The Dan Rayburn Podcast
The Dan Rayburn Podcast
Latest Episodes
Episode 173: Fox and Roku Deal Facts and Numbers; World Cup Viewership Stats; Numbers From Bending Spoons IPO Filing; Latest Codec News
This week, we separate facts from opinions on the news that Fox Corporation has agreed to acquire Roku. We break down all the numbers, the impact on Tubi and The Roku Channel, Roku's hardware business, and all the other details you need to know...
Episode 1: The Sports Streaming Podcast, with Dan Rayburn & Eric Black
Sports streaming is kind of a big deal. So, Eric Black and I have teamed up to record a new monthly podcast breaking down the Business and Technology of Sports Streaming. Giving listeners insight into the latest content deals, viewership number...
Episode 172: World Cup Preview; Peacock's Vertical Video; NFL Streaming Schedule; Prime Video's Profitability
This week, special guest Eric Black and I discuss the upcoming World Cup, detailing streaming and pay TV viewership numbers from the 2022 event and what to expect this year. We also discuss the MLS game that used Apple iPhones for video capture...
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-...