The Dan Rayburn Podcast

Episode 12: HBO Max Gets Into Live Sports; The Challenges and Opportunities for CTV; Vizio’s AVOD Revenue Growth

March 06, 2022 Dan Rayburn
The Dan Rayburn Podcast
Episode 12: HBO Max Gets Into Live Sports; The Challenges and Opportunities for CTV; Vizio’s AVOD Revenue Growth
Show Notes

This week we highlight HBO Max entering the live sports market with the news that they will broadcast more than twenty Women’s and Men’s National U.S. Soccer matches each year. We also discuss what Disney’s new ad-supported subscription for Disney+ might look like, when the option launches in late 2022. We also break down AppLovin’s acquisition of CTV platform Wurl for $430 million, based on projected 2023 revenue of $75 million and the challenges and opportunities for the entire CTV market going forward. 

Companies, and services mentioned: HBO Max, WarnerMedia, Netflix, Turner Sports, Disney+, Paramount+, Netflix, Vizio, Pluto TV, AppLovin, Wurl, Human, fuboTV, Roku, Samsung, LG, NBC Sports.

Articles Mentioned
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AppLovin, which announced their plans to acquire Wurl for $430 million has now disclosed Wurl revenue. Wurl is projected to do $75 million in revenue by 2023.

- Vizio Q4 Earnings: Platform+ revenue of $105.1M, up 74%; SmartCast Active Accounts grew 24% to 15.1M; ARPU of $21.68, up 67%; Total revenue of $628.8M, down from $734.3M y/o/y.

- Turner Sports and the U.S. Soccer Federation have reached an eight-year multimedia rights agreement that will make TNT/TBS and HBO Max the exclusive English-language home to more than 20 Women’s and Men’s National Team matches each year.

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