The Dan Rayburn Podcast
The Dan Rayburn Podcast
Latest Episodes
Episode 177: Roku's Hardware Price Increase; Peacock Turns a Profit; Final FIFA World Cup Numbers from YouTube, TikTok, Fox and Telemundo
This week, I detail Comcast's Q2 earnings, which, for the first time in six years, showed Peacock had a positive quarter, with $189 million in EBITDA. This positive news was offset by the loss of 280,000 cable TV subscribers and 167,000 broadba...
Episode 176: Netflix Q2 Earnings, Industry Doom and Gloom Overrated; Fandango to Compete in the FAST Market
This week, I discuss Netflix's earnings, the new numbers it disclosed regarding live streaming, confirmation that engagement didn't decline, double-digit revenue growth in all regions, and the largest share buybacks in company history. I explai...
Episode 175: Comcast to Split Business; ITV Sells to Sky; Meta Planning Cloud Business
This week, I discuss Comcast's plans to split its media and technology businesses, spinning off NBCUniversal and Sky into a separate publicly traded company. I questioned why it didn't happen sooner, since for years we've seen from its balance ...
Episode 2: The Sports Streaming Podcast, with Dan Rayburn & Eric Black
This month, Eric Black and Dan Rayburn talk about World Cup viewership, breaking down the numbers between linear and streaming, and the problems posed by the lack of a standard measurement. They also cover World Cup latency, including on airpla...
Episode 174: TF1 Channels Go Live on Netflix in France; Meta Enables AV1 Across RTC Apps; Apple TV Hardware Now Costs $199
This week, we discuss the launch of TF1 Groupe programs and live TV channels on Netflix in France, the first such deal for Netflix. We detail the available content and explain why we think TF1 dramas, reality shows, news and sports could help l...