The Dan Rayburn Podcast
Curating all the streaming media industry news of the week that matters most, in 30 minutes. Unvarnished, unscripted and providing you with the data and analysis you need, without any hype. The pulse of the streaming media industry.
Episodes
168 episodes
Episode 153: Detailing the Latest Sports Streaming Deals from Paramount, MLB, Apple; Price Increases and Industry Layoffs (with special co-host Eric Black)
This week, special guest Eric Black and I detail the latest news in sports streaming and price increases. We cover the impact on UK sports fans, with Paramount Skydance having secured the bulk of UEFA Champions League rights in the UK and Irela...
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45:59
Episode 152: Key Details from Disney and Paramount Earnings; MLS Season Pass Ending; New Prime Video Viewership Numbers
This week, we detail all the numbers you should know from Disney and Paramount's earnings and the comments made by executives during the earnings calls. We discuss the latest subscriber numbers, DTC operating income, ARPU, content spending budg...
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45:27
Episode 151: Earnings Roundup from WBD, Xperi, EchoStar, Altice, Akamai, Fastly; Latest on News from Amazon, ITV, YouTube and Disney
This week, we detail Amazon's confirmation that it has started blocking sideloaded apps on Fire TVs that it deems are being used for piracy, in an effort to restrict users from accessing pirated content. We also discuss ITV's confirmation that ...
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32:41
Episode 150: Netflix to Implement DAI for NFL on Xmas; YouTube TV and Disney Carriage Dispute; Earings Data from Fubo and Fox; Layoffs and AI
This week, we detail Netflix's plans to offer live, dynamic ad insertion (DAI) for NFL games on Christmas and why this is a significant development for the industry. We also debated their new ad viewing definition and the announcement that ads ...
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47:40
Episode 149: Netflix's Earnings and Gen AI Usage; Latest WBD News and Max Price Increases; NBA Streaming Across Peacock and Prime
This week, I detail Netflix's Q3 earnings, its new interactive ads rolling out this quarter, and discuss its current use cases for GenAI. I also cover the upcoming Max price hikes and the latest WBD acquisition rumors, focusing on the numbers t...
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36:14
Episode 148: Review of Amazon's New Vega OS-based Fire TV Stick; Latest News from Apple/F1, WBD, Netflix, Roku, and Ad Tech Industry Challenges
This week, we highlight my review of Amazon's new Vega OS-based Fire TV Stick, which claims to offer "remarkably fast app launches,” but when tested against the Fire TV Stick Max, I found there was no difference in speed. We also detail all the...
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39:40
Episode 147: Netflix's CEO on Gaming, WBD and UI/UX; News Roundup from Ad Week NYC; DAZN Financial Details
This week, we highlight all of the comments from Netflix's co-CEO regarding its upcoming release of five Party Games designed for connected TVs. We also detail his remarks on why Netflix doesn't bid for an entire season of NFL games, why Netfli...
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49:18
Episode 146: Media Stocks up 25% in the Past Six Months; Latest News from Peacock, Max, FOX, Fubo, Disney, Versant, Prime Video, the NBA, and YouTube TV
This week, we highlight the stocks of WBD, Disney, Roku, Paramount, Apple, Fubo, and others, which have all increased by at least 25% over the past six months, with WBD leading the way at 112%. We detail all the latest news related to Peacock, ...
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1:01:43
Episode 145: Detailing WBD, Netflix, and Roku's Balance Sheets; Disney's DTC Price Increases; Netflix and MLB News
This week, we highlight the balance sheets of WBD, Netflix, and Roku, including their market capitalization, debt, cash, and profit and loss statements, as we examine some of the high-level rumors of mergers in the industry, where no one seems ...
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54:50
Episode 144: Debunking AI News; The Challenges in Live Viewership Data; Versant Discloses Revenue; NBA Invests in MediaKind
This week, I highlight where the hype lies in AI, where there is opportunity, and why an "AI-first native strategy" by vendors is the wrong approach. I also explain the importance of AI use cases that help boost efficiency, versus those that ar...
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46:01
Episode 143: YouTube's NFL Stream Viewership Numbers; Latest WBD News; Vimeo To Be Acquired
This week, I cover the viewership stats from YouTube’s exclusive NFL live global stream, breaking down what the numbers really mean, since many in the media misreported them. I discuss the challenges that the NFL, FOX and ESPN say they have in ...
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37:17
Special Podcast: New OpenMOQ Software Consortium Launches, to Advance MOQ-based technology
The OpenMOQ Software Consortium has launched as a new effort among vendors and content owners, focused on advancing MOQ-based technology through open-source software. The consortium is tasked with developing high-performance software that will ...
