This week, I detail Netflix's Q3 earnings, its new interactive ads rolling out this quarter, and discuss its current use cases for GenAI. I also cover the upcoming Max price hikes and the latest WBD acquisition rumors, focusing on the numbers that matter most —revenue, debt, and financial metrics. Also discussed is the new NBA season, with the NBA back on NBC for the first time since 2002, Prime as a new addition to the NBA party, and ESPN returning for its 24th straight season. Finally, I de...
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This week, I detail Netflix's Q3 earnings, its new interactive ads rolling out this quarter, and discuss its current use cases for GenAI. I also cover the upcoming Max price hikes and the latest WBD acquisition rumors, focusing on the numbers that matter most —revenue, debt, and financial metrics. Also discussed is the new NBA season, with the NBA back on NBC for the first time since 2002, Prime as a new addition to the NBA party, and ESPN returning for its 24th straight season. Finally, I de...
Episode 138: MLS Discloses Sub Numbers; YouTube Earnings; Latest News from Disney, ESPN, NBC, MAX and Paramount
The Dan Rayburn Podcast
46 minutes
3 months ago
Episode 138: MLS Discloses Sub Numbers; YouTube Earnings; Latest News from Disney, ESPN, NBC, MAX and Paramount
This week, we highlight the details surrounding the MLS commissioner's disclosure that MLS Season Pass is averaging 120,000 unique viewers per match on Apple TV, representing a nearly 50% increase from 2024. For earnings, we cover Q2 ad revenue on YouTube, up 13% YoY and Alphabet's plan to increase capex investment in 2025 to approximately $85 billion, in addition to the cord-cutting numbers from Charter and Verizon. We cover the latest rumors of the NFL’s interest in acquiring an equity stak...
The Dan Rayburn Podcast
This week, I detail Netflix's Q3 earnings, its new interactive ads rolling out this quarter, and discuss its current use cases for GenAI. I also cover the upcoming Max price hikes and the latest WBD acquisition rumors, focusing on the numbers that matter most —revenue, debt, and financial metrics. Also discussed is the new NBA season, with the NBA back on NBC for the first time since 2002, Prime as a new addition to the NBA party, and ESPN returning for its 24th straight season. Finally, I de...
