The Dan Rayburn Podcast

Episode 130: Q1 Earnings; Peacock Gains 5M Subs; 851,000 Pay TV Subs Lost; NFL Streaming News; Max Password Sharing Crackdown

Dan Rayburn

This week, we detail Comcast's Q1 earnings, including Peacock's sub gains, thanks to the Charter bundle, with revenue up 16%, on an EBITDA loss of $215M, down from $639M YoY. We also cover all the pay TV losses from Comcast, Verizon, and Charter in the quarter, as well as Comcast's worst broadband losses ever in a quarter. We highlight MSG Networks deal with its lender JPMorgan that allows the RSN to avoid bankruptcy, and the NFL's Commissioner stating that he expects the NFL to return to scheduling a Christmas Day tripleheader in the future. Finally, we discuss Max's password sharing crackdown, YouTube's announcement of 20 million videos uploaded daily, and Twitter having been found guilty of patent infringement relating to streaming technology involving Vine and Periscope. 

Podcast produced by Security Halt Media