Speaker 1 0:02

Welcome to this week's edition of the Dan Rayburn podcast, the show that curates the streaming media industry news that matters most, unvarnished, unscripted and providing you with the factual data you need to know, without any of the hype, the Pulse of the Streaming Media Industry.

Speaker 2 0:23

Welcome to the Dan Rayburn Podcast. I'm Dan Rayburn, along with co-host Mark Donegan, Back for another week of insanity is what I'm going to call it this week.

Speaker 3 0:31

This is the insane week. This is the insane week. We were just talking about Mike Tyson's butt.

Speaker 2 0:40

Yeah, unfortunately. Yes, we had to see that we're recording this exactly one week after.

Speaker 3 0:46

Netflix's event. Event last friday. Today is friday, november 22nd. By the way, the insanity is not, we're actually not referring to netflix.

Speaker 2 0:50

So just to be super clear, we are going to talk about netflix is um, the way I will describe this is since the boxing event on netflix, apparently everybody in our industry is now an expert in cdn and infrastructure. Oh yes, oh yes, um, people have lost their damn minds.

Speaker 2 1:07

Every vendor apparently can solve netflix's problem yeah, no they don't know what it is yeah, people are referring to data, that is, I mean, someone today posted well, I know exactly what happened because here's a white paper from four years ago that a third party company wrote yeah, implying as if netflix hasn't changed their infrastructure in four years. And oh, by the way, Netflix presented at the NAB Streaming Summit last year a dedicated 30-minute session on how they built out their infrastructure.

Speaker 3 1:37

Yeah, so maybe reference Go back and watch that video.

Speaker 2 1:39

Yeah, Directly from Netflix and okay, yeah, it's talking VOD at the time. Yeah, but just all the nonsense around this. What I've learned, mark, is just how lazy many people are. It seems nobody who's writing about this even did a trace route, and I'm fascinated by people the amount of people who are saying, well, if Netflix used a third party CDN, if they delivered?

Speaker 1 2:03

to themselves if they didn't use Akamai here's an idea Ask Akamai.

Speaker 2 2:08

All the CDNs were very clear to say oh no, we had no involvement in that.

Speaker 3 2:13

It's not a secret Mark.

Speaker 2 2:20

Interesting story here. So I was on a military trip, didn't have access to my computer. Get back to the hotel, I get into the lobby. Maybe 10 minutes before the fight there's multiple people in the lobby trying to watch the game on phones, on iPads, on the.

Speaker 3 2:35

TVs.

Speaker 2 2:36

And then there's also this nice old couple who's trying to watch the game in their room and I quickly realized they were asking me hey, do you know anything about streaming? Which I thought was like is this like a hidden camera?

Speaker 3 2:46

Is that?

Speaker 1 2:46

me. Yeah, like ask you Are you kidding me?

Speaker 2 2:49

It just happened to be in the lobby. Now it turns out they're deaf, which is why I was having trouble understanding them, so I explained it. I'd come back. I went to the room, I looked at it. Now they're streaming it on their phone. Yeah, but because they're deaf, they want to be able to see closed captioning on the larger screen. Totally makes sense. I didn't realize until then that Netflix had disabled casting to the TV on the AVOD only plan on the advertising plan.

Speaker 1 3:17

I should say I had no idea. Yeah, oh, so for 10 minutes.

Speaker 2 3:21

I was like man, what is wrong with me? Right, I know how Netflix works. Why can't I get this to work? So I couldn't get it to work and then finally I realized, oh, they don't support it. So in my room I happened to have an adapter for their MacBook with a, you know, hdmi cable got it working for them. But interesting because I'm usually testing these events at home Access to a lot of different gear here to test different devices but it was interesting here I was in a real world environment yeah, hotel with multiple people all having issues of one kind or another, and I could see it in real time and then I was

Speaker 2 3:53

getting all kinds of trace routes from people around the country. Now I also know it's a larger problem. We don't know to what percentage of users for everyone. Who's saying what was? Two percent, five percent of users had issues you don't know. Stop giving out those numbers. You're hurting the industry, not helping it. But one of the ways I judge live events and the impact is by how many texts and phone calls I get from people all over who know me and are like you, do something with streaming. How do I fix this?

Speaker 3 4:21

Yeah, I'm trying to watch this.

Speaker 2 4:23

I got so many of those, but also fascinating. I woke up the next day and I was like, okay, why did I just get 50? It was 54,000 hits to one blog post overnight, and the blog post I wrote a little while ago was the top largest live events on the internet, and here's a list of them. So people were clearly Googling consumers. It was fascinating to see. And then the quick post I put up online was over a hundred thousand impressions within a day.

Speaker 3 4:55

Man incredible, so I looked just before.

Speaker 2 4:56

Here, the four posts I've put up about Netflix in the last week are about three quarters of a million impressions just on LinkedIn. Wow, which. I've never seen to that degree. Yeah, yeah. So this, this whole thing, has just been absolutely insane. Um, for those people who also were like, oh, after this is going to crush Netflix stock on Monday Well, yeah, hello, that didn't happen.

Speaker 3 5:19

I actually bought more Netflix, I mean wow.

Speaker 2 5:24

Yesterday it closed at almost $900.

Speaker 1 5:26

Yeah, the market cap was $383 million. What did?

Speaker 2 5:30

it close up today.

Speaker 1 5:32

Let's take a quick look, let's see, it's just after four o'clock, so today it was only up 31 cents.

Speaker 2 5:36

It closed at $897.79.

Speaker 3 5:40

So flat from from yesterday, touching, touching, touching 900,. So flat from uh, touching, touching, touching 900, touching 900, bucks Almost a 384 billion market cap. Yeah.

Speaker 2 5:52

Now I'm not surprised because Netflix is not losing any money, even if maybe you had some subscribers who were like, so mad at you, netflix, I'm canceling. Yeah, they're not losing a lot of money from it. So what you have to realize here, if're listening, is netflix is playing the long game. This is chess over checkers as I put on. Will they get better? Yes, now the other thing this was not flick, not netflix's first event.

Speaker 2 6:13

I see everybody writing it's not their first event, it's their ninth event live yeah and that's outside of these one-off live cooking shows, which somebody on netflix thank you for pointing that out to me on LinkedIn. There's also been some very small one-off live events. They will get better over time, yeah, no doubt, but what what this showed money managers on wall street is that Netflix has this brand scale, reach and ability to attract viewers like nobody else. Now NFL is playing the long game here, because right away people wrote oh, the NFL. Somebody even called me and said the rumor I heard is NFL is going to pull the game from Netflix. Really, Really.

Speaker 2 6:55

Somebody called and said that.

