The Dan Rayburn Podcast
The Dan Rayburn Podcast
Latest Episodes
Episode 187: Fox/Roku Deal Closes; YouTube, Starz, Fox, Amazon, Alphabet, Fastly and Akamai Q3 Earnings Recap
This week, we cover the unexpected news that Fox's acquisition of Roku has closed, much earlier than originally projected and what we think it means for both companies and consumers. We also cover Q3 earnings numbers from streamers, with YouTub...
Episode 186: Special Podcast; Layoffs, State of the Industry and Getting a New Job
Jobs in the streaming industry are disappearing, and for many, getting a new job will be hard. By my estimates, the streaming industry is in the midst of 50,000 job cuts. Since my LinkedIn posts (https://lnkd.in/p/gKvAFYJC) detailing the layoff...
Episode 185: Posts About Netflix's Earnings Are Delusional; Disney's 4K HDR Plans; Peacock Q3 Numbers; More iPhone Duo Streaming Apps
This week, I cover why many articles about Netflix's Q3 earnings are delusional: they use false data, make up quotes executives never said, cite numbers with no source, and use snippets of comments without context. I explain why we shouldn't tr...
Episode 184: Netflix's Business Stable, Despite Layoffs; Disney's Super Bowl Streaming Goes International; Apple's New TV 4K Costs $300
This week, we cut through the noise around Netflix's recent layoffs with facts, as many incorrectly claim Netflix's business is "collapsing" and "struggling." We note that, according to Netflix's data, engagement was up 2% in the first half of ...
Episode 4: The Sports Streaming Podcast, with Dan Rayburn & Eric Black
This month, Eric Black and Dan Rayburn discuss how the consumer sports streaming experience could be impacted by Skydance now owning all of the sports content under both WBD and Paramount, consisting of NFL, MLB, NHL, March Madness, the Masters...
