The Dan Rayburn Podcast

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The Dan Rayburn Podcast

Dan Rayburn

164 episodes

6 days ago

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...

Show more...

Episodes (20/164)

The Dan Rayburn Podcast

Episode 149: Netflix's Earnings and Gen AI Usage; Latest WBD News and Max Price Increases; NBA Streaming Across Peacock and Prime

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...

6 days ago

36 minutes

The Dan Rayburn Podcast

Episode 148: Review of Amazon's New Vega OS-based Fire TV Stick; Latest News from Apple/F1, WBD, Netflix, Roku, and Ad Tech Industry Challenges

This week, we highlight my review of Amazon's new Vega OS-based Fire TV Stick, which claims to offer "remarkably fast app launches,” but when tested against the Fire TV Stick Max, I found there was no difference in speed. We also detail all the news from Apple regarding its deal with F1, Apple's services chief discussing how Apple approaches the live sports business and Apple's new bundle with Peacock. We also dispute Apple's odd claim that Apple TV has better video quality than other broadca...

1 week ago

39 minutes

The Dan Rayburn Podcast

Episode 147: Netflix's CEO on Gaming, WBD and UI/UX; News Roundup from Ad Week NYC; DAZN Financial Details

This week, we highlight all of the comments from Netflix's co-CEO regarding its upcoming release of five Party Games designed for connected TVs. We also detail his remarks on why Netflix doesn't bid for an entire season of NFL games, why Netflix doesn't want to acquire WBD, the impact of their new UI/UX and why trying to copy YouTube is the "dumbest move" a company can make. We also cover some announcements made during Advertising Week NY, with news from NBC, Paramount Skydance, Roku, Snap, T...

2 weeks ago

49 minutes

The Dan Rayburn Podcast

Episode 146: Media Stocks up 25% in the Past Six Months; Latest News from Peacock, Max, FOX, Fubo, Disney, Versant, Prime Video, the NBA, and YouTube TV

This week, we highlight the stocks of WBD, Disney, Roku, Paramount, Apple, Fubo, and others, which have all increased by at least 25% over the past six months, with WBD leading the way at 112%. We detail all the latest news related to Peacock, Max, FOX, Fubo, Disney, Versant, Prime Video, the NBA, and YouTube TV, as well as rumors that Yahoo is in advanced talks to sell AOL to Bending Spoons. Finally, we discuss some tips and tricks for increasing exposure on LinkedIn, including recent best p...

4 weeks ago

1 hour 1 minute

The Dan Rayburn Podcast

Episode 145: Detailing WBD, Netflix, and Roku's Balance Sheets; Disney's DTC Price Increases; Netflix and MLB News

This week, we highlight the balance sheets of WBD, Netflix, and Roku, including their market capitalization, debt, cash, and profit and loss statements, as we examine some of the high-level rumors of mergers in the industry, where no one seems to be considering the financials. We also discuss Disney's DTC price increases and the ridiculous comparisons about Kimmel's monologue viewership numbers between TV and YouTube, as some claim Disney has seen "mass" cancellations. We cover the unc...

1 month ago

54 minutes

The Dan Rayburn Podcast

Episode 144: Debunking AI News; The Challenges in Live Viewership Data; Versant Discloses Revenue; NBA Invests in MediaKind

This week, I highlight where the hype lies in AI, where there is opportunity, and why an "AI-first native strategy" by vendors is the wrong approach. I also explain the importance of AI use cases that help boost efficiency, versus those that are more disruptive to a given industry and how AI is truly upending the news media industry. I detail the new financial details released by Versant Media Group, Comcast’s spinoff of the majority of its NBCU cable network portfolio and the importance of u...

1 month ago

46 minutes

The Dan Rayburn Podcast

Episode 143: YouTube's NFL Stream Viewership Numbers; Latest WBD News; Vimeo To Be Acquired

Episode 143: This week, I cover the viewership stats from YouTube’s exclusive NFL live global stream, breaking down what the numbers really mean, since many in the media misreported them. I discuss the challenges that the NFL, FOX and ESPN say they have in working with Nielsen, who once again, announced it is changing the way it measures viewership, which is absent of impartiality and transparency. I also detail the latest news and rumors involving WBD, the upcoming TNT Sports app, and...