Speaker 2 6:56

Come on, you think that they're going to pull a game and give it to a new streaming service less than 30 days to prep? Come on. So what did Netflix actually say publicly two days ago? Quote it is staggering the scale of Netflix platform and what they've done. I think they'll be ready for Christmas. I think the fight shows the power of their global platform and where they were internationally, which is one reason we did this deal. I think what they did was pretty extraordinary. End quote. Now, we've been saying this in the podcast forever Netflix went with NFL. Sorry, nfl went with Netflix, for Christmas also because it's the first time ever they've given global rights.

Speaker 2 7:36

We know the numbers now based on the Paul Tyson fight Pete did 65 million concurrent. 38 million were in the USs. That's over 20 million that came from outside the us. That's right. Netflix has the power here. Yeah, so things will get better over time. Um, that is not something they're going to have a problem with. A couple other things to note here is we did get an announcement from netflix that wwe raw is going to debut on january 6th at 8 pm. So now we know that.

Speaker 2 8:06

So that's coming right off, right off christmas, and just you know two, two, two yeah a couple of things we can have later just on netflix here. If anybody is with a p2p company and you leave a comment on any of my posts saying your p2p technology could have fixed this.

Speaker 3 8:25

It's getting deleted.

Speaker 2 8:26

And just putting it on the record. Now it's getting deleted. I'm done. I am so done with this. The amount of P2P stuff that's popped. Well, they just used us and this is why we're launching our product next year. So you have a product that is never launched in the market and you're going to solve Netflix's problem oh geez, market. And you're going to solve netflix's problem oh geez, um. The folks quoting netflix supplemented its cdn with public cdns.

Speaker 3 8:52

False. It did not false. False, it was 100 open connect open connect.

Speaker 2 8:56

Here's another one. One option for scaling perhaps up to 1 billion viewers like is needed is would be to put edge compute servers inside people's homes. Oh dear lord yeah really inside people's homes.

Speaker 2 9:10

yeah uh, I'm not going to call this person out, even though they're absolutely horrible in our industry and everything they push out is factually wrong. I loved how they then said we are the only publication to put hard numbers on the table. Oh no, they didn't put any numbers in the post at all, none. And then they referenced, you know, something from four or five years ago.

Speaker 3 9:30

Oh, yeah, that study. Yeah, that's that traffic study, right? Yeah, you know what I'm referencing that people are pulling out.

Speaker 2 9:36

Yeah, exactly Another person said well, you know, the reason we didn't put anything out is because Netflix's PR team isn't receptive. Well, if you think you're going to get information from PR people, no offense. Pr people companies. That's not their job. Yeah, no, no, it's not what they're supposed to be doing.

Speaker 2 9:52

So, why have I not put up a post, like everyone's asking me to Dan, tell us what went wrong? You know why? Because I don't have all the details, so I'm not going to guess. I'm not going to guess, I'm not going to speculate, right, that's not what I do Now. I do have some information from, I'll just say, good sources. I will put a post up soon.

Speaker 2 10:16

Um, I did talk to multiple ISPs. The other thing to note here is ISPs have a lot of insight into what took place, so I'll read some stuff here as an example. Two ISPs one who's one of the largest ISPs in the US, let's put it that way talked about how they had absolutely no issues in terms of their connections, interconnects with Netflix, and remember, netflix is connecting to a lot of folks via interconnect. Others said we had plenty of OCA bandwidth, capacity and overhead available. So you have to stop and think of where the issues were. I know for sure that there were issues with the manifest files. Yeah, I saw some issues there, this idea that everyone's putting out there. They're like oh well, netflix just didn't have enough peering. The vast majority of what Netflix is doing, in case you don't know, is also dark fiber. Almost all their traffic was carried on the PNI and appliances. Some ISPs also told me this was not the largest night for them, which everyone else has said. Now you know what the largest night was to them to date. It was the TNF game in the video game release, I think it was. Was it a Grand Theft Auto update or no? It was a Call of Duty update last Thursday, along with TNF on the same night, and Current yeah and Current yeah. For some of these ISPs, netflix on that night. For Friday, it was only one third of their network traffic.

Speaker 2 11:50

So I'm hearing that ISPs had a healthy overhead of Netflix interconnect OCA. You know OCA may have had some problems, you know here and there, but for all this talk about like oh well, netflix didn't put enough capacity in place, a lot of what they're doing is not via transit. Also, there's a lot of talk about how caches are inside ISPs networks. In the US, almost no large ISPs allow Netflix's caches inside their footprint. Now, how do we know this? Well, because when Comcast announced their interconnect deal with Netflix, they spelled out I did so in a detailed blog post exactly how they connect to them. They're not deploying caches inside their network. It's interconnects in many cases it's dark fiber, sometimes it's transit, but it's mostly interconnects, yeah.

Speaker 2 12:38

So my point in all this is people are guessing. They most don't have any idea what they're talking about and you know what. The ones who do know what is going on can't come out and say anything. Yeah, of course not. That's that's the reality of it. I have another isp here who says okay, we've got some caches of theirs and their larger telco central offices and cable head ends, but they also have direct private peering connections and none of their private peering connections were saturated. So this idea that Netflix oh, by the way, they did poor planning, they didn't do enough with ISPs or with transit it's not necessarily the case Doesn't appear to be in the U? S. Inside the U? S and don't know, there's also people speculating. Well, netflix doesn't have enough compute power. Compute power for what? I don't know. Mark, you'll notice a lot of people use the word capacity.

Speaker 1 13:29

Netflix didn't have enough capacity. But you notice, they don't define it.

Speaker 2 13:32

Yeah, what type of capacity? Well, they don't say why.

Speaker 3 13:41

Because they don't know. Yeah, so just a lot of generic statements with a bunch of hyperbole, that it's just not helpful. And you know my observation. In fact I, I posted a comment on your yeah, I think it was your main thread and you know, first of all, with the and, and look, you know, we're in the industry and everybody has a right to an opinion. And you know, and I know that some of this is, you know, I'm playing out public facing, like scenario planning, almost. You know, and, hey, you know I'm not going to say that there isn't maybe a little bit of use when there's some big event and there's and there's a glitz, and there's a hiccup, and there's discussion and debate. Because, to your point, Dan, you know, first of all, what is it going to serve Netflix to publish? I heard people saying Netflix needs to publish a blog. You know, a technical blog that explains what happened. It's like they don't need to be great if they did. Yeah.

Speaker 2 14:32

I mean, you think consumers care.

Speaker 3 14:34

Yeah, consumers don't care. You know, and and this information over time trickles out, you know, if anything just from you know, people that know, and you know, eventually you know we kind of learn what happened. So you know, I don't suggest that we can't have a dialogue and a discussion and a debate and open up, that's all fine. But the problem is there is just there are so many assumptions, so much misinformation, so much just blatant, and there's a lot of people just absolutely looking in the wrong places.

