The Dan Rayburn Podcast

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

May 15, 2022 37 min

This week we breakdown  Q1 2022 calendar earnings from Disney, fuboTV and DISH including subscriber gains/losses, ARPU and revenue growth rate. We also detail some engagement numbers highlighting what engagement looks like across gaming (Roblox, Activision Blizzard), trading (Robinhood, Coinbase), social (Facebook) and other platforms showing how consumer's behaviors have changed since the pandemic. 

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This week we breakdown the key numbers you need to know from Q1 earnings reports including updated subscriber and ARPU numbers from Paramount+, Roku, Peacock TV and cord cutting numbers from Charter, Comcast and Verizon. We also detail the revenue growth rate, GAAP net loss/gain from cloud vendors and streaming vendors including Akamai, Alphabet, Brightcove, Fastly, Limelight, Microsoft, Vimeo. Come up to speed on important Q1 ...

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This week we discuss some of the news from the NAB Show, detail some of the products and services we saw on the exhibit floor and talk about the hottest topics discussed at the Streaming Summit. We also detail attendee numbers, some of the NAB's plans for the new show in NYC in October, how engineering teams are building out video applications and what the future of the media business looks like.

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On Monday April 25th, Google  announced a new commercial CDN offering called "Media CDN", as part of their Google Cloud platform. For this special podcast, I sat down with David Reisfeld, Customer Engineering Manager, Network Specialist at Google to discuss the news. We cover why Google is entering the CDN market, what their new service consists of, how Media CDN is leveraging YouTube's infrastructure, the importance of...

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This week we breakdown Roku’s business model discussing their challenges but also the large opportunity they have in the market when it comes to the strength of their advertising platform. We also discuss Roku’s ARPU, international growth and the success they have seen in their OS platform for TV manufacturers. We also highlight some AVOD news in the market and discuss Netflix adding an ad supported tier (before Netflix earnings ca...

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This week we discuss the holy grail of of the streaming media industry, a single platform to aggregate streaming media services. With new Discover and Universal Watchlist  functionality from Plex and news from Verizon about their +Play platform to centralize subscription services, we debate what might really take place in the market. We also cover some streaming viewership numbers from March Madness, the news of Disney+ get...

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This week we discuss the complex streaming sports licensing business and the challenge sports fans now have in finding and consuming games from MLB and the NFL. With both league's doing exclusive streaming only deals for distribution, many consumers will now need cable or cable like bundles to get access to all games. With MLB on Apple TV+, Peacock, ESPN, TBS and some RSN services, it's getting to be a complex mess. The...

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This week we debate the real impact that password sharing could have on revenue and ARPU of streaming services. We also try and decipher confusing data from Antenna on the conversion rate from free trials to paid subscribers. We question who’s watching AVOD services when so much of the content is old and not exclusive to any single platform and discuss what the financial impact could be to OTT services when adding a lower priced ad...

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This week we preview some of the speakers and content that will be at the NAB Show Streaming Summit, taking place April 25-26 in Las Vegas. Hear what companies like Netflix, HBO Max, Paramount+, Disney, Fire TV, FOX, MotorTrend, La Liga, DAZN and others will be discussing and some of the main topics that will be covered in the program. We also discuss how industry conferences have changed since the pandemic, the role of hybrid ...

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This week we discuss the Apple and MLB deal and debate the importance of sports streaming to the content strategy of Apple TV+ going forward. We also highlight what the deal might mean for other sports streaming companies like Sinclair’s DTC service, which will have go-fenced games from some MLB teams and we talk about the difficulty consumers are having in finding sports content from one league on a single platform. The discus...

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For this special edition of my podcast, I sit down with Limelight’s CEO Bob Lyons to discuss the details around their news to acquire Edgecast from Apollo Funds in an all stock deal valued at approximately $300 million (1x Edgecast revenue) and to rebrand the combined companies as Edgio. We also discuss the current state of the CDN market including the competitive landscape, pricing trends, the expected mix of Limelight's reven...

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This week we highlight HBO Max entering the live sports market with the news that they will broadcast more than twenty Women’s and Men’s National U.S. Soccer matches each year. We also discuss what Disney’s new ad-supported subscription for Disney+ might look like, when the option launches in late 2022. We also break down AppLovin’s acquisition of CTV platform Wurl for $430 million, based on projected 2023 revenue of $75 millio...

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This week we breakdown the 70,000 subscriber losses from Sling TV in Q4, the injection of $4.3B into DAZN and the upcoming soft launch of Bally Sports RSN streaming service. We also cover the key numbers you need to know from FuboTV, who ended 2021 with 1.13M subs and Discovery, who wrapped up 2021 with 22M D2C subs. We also discuss what’s behind so many streaming vendors slashing revenue growth projections for this year when compa...

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This week we breakdown the confusing streaming numbers given out by NBC Sports from the Super Bowl and cover what you need to know about revenue growth, profit/loss, market cap and revenue guidance based on earnings from Roku, Paramount, Fastly, Akamai and Brightcove. We also call out Phenix for their bogus ultra-low latency claims around the Super Bowl and the narrative they are pushing with the media claiming “sports streaming is...

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This week we breakdown earnings from Disney including the new subscriber numbers and ARPU they announced for Disney+, Hulu and ESPN+, while also losing $593 million in their D2C business in Q4 2021. We also detail earnings at Vimeo along with some major problems in their business and multiple changes they announced regarding their go-to-market strategy. Other news highlighted include revenue numbers from FOX Corporation, ne...
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This week we breakdown earnings from Amazon, Meta and Alphabet including Amazon's disclosure of revenue from its fast-growing advertising business, AWS revenue growth of 40% and Amazon raising their Prime membership fee. We also cover Apple’s negative impact on Meta’s business, estimated to be in the order of $10 billion in 2022, and YouTube's ad revenue of $8.6 billion, up 25%. We also cover Brightcove's acquisition of...

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This week we breakdown Q4 earnings data from Comcast, Verizon, Apple, AT&T and Charter and discuss different pricing and bundling trends of OTT services. We also highlight new subscriber numbers given out on Peacock TV and HBO Max as well as the latest number of pay TV losses reported by the cable operators. We also debate the global TAM for streaming media households, estimated by Netflix to be 600-800 million, and question wh...

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This week we breakdown Netflix's Q4 earnings after watching the stock drop over $100 the next day, also causing new 52-week lows for stocks from Disney, Roku and fuboTV. We also discuss the proposed $69 billion acquisition of Activision Blizzard by Microsoft, announced on the same day that the DOJ and FTC discussed plans to update and modernize merger enforcement guidelines, something that could mean more rigorous scrutiny of m...

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This week we talk about industry challenges with churn and retention and highlight some of the major problems when it comes to the methodology being used to compare services. We also discuss Netflix's recent price increase and the potential impact it could have on their subscriber growth. We also cover the recent sports licensing deals with the news that ViacomCBS secured the exclusive rights to stream English Premier League so...

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This week we breakdown the latest HBO Max/HB0 subscribers numbers just released by AT&T and question how the industry should define sub growth. While 73.8M sounds like a big number, the service had 61M at the end of 2020 and won’t have day-in-date releases this year. We also debate some of the latest “estimates” released on vMVPD subscriber growth and highlight the challenges faced with vMVPD packages now averaging $65 a month....

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