1 month ago

37 minutes

The Dan Rayburn Podcast

Special Podcast: New OpenMOQ Software Consortium Launches, to Advance MOQ-based technology

The OpenMOQ Software Consortium has launched as a new effort among vendors and content owners, focused on advancing MOQ-based technology through open-source software. The consortium is tasked with developing high-performance software that will enable the next generation of media contribution, distribution, and playback. OpenMOQ is a collaborative effort to accelerate development, enhance interoperability and share cost between vendors, distributors and in some cases, even competitors. In this...

1 month ago

26 minutes

The Dan Rayburn Podcast

Episode 142: News Recap from FOX, Disney, Fubo, Apple TV, BritBox, Netflix, and Upcoming Layoffs from Paramount

This week, I cover the launch of Fox One and ESPN Unlimited, which appeared to go smoothly, with few user issues reported. I detailed the news of the week, including price increases for Apple TV+ and BritBox, the launch of a new $20 bundle from Sling TV, and news from Netflix, YouTube, MLB, Fubo and NBC Sports. Finally, I discuss the expected upcoming layoffs at Paramount and their implications for the industry. Podcast produced by Security Halt Media

2 months ago

20 minutes

The Dan Rayburn Podcast

Executive Interview: Hydrolix's CEO Details the Changing Economics of Big Data and Real-Time Observability for Streaming

Marty Kagan, co-founder and CEO of Hydrolix, joined me for a detailed conversation on the importance of delivering better end-user QoE with real-time telemetry and the challenges that come with CDN observability. Marty highlights why more hot data is crucial for AIOps and challenges that M&E customers face today, including the need to discard data due to storage costs. Marty presents a compelling argument against the notion that most data is irrelevant and that content owners only need to...

2 months ago

30 minutes

The Dan Rayburn Podcast

Episode 141: Paramount's UFC Deal; Disney and FOX Bundle; Starz Declining Subs; New Features Coming to Sky Sports Premier League Coverage

This week, we detail Paramount Global's seven-year deal with TKO for the rights to stream UFC fights, the impact on ESPN+ and UFC's approach to move away from PPV to expand its audience. We also discussed the new Disney and Fox bundle launching on October 2nd, which combines ESPN+ and Fox One for a discounted rate. Additionally, we list out why not all pay TV customers will have access to ESPN's new DTC service for free when it launches on August 21st. We covered Netflix's pricing increase in...

2 months ago

58 minutes

The Dan Rayburn Podcast

Episode 140: Disney Earnings and NFL/ESPN News; Latest Numbers from WBD, Fubo, Altice and FOX One Launch

This week, we detail all the news from Disney's earnings, its proposed deal between ESPN and the NFL and the launch of ESPN's new DTC service this month. We also discuss the impact of Disney's decision to no longer report paid subscribers or ARPU numbers for Disney+ and Hulu, and will cease reporting ESPN+ numbers as of next month. We also discuss all the essential numbers from Q2 earnings for WBD, Paramount Global, Fubo, Altice, Akamai, Fastly, Vimeo, and highlight the upcoming launch...

2 months ago

45 minutes

The Dan Rayburn Podcast

Episode 139: Earnings Recaps from Comcast, Roku, Fubo, EchoStar, Spotify, Meta and Amazon

This week, I outline the key numbers you should know regarding subscriber gains and losses, as well as the profitability of D2C businesses for Peacock, Roku, Paramount, Sling TV, and Fubo. I also cover the revenue growth from cloud providers Amazon and Microsoft, and break out the capex spend of Meta and the hyper-scalers, totaling more than $250 billion this year, driven by AI-related infrastructure. Finally, I highlight some news relating to Prime Video, Netflix, YouTube, Instagram and DAZN...