Speaker 3 15:04

And you know you just closed the door on all the on all the ISP CDN capacity. Oh, it's because they didn't use multiple CDNs, because they didn't use commercial CDNs, that's why they failed. Or you know you pretty much closed the door on that. You know, with these private comments that that you just read, you know there's other places that I am sure there are um, a lot of smart people. There's at least a small number of smart people who are working probably day and night right now doing postmortems, getting to the bottom of it. And you know they are going to do everything possible to make sure on Christmas day the issues they identified for the Tyson fight don't happen. You know, now could something new happen?

Speaker 2 15:50

Maybe you know I mean so guess control.

Speaker 1 15:53

Yeah, I'm sure, yeah, I'm, I'm.

Speaker 3 15:56

I'm sure it is and you know and and and. Look, you know they are focused on this. And if the street was really worried, I also put up a screenshot of the stock price, I think on your thread, dan, where I'm like meanwhile there's a stock just rocking up and look, that isn't the only indicator. But if the company was in trouble, as is being sort of painted stock generally doesn't go up. Yeah, that's true, but also just let's keep this in context.

Speaker 2 16:32

It's an incredible feat for what they did. We don't know what percentage of people had an issue.

Speaker 1 16:37

We always know there's going to be a percentage.

Speaker 2 16:39

Now, was it 1%? I don't think it was. Again, I don't know the number and I didn't put any numbers out there, but the point is, naturally, I want to see, as a consumer, I want to see it work.

Speaker 3 16:49

Yeah, of course I want it to work right?

Speaker 2 16:51

Yeah, there's nothing wrong. Consumers wanting that yeah, but the you know the false information out there. You know one of the network people said to me, isp. They said they had both the fight and regular programming streaming from an OCA closest to them and only the fight had issues. Oh, so what does that tell you? If you look at what people are saying and you're smart enough, you can figure out some of the problems here, so stabbing at the dark is not needed. Someone said this, mark quote all Netflix caches are embedded inside ISP networks. We're removing all dependency on peering points. Where what are you talking about?

Speaker 2 17:26

peering is still used yeah so it was incredible the amount of information. That is just wrong. What bothered me the most, as it always does, is the fact that people don't question it, it's just oh, okay, well, let me recirculate that. Or in the comments, they put great post and I'm like yeah, but that's not factory accurate, yeah, so yeah, as I always say, just you know, share stuff that you've actually looked at and was like does this actually make sense? Also, anybody who leaves a comment or writes a post, as I saw, hey, netflix, you should contact us, cause we could have fixed that. If I were you on LinkedIn, I would disconnect from that person immediately, because it means they're not going to be providing any great content and they're not a great salesperson. No offense to DeltaTray, but someone who worked at DeltaTray was like Netflix. You should have called us. We could have delivered this. I'm like DeltaTray.

Speaker 3 18:16

Yeah.

Speaker 2 18:16

They're not a CDN. They don't provide any edge caching software. They're not inside telcos and carriers delivering content.

Speaker 3 18:24

What on?

Speaker 2 18:24

earth are you talking about? Yeah, but there were companies, representative companies like that throwing up just wild ideas in terms of what they could have done. What they would have done. Also, we'll just say here finally, you know, I had to keep linking directly to Netflix blog because someone said well, netflix has 8,000 plus servers. What no Netflix has over 20,000, which this is going to be like. Comparing it to the Superbowl on TV Okay, in 2017, that was the largest Superbowl on TV viewing it was 126.3 million. Now, do we think this is going to do more than the Tyson fight? I would say absolutely not. I do not think it will. I think it will be below that. The amount of people I talked to who were like I don't know anything about boxing. I turned it on because it seemed like a great entertainment event. Exactly that's what it was entertainment, whereas football, there's plenty of people like it's not my team, I don't care?

Speaker 3 19:34

Yeah, exactly, or it's not my sport, or whatever, yeah.

Speaker 2 19:49

So are the numbers going to be larger than TV? Peak at 120, at sorry, at um, what did I say? These were here. Uh, oh, it's so. Tv, let me pull up TV. Last year, so Netflix NFL Christmas.

Speaker 2 20:00

Okay, so the 2023 Las Vegas Raiders in Chiefs game pulled in an audience of just over 29 million on CBS. That's the most watched Christmas Day game in 34 years. So 29 million, that's the number to beat on broadcast. Do we think they're going to do 29 million? You're talking about the Chiefs? Okay, they're no longer unbeaten. But would I be surprised if they did 30 to 40 million? No, I wouldn't. Comparing to what we saw last year on TV Now, time of day when it starts, who the teams are, that's going to impact it. The difference is that number I gave out is US only, because that's all CBS had the rights for. Netflix has global rights. How many people care about football? In some of the other countries and a lot of them they could care less how many are traveling, right? So there's a lot of variables here. But people comparing nfl on christmas to super bowl tv viewing, I don't get it. I don't know where that's coming from. So let's uh get off the netflix thing here.

Speaker 2 21:02

I'll do one more netflix post on some of the technical things that I do know that I'll push up. Other than that, um, I'm pretty much done with the netflix topic until Christmas, where I'll have something up that day. So DirecTV they've terminated their agreement with Echo Star. They would have seen DirecTV assume control of Dish and Sling. Companies are walking away from the deal because the companies aren't able to agree to exchange debt offer terms with investors. The companies are unable to agree to exchange debt offer terms with investors. Frankly, not too surprising. We always hear of all these mergers and everyone has to consolidate, as we talked about. It's very hard to do.

Speaker 3 21:38

It's very hard to do.

Speaker 2 21:39

Yeah, yeah, actually this is really difficult.

Speaker 3 21:42

But it's interesting, I don't see something here that says there was regulatory issue, or did it not even get that far? Oh, it doesn't even get that far.

Speaker 2 21:49

Yeah, yeah, issue, or did it not even get that far? Oh, it doesn't even get that far, yeah, yeah. Yeah, they have to agree to terms before it's. Yeah, going to a regulatory side.

Speaker 2 22:00

Uh, so that's, that's done we don't have to we don't think about that one anymore. Uh, let's go to. We're going to bounce around a bit here. Mark, yeah, um, mlb.

