The Dan Rayburn Podcast

Dan Rayburn
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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.

  1. 3 HR. AGO

    Episode 116: Akamai Acquires Contracts From Edgio's bankruptcy Auction: Roundup Of OTT and Broadcast News

    This week, we detail Akamai's successful $125 million bid for customer contracts from Edgio's security and content delivery businesses as part of Edgio's bankruptcy auction. We discuss Akamai's projected $89-$111 million in revenue over the next five quarters from the contracts and what the deal means for the broader CDN market. We also debunk some reported comments associated with the news and the impact on Microsoft's Azure CDN. Finally, we discuss news involving the Venu Sports and Fubo di...

    31 min

  2. DEC 3

    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, the exact number of Brightcove employees, a disclosure of a "material weakness in internal control over financial reporting,” and other company details. In this special podcast episode, we discuss all the numbers and provide insights into what the...

    37 min

  3. NOV 27

    Episode 114: Unraveling The Misinformation from Netflix's Boxing Event; All the Latest Broadcast, TV and Content News

    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 long game - chess over checkers. We also highlight the latest content news from JioCinema, MLB, Sling TV, Disney, Amazon, NBA and Hulu. Finally, we focus on the latest broadcast TV news, which includes Comcast's decision to spin out its NBCU cable assets and DirecTV a...

    1h 2m

  4. NOV 11

    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 Vimeo, Brightcove, Akamai, Fastly and Cloudflare. We also discuss the latest content news from UFC, The Tennis Channel, Netflix, Sky and FOX and highlight CDN Medianova's round of funding. Finally, we break down the impact of the Fed's interest rates on you...

    1h 1m

  5. NOV 4

    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 Google, with AWS hitting a record $100 billion in revenue for the past 12 months. I discuss why Instagram lowers video quality for unpopular videos and disagree with their statement that people interact with videos based on their content, not their qualit...

    38 min

  6. NOV 2

    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 the latest news from the messy world of RSNs, including the new report that Peacock will begin offering NBC-owned RSNs in early 2025 and the terrible launch of the Gotham Sports App by YES Network and MSG Networks. In basketball news, we detail the new ...

    1h 5m

  7. OCT 14

    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 viewers as possible via its deal with Prime Video, which will go live as a Prime Video channel later this month. We provide some of the new details released by ESPN's president about their ESPN app due to launch in 2025, which will offer multiview, sports b...

    44 min

  8. OCT 7

    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 Network and the latest on Diamond Sports Group's decision to release all but one of its MLB contracts in the hopes of getting approval for its bankruptcy reorganization plan. We detail Paramount Global’s decision to drop Nielsen as its main viewer measure...

    54 min
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About

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.

Information

  • Creator
    Dan Rayburn
  • Years Active
    2021 - 2024
  • Episodes
    128
  • Rating
    Clean
  • Copyright
    © 2024 The Dan Rayburn Podcast
  • Show Website
    The Dan Rayburn Podcast

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