This week we breakdown the confusing streaming numbers given out by NBC Sports from the Super Bowl and cover what you need to know about revenue growth, profit/loss, market cap and revenue guidance based on earnings from Roku, Paramount, Fastly, Akamai and Brightcove. We also call out Phenix for their bogus ultra-low latency claims around the Super Bowl and the narrative they are pushing with the media claiming “sports streaming is broken”, when it isn’t. Finally, we cover the latest impact to streaming media related stocks which had another bad week, with some seeing big declines in their stock price.
Companies, services and people mentioned: NBC Sports, Peacock TV, Paramount+, AMC Networks, Roku, Akamai, Fastly, Brightcove, Kaltura, Phenix, Chas Mastin, Alex Zambelli, Will Law, Catie Keck.
Articles Mentioned
- Q4 Earnings: Key Numbers From Brightcove, Akamai, Fastly, Cloudflare and Vimeo
- NBC Sports Confusing Super Bowl Streaming Numbers
- The Super Bowl Didn’t Offer Ultra-Low Latency Streaming Because There Was No Business Value In Offering It
Questions or feedback? Contact us at dan@danrayburn.com
Podcast produced by Security Halt Media