Speaker 2 22:06

So their commissioner said that the league aims to have a new national tv package ready by 2028. They want to sell a blackout free package. Uh, either licensing it to a streaming distributor or licensing it to their own mlbtv streaming service. There's six teams that have deals with diamond sports group and their local media rights expire in 2028. And then league-wide there's I think it was 17 exactly, but I couldn't see all the contracts on my post. I said, to be safe 15 to 20 teams that will have current rights expiring that year. So it wouldn't be too surprising if we see something done there by MLBTV as far as an offering, unless someone's willing to get the rights to it. Let's go to Sling TV. More price increases they're increasing their blue and orange plans by $6 next month. So the base package is going from $40 to $46. The next raise they let's see. So the last price increase they did was March of 2023. So that is another price increase. We're going to see more of them, of course that's right, uh, geocinema.

Speaker 2 23:16

They have successfully merged now with walt disney's hot star platform. The new entity is geostar. Uh, they introduced all new streaming subscription plans at geostarcom. There's too many to go through because there's actually 22 pricing variations. Yeah, it's amazing Because some are just mobile only, some are HD, sd, hd. So it all depends on what you want, but you can see what they can get in that country there.

Speaker 2 23:46

Next, let's go to Mediocean. They're acquiring advertising tech company Inivid for $3 and 15 cents per share. So let's just make the number simple. They're valuing the company at about 500 million, which sounds good, but this is down from the 1.8 the company was valued during their SPAC merger, uh, so they had a market cap of about 240 million, uh, and their revenue in 2023 was 140 million, on a net loss of almost 32 million. Company had raised 351 million to date.

Speaker 2 24:18

I know I just threw out a lot of numbers there. You can just see my post on linkedin. So, um, I mean, it's good to getting acquired for a little bit more in the stock price, but you know it's a third. No, actually more than a third less. More than a third price, but you know it's a third. No, actually more than a third less, more than a third yeah, than what they were originally valued at in the SPAC. Let's move on to we'll hit the Comcast stuff. Last Quick number here to throw out because it's unknown I keep seeing Bloomberg reporting that Apple TV has spent $20 billion on content since it launched in 2019. They don't say where that number comes from. They don't even say according to insiders. So I see people using that number. Just a heads up Don't know if it's accurate. Million fire tv devices globally since its launch in 2014. I reached out right away and was like okay, but how many are?

Speaker 2 25:14

still connected how many have been replaced. Now they won't say. However, we do have some details here. At ces in 2022, they said they had sold 150 million to date, and then in march of 2023, they sold said they'd sold 200 million. So the numbers show that amazon sold 50 million fire tv devices in the last 19 months. It's pretty incredible. Yeah, we don't have usage from them. We don't have number of prime subscribers, multi-active users. We don't have any other information like that, but it shows you the size of fire tv.

Speaker 3 25:49

You have a lot of devices. What do you use mostly?

Speaker 2 25:53

that would be an understatement yes, yeah, uh, I use fire tv more than anything else yeah, I, I thought so is it.

Speaker 3 26:03

Is it more responsive? You just for some reason like the remote better, like you know, I just it's a great question.

Speaker 2 26:10

I don't know I have an exact answer for you, mark. It's just I spend more time with that. I would say part of the reason is I mean I just bought for my last trip a couple dozen fire tvs to give out. You know I've bought over 500 of them now yeah, since it came out just as gifts and everything else, and I've had to set so many up for family members that I'm just more used to them. Yeah.

Speaker 2 26:33

But I see a huge difference between that and Apple TV and Roku? I don't. If you're comparing very similar devices in terms of the year they were sold, you look at a device five years ago, very different from today, of course, yeah. But yeah, I just, I like, I like the Amazon, I do like the remote for the ones I have, especially the the. What is it the max? Uh, just the speed of it. The wifi works really well. When I do need to do that, I have all home run so I have the adapters to ethernet, but other people's houses it's always wifi.

Speaker 2 27:07

Yeah, people don't have ethernet in their rooms, so yeah. I mean, that's kind of just the one I default to, but I certainly use all the other stuff, what I don't use on a regular basis ever except for testing is apps through the TV.

Speaker 2 27:21

Personally, I don't find that easier. Yeah, I just use the Amazon remote for everything. So a little bit of personal preference, that's really it. Yeah, yeah, uh, talking echo star like we did before they had earnings, uh, when we didn't record that week. So just a quick shout out that they lost 180 000 pay tv subs. They gained 145 000 sling tv subs, but their sling tv subs are still just 2.1 million now.

Speaker 3 27:45

uh, they just cannot break that what does it get up? To like two, like 2.2 million or something, I don't know.

Speaker 2 27:53

They just I think it was a little more than that.

Speaker 3 27:56

I want to say 2.3, 2.4, but yes, yeah maybe, but I mean they just cannot break that glass ceiling.

Speaker 2 28:02

They can't. They gain. Some, they lose, some, they lose, some gain. Now the pricing's going up. How does that impact, don't know. Let's go to some numbers here. I mean, look, I hate to say this because I happen to like baseball, but nobody cares about baseball, like in the US. Okay, is he ready for these numbers?

Speaker 2 28:28

2024, the MLB World Series was the most streamed World Series in fox history. It had an audience of 368 808 ama average minute audience. Now, okay, a lot of people are watching a fox tv. I get it, yeah, but you're not even 400 000 ama, the largest world series ever in fox history and that's a world series like.

Speaker 3 28:47

that's a World Series Right.

Speaker 2 28:48

That's a World Series, that's a Super.

Speaker 3 28:49

Bowl of baseball. Yeah, yeah.

Speaker 2 28:52

So, you know just man. That's a low number, but it did very well on TV. There's no doubt that it did. Also, amazon said the date to 2024 Thursday Night Football games. They're averaging 14.1 million viewers. That's an AMA number. The highest is Dallas and Giants at 17.6. Lowest was Denver and New Orleans Saints at 10.6.

Speaker 3 29:18

Now keep in mind.

Speaker 2 29:19

Nielsen does not define what a viewer is. I went to Amazoncom last night to buy some stuff and the video's playing in the upper corner. I never clicked on it. Am I a user? I have no idea, no way to know. Maybe.

Speaker 3 29:33

I might be, you got counted.

Speaker 2 29:34

Thing is, it'd be nice if I knew either way, one way or the other. Let's see. Let's go to Wowza real quick. Wowza has a new CEO starting next month. Yeah, that's right, krish Kumar.

Speaker 3 29:51

Did you know they were looking for somebody? Is this?

Speaker 2 29:52

a surprise. Oh, I'm not commenting on that. Okay, so he comes from BrightEdge, which is a SaaS-based platform, and not video organic search content.

Speaker 3 30:01

I noticed that his background is not from the industry right.

Speaker 2 30:11

His background is not video. Now, okay, for a lot of people are like oh, that's a mistake, and many times I would say that is too. Here, that's a little different. I would say more, just because Wowza is not lacking technical capabilities. They're not lacking people who don't understand software. They still have a great developer community. Now they've ignored it for too long and they're going to fix that?

