The Dan Rayburn Podcast
The Dan Rayburn Podcast
Latest Episodes
Episode 178: YouTube's Peacock Deal; Gotham Sports App Shutting Down; Infrastructure Earnings from Amazon and Microsoft
This week, discuss the news that eligible YouTube Premium subscribers in the U.S. will gain access to ad-supported Peacock Premium in 2027 at no additional charge and debate if this means NBCU will become a content arms dealer. We detail the pl...
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...
