The Dan Rayburn Podcast
The Dan Rayburn Podcast
Episode 162: Olympic Viewership Numbers; Apple TV F1 and MLS News; Akamai Earnings; OpenAI Ads Wrongly Compared to Netflix
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This week, we discuss the latest Olympics viewership numbers on Peacock and debate whether Peacock's offer to give me a 72% discount on the service for six months to keep me as a subscriber is beneficial to the company's long-term viability. We cover the latest Apple TV news, including MLS, which kicked off the season this week, and Apple's launch of its new dedicated Formula 1 channel in the Apple TV app and the news that IMAX will show five major Formula 1 Grands Prix in their theatres.
We also detail the new ultra-low-latency technology behind Comcast’s 30 Mbps upscaled 4K Super Bowl Stream, called RealTime4K, the workflow, and which devices are supported. Finally, on the infrastructure side, we cover the latest numbers from Akamai's Q4 and full-year 2025 earnings, as well as the news that it will no longer break out delivery revenue going forward. In addition, we detail the numbers from CDN Netskrt, which has broken out its network capacity, capital-to-revenue ratio, and what makes its underlying costs unique.
Podcast produced by Security Halt Media