Speaker 2 30:24

I would agree with that. So I'll talk more about Wowza's plans let's call it in the new year. But what they really need is an operational leader to come in and to lead the business from an operation standpoint. They don't have to be the domain expert at the company on video, because you have plenty of those people there, and they've recently hired a new CRO, cso, cpo. They'll have to bring in a marketing person, but they've they've almost filled out their executive team c level with people who do have a lot of experience in our industry. Um, and also before that, he spent nearly a decade at google, enterprise search and some other services not tied to video. But you bring up a great point, which is many times companies do need somebody who has that expertise, but in Wiles' case they need an operations leader.

Speaker 3 31:16

Yeah. So actually I very much agree with you. I think in our space vendors over-rotate towards quote unquote industry domain experience. Now I'm talking at the executive level, you know. I mean certainly, as I think you get down into um, you know functional positions, you need to know what you're doing, you know in terms of how the industry works and you know and that sort of thing. But, um, the ability to execute and to convert Wowza from a software business to a SaaS business, that's their biggest challenge, I would assume and I have no inside knowledge but just purely looking from the outside is they need to figure that out.

Speaker 3 32:03

Or execute on it, I guess.

Speaker 2 32:04

Yeah. I would say execution has been the key. I'll break down some more things, specifically with the new CEO next year. Great, I'll have them on the podcast for the executive interview series. So a little early to talk about that, but there's more to come where they'll make it very clear this is going to be the focus of the business. Cool Because they are. They are servicing a lot of different customers in different industry verticals with different applications very different applications so there'll be more to come on that.

Speaker 2 32:31

A couple other key things here, kind of interesting. So this company called it Adeia A-D-E-I-A. Yeah, they keep changing their name right, so they're suing.

Speaker 1 32:44

Disney and Federal Court for violating its patents.

Speaker 2 32:47

But what's interesting here is we heard from from breakove two quarters ago that they had made some money from selling some of their patents off, but they didn't say to who. Well, now we know. So they acquired some patents that originated from breakose uh company that acquired unicorn media, and they acquired them for six million dollars. Well, some of them involve dynamic manifest generation, keyframe detection, synchronization, user interface methods. So they're suing Disney. What's interesting is, in this press release they say that AT&T, verizon, cox, comcast, directv, dish, google, paramount, sony, roku, samsung have all licensed their media patent portfolio.

Speaker 1 33:28

Interesting, right Interesting that they're listing out hey, pretty much everyone has licenses, but Disney. What are you guys doing? But you so.

Speaker 2 33:35

I've not looked at the patents in detail, frankly, I don't have the time. There's six of them. You can see them on LinkedIn. I put all those up Also. Let's go to.

Speaker 2 33:46

We're seeing some things here about Venue because of what happened with wbd and mba in terms of finally, you know, espn and tnt reached an agreement there. Um, some people are saying, okay, well, you know, this is bad for venue because now they're not going to have the any uh nba content. We don't have any update on venue as of yet from the legal side. Um, I I did see someone say Mark quote I have no sense of what led to NBC and CBS decision not to join venue.

Speaker 2 34:15

Well, they had no decision to join venue. As we heard it may be made very clearly from Fox, a CEO and talking about venue many months ago. They didn't ask them to be included because the moment they do, the cost of licensing to get that content now would make it more than they wanted to charge consumers. Because the moment they do, the cost of licensing to get that content now would make it more than they wanted to charge consumers, because they figured consumers wouldn't pay. So it wasn't that NBC and CBS decided not to join. They weren't given the ability to join.

Speaker 2 34:42

That's directly from the CEO. We saw some stuff from Fox and Hulu today. Let's see what else do we want to cover here. Mark, uh, dsg is obviously out of bankruptcy, so that's good. Uh, also, we we didn't cover Mark cause we were away to uh, amazon shutting down freebie. It's going to move over to prime video and the channels. I forget who talked about that months ago in the media and was like hey, this is the rumor. And of course, amazon came out and said no, no, no, that's not happening. Yeah, yeah. Well, obviously it was not not too surprising. Um also saw um, an investor I think it was owns two percent of harmonic stock came out and said the company really needs to sell to sienna. I don't understand the the approach there, um, but I keep an eye on that one because that came out publicly and we'll see if that's now some sort of like. Let's see if we can pressure the company into doing something. I don't, I don't really know where that is um.

Speaker 2 35:44

A couple other things here real quickly. What do we have to cover? Um, oh, so amazon prime video is going to stream regional sports to the deal with diamond, so that's that's important because that's going to help some consumers be able to get rsn's through amazon. So 16 regional sports networks are going to be offered through amazon. It's now rebranded fan duel sports networks. That's now, you know, the new name for diamond sports. In terms of what they're looking to do, what we don't have, unfortunately, is we have no pricing and we don't have any financial terms of how this deal is is being done. We do know, because it was confirmed, that the agreement is not exclusive, so Diamond can still go after streaming rights with other partners, but no pricing. So you really have to wonder what is the pricing going to be for some of these teams, and I assume it's going to be sold on a team by team basis, but again, we just don't know.

Speaker 2 36:50

Earlier in the week, diamond announced it would offer games on an a la team basis, but again we just don't know. Um, earlier in the week, diamond announced it would offer games on an a la carte basis at seven dollars a month beginning december. First, uh, fifth, that doesn't make a lot of sense for me. Now this is nba and nhl, yeah. So they're saying, hey, this is a great way, you know, to add flexibility. Watching your hometown teams, that's $6 a month per game. That I don't understand how that's flexible. Now you can sign up for a monthly or season pass as well. Now, if they're charging you $7 a game, chances are they're charging you more per game because they want you to sign up for a season? Sure, sure, hey, I get that for sure. Season, sure, sure, hey, yeah, I get that.

Speaker 2 37:34

Um, I think what's just again, it's just such a poor job of some of these companies is you know, I don't know how you get this so wrong, but diamond sports group's own press release that they put out links to a page for more information and getting subscription options. You know, visit this link and you go to the link takes you to a help page, but it doesn't give you any information. It's like tech support, provider support. It doesn't tell you what it costs, it doesn't break down the packages for you and the first thing it gives you is I'm getting an out of error message. How do I fix this? What? Yeah, like what? So what are your packages? Why is it so hard to find?

Speaker 2 38:12

It's like guys, the harder you make this the less consumers are going to use it, so keep an eye on that one. The other news that we got was some interesting leading up to AWS reInvent some interesting information from AWS in terms of what they're doing with live ad insertion on AWS.

