The Dan Rayburn Podcast

Episode 66: Analyzing Disney's Financials; Max to Add Higher Priced Sports Tier; Sling TV Loses Subs; NFL+ Price Increase

August 15, 2023 Dan Rayburn
The Dan Rayburn Podcast
Episode 66: Analyzing Disney's Financials; Max to Add Higher Priced Sports Tier; Sling TV Loses Subs; NFL+ Price Increase
Show Notes

This week we break down Disney's recent financials and news from their earnings including their DTC revenue and losses; subscriber churn, the announcement of higher pricing for their ad-free tiers, ESPN+ and Hulu + Live TV, as well as their plans to crack down on password sharing next year. We also detail the numbers from other earnings including Paramount’s addition of 700,000 Paramount + subs, Sling TV’s loss of 97,000 subs, and Vizio’s AVOD revenue of $142.3M, which was up 28% from the previous year.
 
Also discussed is the latest sports streaming news across the industry including the report that Warner Bros. Discovery plans to simulcast live MLB playoffs on cable TV and Max streaming in October, as the debut of a new sports tier, called Bleacher Report, and plans to charge users more if they want to watch sports on Max. We also detail the latest from the NFL, which is raising the monthly prices of their NFL+ plans and for the first time will allow NFL Network and NFL RedZone to be viewed on a TV and PC.

Finally, we touch on funding news by Visionular, Akamai's impressive Q2 earnings and Everpass Media's distribution deal with NBCUniversal. 

Podcast produced by Security Halt Media