals; Apple and F1 Rumors; Ultra Low Latency Deployments
This week, we highlight Disney's new content bundling deals with Charter and ITV, as well as Paramount's new agreement with DIRECTV. We discuss Amazon's investment in AI to help remaster SD content into HD, and what we think the impact of AI ca...
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50:54
Special CDN Podcast: The Latest on Delivery Pricing, Capacity Planning, DIY, Latency and Bitrate Trends
This special CDN focused podcast details the latest on delivery pricing and industry trends. I discuss delivery commits, QoE measurement, DIY deployments, HD HDR bitrates, and the impact of vendors exiting the market. I also cover how content o...
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35:52