Speaker 2 38:32

So what I suggest is, if you want to see the latest they're doing, check out AWS's. It's called AWS for M&E Media Entertainment Blog. They're talking about all kinds of stuff. Also, they came out with this pretty interesting blog post talking about how to define QOE in the Amazon Web Services workflow and what they're looking at as far as what they're calling media aware media. Was it media quality? Aware resiliency?

Speaker 2 39:01

or yeah, exactly, it's a mouthful, but it's a mouthful as expected, but very interesting blog post right like hey, how are we actually defining what looks good and and what is that methodology and definition? And, based on that, how do you fail over? Uh, so I thought very interesting how they're scoring it. It's basically a quality score, um, so check out their last couple blog posts. If you're in the the nerd space, they're definitely interesting. Nerd workflow space. Yeah yeah, the nerd workflow space. As my friends always say I don't know what Dan does, but he's a nerd in some video, Some video thing Well actually you know what I'm not.

Speaker 2 39:45

There's like a thousand people better than I am with this stuff on the nerd side. I know enough to be dangerous, but I'm not building this stuff every day, but I get to talk to the smartest people who are yeah uh, next up is we've got the news that fox and hulu extended their streaming partnership. It's a multi-year extension, so if you're a huge simpsons fans, don't worry, it's not going don't worry yep, so, uh, we didn't get uh numbers in the deal.

Speaker 2 40:13

I do think we might get some of that during disney's next earnings. I would not be surprised if, if a little bit of additional information comes out there. Mark, I saw some information here on atsc 3.0 which, um, I'll be honest, I I don't really get this. It doesn't, doesn't make sense to me. Um, I, I don't know what they're trying to say. Um, and basically it was on TV rev and what they're saying is well, you know, broadcasters need to be more forward looking and adopt ATSC 3.0, you know, next-gen TV is where it's at. But you know the value they're saying is well, it delivers better value to viewers. Well, how, pricing doesn't go down. So how is that better? And then they're saying well, it delivers high-quality video. No one's complaining about the video quality right now of pay TV. I don't see that. And then it's well, it can provide interactive features that local stations, you know it'll help them in a fragmented media environment.

Speaker 2 41:20

What what is? What are the interactive features? Um now they do say one of the benefits is for, um, you know, if there's some sort of issue with uh an emergency, you know here's a way to basically be able to push out uh emergency related. You know, uh broadcasts don't dispute that, but that's not a business model. Hey, so I don't. I don't get the pitch. The adoption has been slow.

Speaker 3 42:07

It's is still early, but we're seeing more and more like hey these guys should just adopt it because of was NextGen TV, which was, you know, a nice discussion. We had the video's up, you know, you can watch it and when you hear them talk about it, and, of course, sinclair is really driving, you know, atsc 3.0 and Egeo is supporting that, and there's others as well these use cases are compelling and they do make sense and I think, as always, when you have some new technology that can expand the market or the entertainment experience, it's not difficult for people to nod their head and say, oh yeah, you know that, you know, I can see. As always, it's OK. How does this actually get deployed? When does it get deployed and to when does it start to drive revenue ultimately? And or when does it, you know, really enable an experience that the consumers say, wow, I got something.

Speaker 3 43:23

And it may be a big wow. It doesn't even necessarily have to be a wow when you cross, when you initially cross, the chasm, but there has to be something, there has to be a spark of you initially cross the chasm, but there has to be something. There has to be a spark of something that enough people, either broadcasters, who feel like, oh, wow, that does unlock, maybe not today, but in the near future or some point down the road, new potential revenue streams et cetera. And then the viewer says, wow, this is cool. You know, I can get something that I could not get other ways, and they demand it. Yeah, exactly.

Speaker 2 43:57

So wish for it.

Speaker 3 43:58

Yeah. So when I, when I see these announcements, uh, it does feel like the, the press releases and the and the articles and the editorial pieces, which is what these all are. You and I know um, are, are, are somewhat sort of rehashed. You know they sort of saying the same thing they've been saying for the last two or three years. But my personal opinion, and I do believe that it's very, very legit, and I'll just end with this, dan, um, brazil right now is actually leading, you know, their TV 3.0, they're being incredibly proactive and they have a slightly different stack of technologies. But really, at the end of the day, it mirrors pretty close ATSC 3. And I think it'll be interesting. It doesn't mean the whole market's flipping, it doesn't mean these things happen kind flipping. It doesn't mean, you know, these things happen kind of slowly and then they take off. But I think there is something here that's my that's my summary there is when it's really coming.

Speaker 2 45:00

Is what none of us know, correct?

Speaker 3 45:02

And what it looks like. Yeah, yeah, and the use cases are compelling.

Speaker 2 45:06

They are, but can they do that at scale? Will consumers pay for it? What's the business model behind it?

Speaker 3 45:11

I just don't know, and that's you know. I think Brazil's going to be a great case study, you know. See how all that plays out, see what happens, All right.

Speaker 2 45:19

Well, we're going to send you down to Brazil next week. Hey, I don't mind, I'll go. Yeah, okay, if I get you a ticket, you I'll go. I think right now it's summer. I think in the winter it's like there's summer. Mark, you mentioned Egeo.

Speaker 1 45:35

Thanks for reminding me we got to go through that, oh yes, so let's do two CDM points, then we're going to finish with the Comcast.

Speaker 3 45:41

Yes, comcast, we have a lot to cover this. Yeah, you weren't wrong, we do.

Speaker 2 45:45

I was away for the Egeo stuff so I had to push something up last minute real quick. So I had to push something up last minute real quick. But um so Egeo's bankruptcy asset auction Akamai won the bid for Egeo's contracts. So apps and security business. Now the release says network assets. I can tell you they're not acquiring network assets assets. They're not taking people.

Speaker 3 46:05

It's contracts right. That's the keyword Maybe.

Speaker 2 46:07

Yeah, it doesn't say contracts, but that's what it is Okay.

Speaker 2 46:13

Uh, radware had the backup bid, so we know that now the bankruptcy judge has to approve all this on Monday, november 25th. So it's not a done deal. Until that we don't have numbers and don't ask me I'm not going to give them out. I will give them out when they're official, in terms of what it looks like. Akamai will talk more about contracts, just like they did, and what they think the value is over time, just like they did for what they got from Lumen and Stackpack.

Speaker 1 46:37

Sure.

Speaker 2 46:38

I see some people saying again like, okay, akamai acquired a competitor. They did not acquire Egeo. Yeah, nobody bought the whole company. Linrock won the assets for Uplink. That's another separate deal. Interdigital also got in the bid, got some of Egeo's patents Now I don't know which ones yet, so I don't know how many are Egeo, limelight, edgecast the patents can go back pretty far.

