The Dan Rayburn Podcast

Episode 41: Bob Iger Comes Back As CEO of Disney, Why It Matters; Apple Details MLS Pricing and Video Quality

Dan Rayburn

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0:00 | 39:59

This week, we discuss Bob Iger returning to Disney as CEO and the impact it could have on Disney’s DTC business, including bundling, pricing, sports licensing and improving Disney's balance sheet. We also highlight the new details Apple released about their MLS streaming service, MLS Season Pass, which will offer 1080p/60 video and launch in February for $15 a month or $100 for the year. Also included in the discussion is a list of all the Black Friday streaming deals and their negative impact on ARPU for streaming services.

Companies and services mentioned: Disney, Netflix, Warner Bros. Discovery, Disney+, Apple TV+, MLS, MLB, Hulu, Peacock TV, Paramount+, Discovery+, Roku, DISH, Amagi.

Podcast produced by Security Halt Media