The Dan Rayburn Podcast

Episode 63: FAST is Popular, but Not Profitable; Microsoft to Shut Down Azure Media Services

July 10, 2023 Dan Rayburn
The Dan Rayburn Podcast
Episode 63: FAST is Popular, but Not Profitable; Microsoft to Shut Down Azure Media Services
Show Notes

This week we discuss the topic of FAST and how as an industry, we have almost no details on revenue growth amongst the FAST platforms. With Plex’s recent round of layoffs and too many FAST channels in the market, we make the case that popularity, without profitability, is a problem for FAST operators. We also discuss YouTube TV's business including their outage that took place during the NBA playoffs, their decision to drop SNY and the MLB network, and YouTube's experiments with ad-blockers. Finally, we break down why Microsoft announced it will shut down Azure Media Services in 2024 and exit the video workflow business.