Speaker 2 47:06

Also, a couple people, mark, just again, you know you got to keep yourself educated. A couple people were saying like well, wait a minute. Know, you got to keep yourself educated. A couple of people were saying like, well, wait a minute. How does Dan know all this before we know it when we work there? Well, if you work at the company and you know that there's a hearing that day based on the bankruptcy assets, all you need to do is go to the website that files all the documentation around the bankruptcy. Yeah, omniaagentsolutionscom that is the firm that's been, you know, hired through the bankruptcy process whatever the word is to publish all the filings. So later that day they published the filing detailing what was going on. So if you want to follow this stuff right the bankruptcy filing for Egeo's case number 24-11985, kbo just Google it. So I just you know again, mark. I was just like why do people who work there not know this Like?

Speaker 2 48:03

why, aren't you following this as closely as I am? It impacts your job. It's really important. Also, a couple of things around the Netflix thing about Akamai, you know, because, of course, cdn came up and all this stuff about CDN and like well, akamai is no longer in the CDN space and it's not their focus. And listen, akamai will do over a billion dollars of delivery this year in revenue billion dollars. Now, notice, it's not CDN, it's deliveries. They break it out. Is the year overyear revenue growth of delivery declining for them? Yes, still over a billion dollars. Yeah, and they're profitable. How do I know they're profitable? Because they keep saying that publicly the cdn business is profitable. Anybody else who posts anything online. It's not a fact, yeah, uh.

Speaker 2 48:46

Finally, before the comcast piece I published today, mark thanks to cdN 77 calling them out, they started looking through over the last few months some of their logs, analyzing that. Speaking to customers, because I'm not seeing 4k video growing and a lot of folks are still saying, oh well, okay, cdns will start growing in the next year or two because of 4k or 8k or whatever nonsense k you're going to come up with now. Here are the companies who are actually delivering this content. For these companies. It's not growing. Yeah, it's not, and thanks to cdn 77, like here, are the guys delivering a lot of this and they put the numbers out. Well, they gave them to me to put out. So, across all their customers, while 4K titles make up less than 15% of available content and 10% of initial requests, 4k accounts for less than 5% of overall play out time in their network Less than 5%.

Speaker 3 49:45

Not really surprising.

Speaker 2 49:47

Now why is that? Well, one of the biggest reasons which I identified years ago is that everyone's optimizing their encoding. But also it's interesting that some of the customers, content owners, admit that they adjust their ABR algorithms not to push 4K as an option for the client to choose manually. Also, remember somebody like Max with their streaming service if you want 4K you have to pay $21 a month $21. Their base plan is 10. So that's more than two times what it costs for non-4K versus 4K. Now Netflix again delivers all their own video, so it doesn't impact CDNs. Two times what it costs for non-4K versus 4K. Now Netflix again delivers all their own videos, so it doesn't impact CDNs. I didn't realize this Mark, how high it had gotten.

Speaker 3 50:42

If you want 4K, you have to take their $23 plan a month, and I am one of the crazies that pays that. It's not crazy. You feel it's valuable? Then it is no, but yes to your point. I think that's. The other thing that really gets lost in this whole 4k discussion is, um, first of all, there are and I've run into this, I'm sure you have too like with your friends that call you for support and um, you know they think they're getting 4k and and yet they're actually very happy, right.

Speaker 3 51:11

And then you realize like no, actually you're watching 1080p you know, many can't tell and they can't tell, but yet they're like oh, look, look at that 4K. Does that look great? Well, yes, you have a 4K TV and, yes, it's a high quality TV, so it's a great picture, but you're actually watching 1080p.

Speaker 2 51:28

And most don't know the difference, but the. Netflix one right. Their standard with ads plan is $7 a month.

Speaker 3 51:35

Yeah.

Speaker 2 51:35

Yeah, the 4K plan is $23.

Speaker 3 51:38

I know my bill keeps going up More than three times, so that just shows you now. But I wouldn't even begin to cancel or to downgrade. You know, of course, I've never canceled, but that's okay.

Speaker 2 51:46

You're one of those users who sees the difference. Also, look at Fubo. Okay, it's different because you're doing live linear, but they do a lot of 4k and they say that's something that consumers want. Okay, well, they're also doing more sports. So I am not discounting that. There's a value in the right places in the right places.

Speaker 2 52:02

It makes sense. But all the folks out there who think, oh, we'll just wait till 4k hits and the CDNs are going to, you know, just do all this ridiculous growth Amazon's Thursday night football games are not in 4K, YouTube's NFL Sunday ticket package not in 4K, MLS season pass and Friday night baseball on Apple TV Plus maxes out at 1080p.

Speaker 3 52:24

Facts. So there's a group called DPP. Have you heard of DPP, Dan? What's it stand for?

Speaker 3 52:31

Oh what does it stand for? I I don't know, but I know what they do. So um, so it's basically an international association of um. You know media and technology. So it's um, it's uh, service providers, it's content owners and infrastructure type people. And just this week in London they had their events. They do conferences around and I was just given a brief update from someone who was there, and the session that this person was reporting on to me reporting is they were talking about the trends in 2025. And these were broadcasters, these were European broadcasters and so you know there were like a half dozen. I won't say who, but you know these are the biggest and like the countries you would expect in Europe. And there were some content owners and universally, people said 4K is not a factor universally. So it's reality. Yeah, it's just.

Speaker 2 53:36

It's just the reality was formed was three broadcasters itv4, channel 4 and the bbc got together. Uh, so I'm on their website now. Mark what. What drives me nuts is you go to their homepage, you go to the about.

Speaker 3 53:49

They don't even say what DPP stands for yeah, exactly, I'm still looking for it.

Speaker 2 53:52

I can't find it Also. Hey look, I think it's great, but it's like you know. They're talking about openness, collaboration, sharing and success in what, Like you know, what are you actually doing? There's just such high level overview here. You know they make a big pack, big impact in the industry. Which industry are they in, I'm not sure. And then it says well, they're committed to environmental sustainability.

Speaker 3 54:24

Yeah.

Speaker 2 54:24

So are they talking about power stuff Like I don't know what are you?

Speaker 3 54:29

doing, but anyway, let, but anyway, let you know. Um, just this was fresh because earlier today, you know, I got this information and one of the points the person pulled out in their notes was, you know, was yeah, 4k, not so much so we hear it directly from content owners.

Speaker 2 54:46

Yeah, and think of who was on stage at the show in april dnav streaming summit. These are the people responsible for it. Also, if you haven't heard contracts, like I put this out a while ago, the NFL contract for YouTube TV does not require YouTube TV to have to do it in 4K.