3 months ago

32 minutes

The Dan Rayburn Podcast

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...

3 months ago

46 minutes

The Dan Rayburn Podcast

Episode 137: Detailing Netflix's Q2 Earnings; Deltatre Plans to Acquire Endeavor Streaming

This week, we highlight the key numbers and comments from Netflix's Q2 earnings, covering finances, ad growth, live event strategy, competition, AI, and content strategy. We detail the financial metrics tied to revenue, free cash flow, debt, and estimated full-year 2025 revenue guidance. We discuss all the comments from Netflix's management team regarding measuring household engagement, its upcoming interactive ad launch, the impact of the recent price hike, its deal with TF1, and the acquisi...

3 months ago

57 minutes

The Dan Rayburn Podcast

Episode 136: Disney's Latest Content Deals; Apple and F1 Rumors; Ultra Low Latency Deployments

This week, we highlight Disney's new content bundling deals with Charter and ITV, as well as Paramount's new agreement with DIRECTV. We discuss Amazon's investment in AI to help remaster SD content into HD, and what we think the impact of AI can be in the video streaming workflow. We also discuss why the media is getting it wrong when they suggest that Google has won the living room, as YouTube tightens its enforcement of its monetization guidelines. We break down the latest rumors that Apple...

3 months ago

50 minutes

The Dan Rayburn Podcast

Special CDN Podcast: The Latest on Delivery Pricing, Capacity Planning, DIY, Latency and Bitrate Trends

This special CDN focused podcast details the latest on delivery pricing and industry trends. I discuss delivery commits, QoE measurement, DIY deployments, HD HDR bitrates, and the impact of vendors exiting the market. I also cover how content owners perform capacity planning at the ASN level, leaching, latency, and why multicasting and P2P won't positively impact the industry. The data comes from my CDN pricing survey, as well as hosting panels and private events at the NAB Show Streaming Sum...

4 months ago

35 minutes

The Dan Rayburn Podcast

Episode 135: Disney Layoffs; Sports Streaming News; BBC Low Latency Trial; Wowza Makes AI Tech Acquisition

This week, we highlight all the sports news from Peacock, Pac-12, ESPN, Optus Sport, Amazon, IMG, and NASCAR, detailing viewership stats and new licensing deals. We also cover the recent layoffs at Disney, the BBC's low latency live streaming trial, and the current ad loads of Max, Prime Video and Peacock. Finally, we cover some vendor news, including Wowza's acquisition of AI tech company AVA Intellect, and discuss some recent data I collected on the use of AI in the streaming video workflow...

4 months ago

43 minutes

The Dan Rayburn Podcast

Episode 134: Recapping News From WBD, Disney, Netflix, YouTube, Amazon, F1 and Streaming Vendors Qwilt, Phenix and Brightcove

This week, we cover a lot of news, stats and numbers across WBD, Disney, Netflix, YouTube, MGM, Amazon, F1, DAZN, NFL, Verizon, Starz, Roku, TikTok, Apple TV, Premier League, JioHotstar, Paramount and other sports and OTT services. We also discuss the changes taking place at Qwilt, including the appointment of a new CEO, the assets of Phenix Real Time Solutions being put up for auction, and Bending Spoons' plans for Brightcove’s product roadmap. Correction: About 14 minutes in, when discussin...

4 months ago

48 minutes

The Dan Rayburn Podcast

Episode 133: New Ad Tier User Numbers; FOX and ESPN DTC News; YouTube Gets Exclusive NFL Game

This week, we cover the news from the Upfronts, with Netflix and Amazon announcing updated ad-tier user numbers, YouTube disclosing ad conversions on Shorts, and some of the new ad formats coming to OTT platforms. We also detail the upcoming DTC offerings from ESPN and FOX and YouTube's plans to stream an exclusive NFL game for free in September. Finally, we highlight Charter's announcement of its plans to buy Cox Communications, Warner Bros. Discovery rebranding Max to HBO Max this summer, a...

5 months ago

30 minutes