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 • 145 episodes
The Dan Rayburn Podcast
Latest Episodes
Episode 133: New Ad Tier User Numbers; FOX and ESPN DTC News; YouTube Gets Exclusive NFL Game
This week, we cover the news from the Upfronts, with Netflix and Amazon announcing updated ad-tier user numbers, YouTube disclosing ad conversions on Shorts, and some of the new ad formats coming to OTT platforms. We also detail the upcoming DT...
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30:26
Episode 132: Key Q1 Earnings Numbers from Disney, WBD, Paramount, AMC Networks, Altice, EchoStar, Vimeo, Kaltura, Akamai, Fastly and Cloudflare
This week, we highlight the key Q1 earnings numbers from Disney, WBD, Paramount, AMC Networks, Altice, EchoStar, Vimeo, Kaltura, Akamai, Fastly and Cloudflare. We detail the numbers tied to DTC subscribers additions/losses, profitability, bundl...
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34:15
Episode 131: Key Takeaways from Roku, Fubo, Amazon, Apple, and Harmonic's Q1 2025 Earnings
This week, we detail Roku's revenue growth of 16% YoY, with the number of streaming hours growing by 5.1B hours YoY. We also highlight Roku's announcement that more than a third of streaming households in the U.S. streamed monthly from its cont...
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44:15
Episode 130: Q1 Earnings; Peacock Gains 5M Subs; 851,000 Pay TV Subs Lost; NFL Streaming News; Max Password Sharing Crackdown
This week, we detail Comcast's Q1 earnings, including Peacock's sub gains, thanks to the Charter bundle, with revenue up 16%, on an EBITDA loss of $215M, down from $639M YoY. We also cover all the pay TV losses from Comcast, Verizon, and Charte...
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37:03
Episode 129: Netflix's Q1 Earnings; Latest Sports News; Funding and Acquisition Deals
This week, we detail Netflix's Q1 earnings, including its free cash flow, content spending, and 2025 guidance forecast of $43.5-$44.5 billion. We highlight all of Netflix's comments around its ad tech platform, Netflix Ads Suite (NAS), and why ...
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44:56