Speaker 2 55:00

The NFL does not dictate in the contract a minimum bit rate or video quality. I thought that was kind of interesting, all right, so, mark, let's close this out here, cause this is a long one. Sorry for those listening. It was a lot to cover here. Comcast has finalized the decision to spin out its NBC cable assets. However, it's not all of them which it's like, okay, so let me tell you who it is. The one that stink?

Speaker 3 55:23

Yeah, give us the one Did you say the ones that stink?

Speaker 2 55:26

Yeah, that's all they're getting rid of. Okay, yeah.

Speaker 3 55:29

Well, msnbc is on the list, cnbc is on the list, golf Channel, sci-fi, e, oxygen and USA, but not Bravo. Not Bravo and not Peacock and not NBC and not NBC Sports.

Speaker 2 55:48

Yeah, yeah yeah, let's see, and not NBC Sports. Yeah, yeah, yeah, all that stuff on NBC.

Speaker 3 55:50

Let's see. Oh, and Fandango and Rotten Tomatoes will also go with the new company, so they'll be split up.

Speaker 2 55:59

And so when I see that, mark, my question is so this isn't just channels, right, this is entertainment right, and yet it's not including all the entertainment assets, like where is Sky?

Speaker 3 56:12

Oh by the way studios and theme parks are staying. They're not splitting that out. So your comment about the ones that stink might be kind of correct.

Speaker 2 56:24

Well, yeah, I mean, that's the way they're looking at it. And maybe they're looking at Sky and saying, well, that's not really a cable asset, like I don't know how they're defining it, but Sky is not in there, no, but. Sky is a high-performing service provider no, Sky is not why. In 2023,. Sky Limited said that, due to losses to date in the startup, it took an impairment charge of 327 million pounds, really, okay, yeah, so that's from a post a couple of weeks ago. I threw up 327 million pounds, really.

Speaker 3 56:51

Okay, yeah, I'm not, that's from a post.

Speaker 2 56:53

a couple of weeks ago I threw up Skye's finances. I'm not updated then.

Speaker 3 56:57

Yeah, my knowledge goes back a couple of years, I guess, with Skye.

Speaker 2 57:02

At the time they were acquired, they invested so much money.

Speaker 3 57:04

Yeah, yeah, well, yeah, at the time they were acquired, like their streaming platform. You know, a few years back this goes back a few years I had an opportunity to you know kind of kind of work with those guys a little bit and attend some of their conferences and you know they really were performing and at the time that Comcast acquired them and merged, you know, like you know, comcast has a very strong video technology group. I mean that's shifted and changed, of course, but you know very strong group and Sky did. And you know I thought, wow, this is going to be amazing Kind of the. You know the all-star team but and I'm not saying they're not all-star team, it's not related but there's a lot of smart people over there.

Speaker 2 57:45

The difference is, since that, you know, they've They've invested a lot in Sky, showtime, showmax in Africa. Yeah, that's right, they're making big investments. But, so Sky's not included, peacock's not included, bravo's not included, nbc's not included. Now, from what they've said, they expect the deal will take a year to close. So you know, still this has to be figured out.

Speaker 2 58:04

They've already announced who some of the people are who will be responsible for this. So, you know, is this another just you know showing how it's declining and dying cable assets? No, it's changing, it's just it's changing. Yeah, exactly yeah, it's changing Now can they now package some of these off to sell them private equity Maybe? Maybe I'm not saying they can't, I'm just saying there's a lot of unknowns here.

Speaker 3 58:27

Well, and it's interesting to your point, so, uh, mark lazarus, who is the current chairman of nbc universal media group, he'll be the new entity ceo.

Speaker 2 58:39

Um, so he's gonna be charged with matt strauss is involved, which is great he has and he's a smart guy, yeah, yep, so um, this isn't the death of these assets overnight now do?

Speaker 2 58:52

do they sell them off? How do they license them? What do they do? How do they package them? It's all great questions. We don't know. There's a lot of speculation there. I think in that case, speculating is great. What do the different business models look like? Yeah, sure, sure, okay, totally makes sense, but it's just unknown at this point. So we got to keep an eye on that some more. Uh, so, mark, that's what we got. We do not go through disney earnings.

Speaker 2 59:14

It's like now 10 days old, we didn't get to cover them, so go online if you need that it's on linkedin you can get that I didn't get to cover that at all.

Speaker 2 59:21

Uh, next week we don't have any earnings, so that's cool. Um, that makes it, that makes it easier. We'll probably take next week off, just uh, yeah for thanksgiving. So if, if you're a company not that you're gonna listen to what I say, but please don't put out any news next week, like, just give people a week off, um, because news has been coming out left and right non-stop, but, uh, we'll take a break for a week, then we'll be back cover some of the wrap-up stuff for december. We've got one or two news things. I know that'll be coming out as well. And then finally, martin, I'm just going to say a quick thank you. Listeners, readers. Um, you know, I don't know.

Speaker 2 59:59

I'm just always amazed people care what I think, or I have to say to see, between the blog and LinkedIn, more than a million impressions in five days, it's just like wow. Um, you know, the military trip was long. I was disconnected for a lot of time, didn't have electronics on me, and I woke up one morning to you have, you know, 700 LinkedIn requests. I was like what happened on LinkedIn? And I was like wait, why does my post have a hundred thousand views what is going on here. So you know people want the, want the facts, right, and that's all I'm trying to provide is just here's the information as I know it. Here's what's facts, here's what isn't. So appreciate the fact that everybody still still reads everything, listens to our podcast. It's still growing. The numbers go up. Downloads go up every single week. Um, pretty incredible. You know, I feel blessed to have been in the industry three decades now. Industry has taken really good care of me and you know I'm trying to do the same back and hence that's why I spend so much time correcting people online of like well, let's start with the facts, right, we have to start with the facts, the numbers. So I spend a lot of time doing that after Netflix, and I'll continue to do that. Right, that's really what I feel my responsibility is in the market put the facts out there, right. So appreciate everyone's support. Everyone who reads, listens, sends in comments, mark, and I certainly appreciate that.

Speaker 2 1:01:19

We'll be back next week with just sort of wrapping up some stuff, sorry, week after Just sort of what we've seen for a few of the other earnings that came out a little bit later. There's some things to cover there. I'll also be doing a special podcast right after NFL on Christmas. Mark will be joining, if he's not on vacation or eating turkey or whatnot, but we'll do something right after that. On Christmas You'll be there. Okay, there you go, but I appreciate everyone listening. Everyone be safe. If you have any questions, reach out to Mark and I. Everything we talked about today is up on LinkedIn. Hit me up there. We'll be back soon. Thanks very much. Have a good week.

Speaker 1 1:01:55

If you enjoyed the show, send it to a friend, have questions for Dan or Mark, connect with them on LinkedIn at any time, and be sure to check out Dan's blog at streamingmediablogcom.