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
127 episodes
Episode 115: The Numbers and Details Behind Bending Spoons Plans to Acquire Brightcove
In regulatory filings, more details have emerged in Bending Spoons plans to acquire Brightcove, including some terms for employees who stay on with the new company, the number of aggregate shares of company common stock tied to RSU awards,...
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36:34
Episode 114: Unraveling The Misinformation from Netflix's Boxing Event; All the Latest Broadcast, TV and Content News
Episode 114: This week, we detail all the misinformation after Netflix's live boxing event, the danger of not checking sources, and who you trust for news. We discuss the current state of Netflix's business and how the company is playing the lo...
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1:02:12
Episode 113: Earnings Recap from Paramount, Tubi, Vizio, Vimeo, Brightcove, Akamai, Fastly, Cloudflare
This week, we detail all the important numbers from Q3 earnings tied to profitability, capex spending, MAUs and subscriber additions tied to streaming services from Paramount, Tubi, AMC Networks and Vizio, along with infrastructure players Vime...
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1:01:28
Episode 112: Q3 Earnings Recap: Roku, Fubo, Comcast, Amazon, Alphabet, Sky, Harmonic, Verizon, Charter, Microsoft and Meta
This week, I recap all the streaming subscriber and pay TV numbers from Q3 earnings and profit and loss financials from Roku, Fubo, Peacock, YouTube, Sky, Verizon and others. I also highlight cloud services revenue from Amazon, Microsoft and Go...
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37:45
Episode 111: Exploring Netflix's Q3 Success; The Latest Sports and RSN News, and The Impact of AI on Podcasts
This week, we discuss the key takeaways from Netflix's earnings tied to its upcoming first-party ad tech platform, subscriber gains in the quarter, and its latest reported engagement metric of two hours a day per paid membership. We also cover ...
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1:05:10
Episode 110: DirecTV's FAST Service; Apple TV+ Coming To Amazon Prime Channels; JW Player and Connatix Merger
This week, we discuss DirecTV’s plan to launch a FAST platform and how it might benefit its brand even as it joins a crowded market of FAST services. We also highlight why it’s smart for Apple to make Apple TV+ content available to as many view...
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44:05
Episode 109: EchoStar and DirecTV Deal; Paramount Drops Nielsen; Netflix and Prime Video's Ad Business
This week, we discuss what could happen to DTC services Sling TV and DIRECTV STREAM if the planned deal for EchoStar to sell Dish to DirecTV gets approved. We also highlight the news that Skydance is in talks with the NFL to purchase the NFL Ne...
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54:05
Episode 108: IBC News Recap: Edge Compute Video Workflows, Codecs, and AI's Impact on Transcoding
This week, we recap news from IBC about using cloud-based compute services for video workflows, encoding optimization, AV1/codec adoption, live encoding use cases, and AI's potential impact on encoding platforms. We also give updates on the Ven...
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47:39
Episode 107: Analyzing NFL Streaming; Edgio's Bankruptcy Filing; Latest Sports Viewing Metrics
This week, I break down news related to the start of the NFL season, including audience figures from NBC Sports, ESPN, and Amazon, as well as my testing of NFL streaming on Peacock, YouTube TV, Fubo, YouTube TV, Paramount+, Sling TV, and FOX Sp...
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41:50
Episode 106: Disney Shuts Down TV Everywhere Apps; Latest Venu, NBA and WBD Legal News; Netflix Stock Hits Three-Year High
This week, we detail the latest updates surrounding the Paramount and Skydance merger, the Fubo and Venu Sports pretrial conference on September 12 and the NBA asking New York’s Supreme Court to dismiss Warner Bros. Discovery’s matching rights ...
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34:27
Executive Interview: Michelle Noon of PE Firm Clearhaven Partners Discusses Video Infrastructure Software Valuations, Acquisitions and Cash Flow
Michelle Noon, founder and managing partner of private equity firm Clearhaven Partners, joined me for a detailed conversation on the current state of the financing market tied to valuations, interest rates, and balance sheets. Michelle discusse...
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43:06
Episode 105: Venu Ruling; Paramount Layoffs; Higher NFL Sunday Ticket Pricing; Disney's New CTO
This week we discuss the latest temporary injunction against Venu Sports and what it may mean for Disney, FOX, WBD and Fubo. We also cover the latest pricing increase from YouTube’s NFL Sunday Ticket and new Sling TV and Verizon bundling option...
