The Dan Rayburn Podcast

This week I discuss the technical issues that YouTube TV, Apple TV and Netflix all had in the past 30-days with a live event/stream on their platform. I also break down all the key numbers from Disney’s earnings including the 3.8 million sequential decline of Disney+ Hotstar subs, their comments that the price increase for Disney+ without ads had no meaningful negative impact on churn, and the latest non-news on ESPN going DTC. Als...

This week we highlight the Q1 earnings news from Brightcove (will lay off 10% of company), Vimeo (CEO could get $800,000 bonus), Paramount (+  added 4.1M subs), Comcast (Peacock subs up 2M), Warner Bros. Discovery (expects DTC business to be profitable this year) and the latest cord cutting numbers with over 1M pay TV losses in Q1.

We also discuss problems we are seeing with many resumes and LinkedIn pages by those looking for new j...

This week we highlight some of the news from the NAB Show and detail the technologies and business models we heard talked about the most. We also discuss the trends we saw at the show, vendor messaging, specific data shared from speakers and what impressed us. We also cover some numbers you need to know on cord cutting, P&L and ARRU from earnings related to Roku, Comcast (Peacock), Amazon, Verizon, Meta, Netflix and others.

This week we breakdown the number from Viacom18 of 16 million concurrent streams for the Indian Premier League (IPL) on Jio Cinema, highlighting that the bitrate was around 1Mbps, making comparisons to other events difficult. We also discuss potential new DTC streaming strategies the WWE and UFC could take since their rights deals with ESPN, FOX and NBC Universal all expire by 2026. We recap some industry news that Apple has acquir...

This week we discuss the recent price increase at YouTube TV which will now start at $73 a month, which in some cases, is only a few dollars cheaper than cable TV in a triple-play bundle. We also highlight some recent news from Apple including rumors they may be partnering with studios to put more titles in theaters; Paramount+ announcing it will offer mobile-only plans in Brazil and Mexico; a detailed report on the challenges Twit...

Eric Black, who for more than 20 years, was a leader for NBC Universal’s media technology strategy across a host of digital properties during pivotal moments in the evolution of live streaming, joins me for a discussion about  the sports streaming market. We discuss licensing costs, bundling and packaging of sports content, user personalization, the impact of low/ultra-low latency streaming, and discuss the focus of his new job, as...

This week we review Netflix’s success with their first live event from both a video quality and user interface standpoint and discuss what live streaming means to Netflix’s business since most consumers are not going to regularly tune into Netflix on a scheduled time. We also highlight a lot of interesting comments made by Disney’s CEO around the pricing and bundling of Disney+, how they are "very carefully” studying the strea...

This week we detail the numbers you need to know from the Q4/full-year earnings of Warner Bros. Discovery, Vimeo, fuboTV, Vizio, Brightcove, DISH and Altice. We highlight revenue growth, free cash flow, pay TV subs lost, streaming subs gained and ARPU. We also cover some of the news around sports streaming and OTT services from MSG+, RSN licensing, NFL Sunday Ticket and Indian Premier League cricket.

Companies and services mentioned...

This week we breakdown the problems Netflix’s is having in Canada with their new account sharing rules that are confusing, incomplete and conflicting. We also discuss the latency of the Super Bowl stream and why lower latency doesn’t equal more viewers, longer viewing times, or more ads delivered. Also detailed are all the numbers you need to know from Paramount, Roku, Akamai and Fastly’s earnings including sub growth, year-over-ye...

This week we breakdown all the numbers from Disney's Q4 calendar 2022 earnings including subscriber losses with Disney+ (2.4M); Gains at Hulu (800K) and ESPN+ (600K); announcement of 7,000 layoffs; loss of $1.1B from DTC business; latest ARPU numbers; the re-org of Disney into three divisions and the CEO's comments that Disney is not considering a spinoff of ESPN. We also discuss Sling's newly launched FAST service c...

This week we highlight the key numbers you need to know from Q4 2022 earnings results from Google (YouTube revenue growth declined), Amazon (AWS revenue growth of 20%), Comcast (now has 20M Peacock subs but lost $978M), Apple (Revenue down 5% y/o/y), Verizon (Lost 80, 000 pay TV subs), Charter (Lost 145,000 pay TV subs) and additional news around Netflix, Paramount+, World Cup, Liliac Cloud and Harmonic.

Companies and ser...

Kevin McGurn, President of Sales and Distribution for Vevo joins me for a discussion around Vevo's FAST strategy. Kevin discusses the success Vevo is seeing with regards to their content programming and how it changes per region; their monetization strategy with advertising; how they are getting such high engagement numbers; the importance of multi-platform distribution; and why the largest volume of their viewership happens o...

This week I highlight all the key numbers you need to know from Netflix’s earnings including subscriber numbers, free-cash-flow, paid sharing and projected numbers around AVOD revenue. I also give my review of HBO Max's first live sporting event on the platform with the US women's national team soccer match against New Zealand. Finally, I run through all the new sports licensing deals with NBCUniversal, (U.S. Soccer Feder...

This week we highlight the price increases from fuboTV, DirecTV Stream and HBO Max’s ad-free plan, with many live linear plans now being more expensive than cable TV. We also discuss news from FOX Sports who said their NFL Playoffs/Super Bowl broadcast schedule will not be broadcast or streamed in native 4K, but rather will be captured and produced in 1080p HDR and upscaled to 4K. We breakdown the new subscriber numbers from DAZN a...

This week we highlight some of the layoffs across the industry (Vimeo, Amazon, Kaltura, Amdocs, JWP) and why getting to positive cash flow for vendors is and should be the number one goal in 2023. We also detail the latest ARPU numbers from OTT services and some TV news from CES, with Roku announcing the first-ever smart TV designed and built by Roku and a still unnamed partner. Finally, we discuss the extremely fragmented landscap...

This week we highlight some of the tech details released around the NFL Sunday Ticket package coming to YouTube TV, which won't allow consumers to purchase the package per team or per game. We also discuss YouTube confirming that 4K video quality was not required as part of their deal with the NFL and what we think that impact could be. Also covered are the acquisitions of eCDN Ramp by Vbrick, The Switch by Tata Communications...

This week I highlight some of the recent news around Netflix's AVOD business and the media's ridiculous suggestion that Netflix is struggling after only six weeks. I also discuss why Warner Bros. Discovery has recently decided to license certain HBO and HBO Max original programming to third party FAST services, as a smart way to save money on residuals while making money on syndication. Also detailed are a news items from...

This week we breakdown the launch of AVOD on Disney+; the news by Paramount’s CEO of declining advertising revenue in this quarter; Netflix’s comment that licensing sports content isn’t profitable; NBCU’s announcement that Peacock has more than 18 million paid subscribers; how Netflix’s open source deal with GPAC gives them a competitive advantage for video packaging; and we detail Caesars streaming an NFL game via live low latency...