The Dan Rayburn Podcast
The Dan Rayburn Podcast
Latest Episodes
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...
Episode 183: Skydance's Business Challenges; Live Linear TV Price Increases; The Latest RSN and Sports News
This week, with the Skydance and WBD deal done, we detail some of the business's challenges, including nearly $80 billion in combined debt, uncertainty over who will be impacted by layoffs, and the work required to combine multiple streaming se...
Episode 182: Latest Paramount/WBD News; Encoding for the iPhone Duo Screen; NFL News from Disney, Netflix, NBC; AI Won't Replace People
This week, I cover the latest in the Paramount/WBD merger, with rumors that Paramount and 12 state attorneys general could reach a deal in the next few days. In other Paramount news, Comcast and Paramount, which owns SkyShowtime, are reviewing ...