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42:43
Episode 104: Recapping Q2 Earnings Numbers from WBD, Paramount, Disney, EchoStar, Vizio, Akamai, Fastly, Brightcove and Lionsgate
This week, we recap the key points from Q2 earnings involving media companies and vendors, highlighting DTC subscriber additions and losses, profit and loss, cord-cutting, WBD and Paramount writing down the value of their TV businesses, and hig...
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45:38
Episode 103: Key Earnings Data from Roku, Comcast, Fubo and The Latest Content and Sports News
This week, we detail the key data and numbers from Roku, Comcast, Charter, Fubo, Vimeo, Harmonic, and Alphabet's Q2 earnings. We also discuss the most recent developments in content news, including Venu's pricing, the NBA agreement that permits...
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40:10
Episode 102: Netflix Earnings Recap; European Football Streaming News; FOX Sports Discloses Streaming Numbers
This week, we detail all of the numbers you need to know from Netflix's Q2 earnings and discuss why Netflix's ad business is not struggling like some in the media suggest. We also highlight interesting comments from Netflix about their upcoming...
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40:51
Episode 101: The Latest Pay TV and Streaming Viewership Figures, The Unknowns of the Skydance Media and Paramount Global Merger, and NBA Licensing Insights
This week, we discuss the reports that the NBA has concluded agreements totaling $76 billion that would keep ABC/ESPN as the home of the NBA Finals for 11 seasons while adding NBC and Amazon Prime Video as new partners. But the completed contra...
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42:46
Episode 100: OTT Price Increases; NFL Loses Sunday Ticket Trial; Sports News From FIFA, FOX, Disney, NHL, WBD and ITV
This week, we highlight all the sports news related to FIFA, FOX, Disney, NHL, WBD and ITV. We also delve into the NFL's ongoing legal battle over its Sunday Ticket trial, emphasizing the significance of the league's decision to appeal the ruli...
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32:31
Special CDN Podcast: The Latest Data on Pricing, Market Size, Tech Trends, DIY, Revenue, and Performance
See my blog post at www.cdnmarket.com for a detailed breakdown on market sizing.In this comprehensive podcast update on the CDN market, I separate facts from o...
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1:25:06
Episode 99: CTV Ad Buying Issues With SSPs; NFL Dominates All TV Sports Viewership; StackPath Shuts Down Company
This week, we discuss ad tech and how some SSPs are packaging CTV inventory into curated, omnichannel deals, resulting in CTV inventory being attached to less desirable content. While SSP auctions allow buyers to tailor bids to media quality, b...
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43:25
Episode 98: Latest on the NFL Sunday Ticket Trial, Venu Sports Launch and Content Deals From Netflix, FOX, WBD and NBCU
This week, we recap details from the ongoing Sunday Ticket trial, including the news that the NFL rejected ESPN's proposed reduced price of $70 for the entire 2023 season for Sunday Ticket, along with single-team packages. Trial evidence also s...
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56:04
Episode 97: The Latest Sports News and Viewership Stats; Price Increases; and Why App Download Metrics are Worthless
This week, we recap details from the ongoing Sunday Ticket trial, including the news that the NFL rejected ESPN's proposed reduced price of $70 for the entire 2023 season for Sunday Ticket, along with single-team packages. Trial evidence also s...
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29:43
Episode 95: Netflix's AVOD Plans, Why FAST Isn't Profitable, Earnings Recaps from Vizio, Brightcove, Akamai, WBD, and EchoStar
This week, we discuss some of Netflix's latest data on its ad-supported business, including usage, monthly active users and the news that it will launch an ad tech platform to control its ad buying, placement, and targeting. We also cover news ...
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56:25
Episode 96: "Special Sports Episode"; The Impact on the Netflix and NFL Deal, Venue Sports Expected Offering and the Frustration Fan Experience
With all the recent sports streaming news, co-host Mark Donnigan and I did a special “Sports Streaming Podcast Episode” this week. We discuss the upcoming Venu Sports offering (Disney/WBD/FOX sports JV) and the limitations we expect the service...
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38:35
Episode 94: All The Latest Q1 Data From Disney, Fubo, Vimeo, Amazon, Fastly and Cord Cutting
This week, we detail all the P&L numbers from the Q1 earnings across OTT platforms and streaming vendors. We highlight that while Disney+ and Hulu had an operating income profit of $47M, the rest of Disney's business didn't fare well, with ...
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49:48
Executive Interview: Fubo's CEO Gives Business Update on Growth, Earnings and Lawsuit
Fubo’s Co-Founder and CEO, David Gandler, sits down for an in-depth discussion about their lawsuit filed against Disney, FOX, and WBD, its Q1 earnings numbers, industry challenges around content licensing pricing and bundling and Fubo’s goal to...
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49:34