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 • 142 episodes
The Dan Rayburn Podcast
Latest Episodes
Episode 130: Q1 Earnings; Peacock Gains 5M Subs; 851,000 Pay TV Subs Lost; NFL Streaming News; Max Password Sharing Crackdown
This week, we detail Comcast's Q1 earnings, including Peacock's sub gains, thanks to the Charter bundle, with revenue up 16%, on an EBITDA loss of $215M, down from $639M YoY. We also cover all the pay TV losses from Comcast, Verizon, and Charte...
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37:03
Episode 129: Netflix's Q1 Earnings; Latest Sports News; Funding and Acquisition Deals
This week, we detail Netflix's Q1 earnings, including its free cash flow, content spending, and 2025 guidance forecast of $43.5-$44.5 billion. We highlight all of Netflix's comments around its ad tech platform, Netflix Ads Suite (NAS), and why ...
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44:56
Episode 128: NAB Show 2025 Recap and Key Takeaways
For this special podcast, Mark Donnigan and I recap key takeaways from the 2025 NAB Show in Las Vegas, discussing what we heard on the show floor and in sessions. We detail the NAB’s attendance numbers and the impact I saw on the number of atte...
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34:48
Episode 127: MLB Opening Day Outage; More RSN Streaming Options; EdgeCast Relaunch; Bitmovin Reaches Free Cash Flow
This week, we highlight DIRECTV's expanding RSN bundling options, which cover 18 MLB, 16 NBA, and 10 NHL franchises and the addition of Max Basic with Ads to its MyEntertainment Genre Pack. We also highlight the MLB TV streaming outage on openi...
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33:10
Episode 126: JioHotstar’s 60M Concurrent Cricket Stream; F1 TV’s New 4K Tier; Why Apple TV+ Losses Don’t Matter; Max Platform Updates
This week, we discuss JioHotstar's live stream of the ICC Champions Trophy Final, with a reported 60 million concurrent streams and why the industry needs to stop putting so much clout on concurrent or AMA numbers without any other details on t...
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41:45