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 • 118 episodes
The Dan Rayburn Podcast
Latest Episodes
Episode 106: Disney Shuts Down TV Everywhere Apps; Latest Venu, NBA and WBD Legal News; Netflix Stock Hits Three-Year High
This week, we detail the latest updates surrounding the Paramount and Skydance merger, the Fubo and Venu Sports pretrial conference on September 12 and the NBA asking New York’s Supreme Court to dismiss Warner Bros. Discovery’s matching rights ...
September 05, 2024
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34:27
Executive Interview: Michelle Noon of PE Firm Clearhaven Partners Discusses Video Infrastructure Software Valuations, Acquisitions and Cash Flow
Michelle Noon, founder and managing partner of private equity firm Clearhaven Partners, joined me for a detailed conversation on the current state of the financing market tied to valuations, interest rates, and balance sheets. Michelle discusse...
August 26, 2024
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43:06
Episode 105: Venu Ruling; Paramount Layoffs; Higher NFL Sunday Ticket Pricing; Disney's New CTO
This week we discuss the latest temporary injunction against Venu Sports and what it may mean for Disney, FOX, WBD and Fubo. We also cover the latest pricing increase from YouTube’s NFL Sunday Ticket and new Sling TV and Verizon bundling option...
August 20, 2024
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42:43
Episode 104: Recapping Q2 Earnings Numbers from WBD, Paramount, Disney, EchoStar, Vizio, Akamai, Fastly, Brightcove and Lionsgate
This week, we recap the key points from Q2 earnings involving media companies and vendors, highlighting DTC subscriber additions and losses, profit and loss, cord-cutting, WBD and Paramount writing down the value of their TV businesses, and hig...
August 14, 2024
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45:38
Episode 103: Key Earnings Data from Roku, Comcast, Fubo and The Latest Content and Sports News
This week, we detail the key data and numbers from Roku, Comcast, Charter, Fubo, Vimeo, Harmonic, and Alphabet's Q2 earnings. We also discuss the most recent developments in content news, including Venu's pricing, the NBA agreement that permits...
August 14, 2024
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40:10