The Dan Rayburn Podcast
The Dan Rayburn Podcast
Latest Episodes
Episode 171: Infrastructure News from Akamai, Fastly and Cloudflare's Earnings; Anthropic and OpenAI Cloud Spend; Disney, WBD and Fubo Earnings
This week, we discuss a wild week in infrastructure news, with Akamai, Fastly and Cloudflare reporting earnings, sending all three companies' stock up or down by at least 30%. We detail Cloudflare's announcement that it will lay off over 1,100 ...
Episode 170: Q1 Earnings Data from Roku/Peacock/Amazon/Microsoft and AI Capex Spend; YouTube Custom Multiview; Amazon's Fire OS Confusion
This week, we detail the numbers you need to know from Q1 earnings from Roku, which, for the first time, separated out revenue for its advertising and subscription business. We also cover earnings from Comcast, the latest Peacock numbers, cord-...
Episode 169: Special NAB Show Recap: Content, Themes, Messaging and Lessons Learned
This week, we recap what we saw and heard at the 2026 NAB Show, covering themes, content, the West Hall exhibit floor and what speakers presented at the Streaming Summit. We highlight some of the topics discussed most, including sports, workflo...
Episode 168: NFL and DOJ News Overblown; New Amazon AI Revenue Data; YouTube Raises Premium Pricing; Sling TV/FOX/Fubo/Disney+ News
This week, we detail YouTube's upcoming price increase across all U.S. YouTube Premium plans, Sling TV's new $20 monthly plan that includes ESPN, and FOX's announcement that it will shut down the Fox Sports app for smart TVs and connected devic...
Episode 167: Latest Sports Streaming Viewership Numbers; Oracle Layoffs; The Problem With AI Capex Spending
This week, we detail viewership numbers from Netflix, NBC Sports and Peacock for MLB's opening week, highlighting the multiple issues with how the data is collected and presented, leading to impossible comparisons. We also discuss OpenAI's hiri...