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26:18
Episode 142: News Recap from FOX, Disney, Fubo, Apple TV, BritBox, Netflix, and Upcoming Layoffs from Paramount
This week, I cover the launch of Fox One and ESPN Unlimited, which appeared to go smoothly, with few user issues reported. I detailed the news of the week, including price increases for Apple TV+ and BritBox, the launch of a new $20 bundle from...
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20:43
Executive Interview: Hydrolix's CEO Details the Changing Economics of Big Data and Real-Time Observability for Streaming
Marty Kagan, co-founder and CEO of Hydrolix, joined me for a detailed conversation on the importance of delivering better end-user QoE with real-time telemetry and the challenges that come with CDN observability. Marty highlights why more hot d...
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30:24
Episode 141: Paramount's UFC Deal; Disney and FOX Bundle; Starz Declining Subs; New Features Coming to Sky Sports Premier League Coverage
This week, we detail Paramount Global's seven-year deal with TKO for the rights to stream UFC fights, the impact on ESPN+ and UFC's approach to move away from PPV to expand its audience. We also discussed the new Disney and Fox bundle launching...
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58:06
Episode 140: Disney Earnings and NFL/ESPN News; Latest Numbers from WBD, Fubo, Altice and FOX One Launch
This week, we detail all the news from Disney's earnings, its proposed deal between ESPN and the NFL and the launch of ESPN's new DTC service this month. We also discuss the impact of Disney's decision to no longer report paid subscribers or AR...
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45:37
Episode 139: Earnings Recaps from Comcast, Roku, Fubo, EchoStar, Spotify, Meta and Amazon
This week, I outline the key numbers you should know regarding subscriber gains and losses, as well as the profitability of D2C businesses for Peacock, Roku, Paramount, Sling TV, and Fubo. I also cover the revenue growth from cloud providers Am...
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32:59
Episode 138: MLS Discloses Sub Numbers; YouTube Earnings; Latest News from Disney, ESPN, NBC, MAX and Paramount
This week, we highlight the details surrounding the MLS commissioner's disclosure that MLS Season Pass is averaging 120,000 unique viewers per match on Apple TV, representing a nearly 50% increase from 2024. For earnings, we cover Q2 ad revenue...
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46:57
Episode 137: Detailing Netflix's Q2 Earnings; Deltatre Plans to Acquire Endeavor Streaming
This week, we highlight the key numbers and comments from Netflix's Q2 earnings, covering finances, ad growth, live event strategy, competition, AI, and content strategy. We detail the financial metrics tied to revenue, free cash flow, debt, an...
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57:35
Episode 136: Disney's Latest Content Deals; Apple and F1 Rumors; Ultra Low Latency Deployments
This week, we highlight Disney's new content bundling deals with Charter and ITV, as well as Paramount's new agreement with DIRECTV. We discuss Amazon's investment in AI to help remaster SD content into HD, and what we think the impact of AI ca...
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50:54
Special CDN Podcast: The Latest on Delivery Pricing, Capacity Planning, DIY, Latency and Bitrate Trends
This special CDN focused podcast details the latest on delivery pricing and industry trends. I discuss delivery commits, QoE measurement, DIY deployments, HD HDR bitrates, and the impact of vendors exiting the market. I also cover how content o...
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35:52
Episode 135: Disney Layoffs; Sports Streaming News; BBC Low Latency Trial; Wowza Makes AI Tech Acquisition
This week, we highlight all the sports news from Peacock, Pac-12, ESPN, Optus Sport, Amazon, IMG, and NASCAR, detailing viewership stats and new licensing deals. We also cover the recent layoffs at Disney, the BBC's low latency live streaming t...
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43:34
Episode 134: Recapping News From WBD, Disney, Netflix, YouTube, Amazon, F1 and Streaming Vendors Qwilt, Phenix and Brightcove
This week, we cover a lot of news, stats and numbers across WBD, Disney, Netflix, YouTube, MGM, Amazon, F1, DAZN, NFL, Verizon, Starz, Roku, TikTok, Apple TV, Premier League, JioHotstar, Paramount and other sports and OTT services. We also disc...
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48:01
Episode 133: New Ad Tier User Numbers; FOX and ESPN DTC News; YouTube Gets Exclusive NFL Game
This week, we cover the news from the Upfronts, with Netflix and Amazon announcing updated ad-tier user numbers, YouTube disclosing ad conversions on Shorts, and some of the new ad formats coming to OTT platforms. We also detail the upcoming DT...
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30:26
Episode 132: Key Q1 Earnings Numbers from Disney, WBD, Paramount, AMC Networks, Altice, EchoStar, Vimeo, Kaltura, Akamai, Fastly and Cloudflare
This week, we highlight the key Q1 earnings numbers from Disney, WBD, Paramount, AMC Networks, Altice, EchoStar, Vimeo, Kaltura, Akamai, Fastly and Cloudflare. We detail the numbers tied to DTC subscribers additions/losses, profitability, bundl...
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34:15