The Dan Rayburn Podcast

Dan Rayburn
  • 5.0 (18)
  • Tech News
  • Updated Weekly

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. 19h ago

    Episode 181: The Messy RSN Market; Latest Content News from NHL, Prime, Disney, DAZN, Telemundo, WBD and Sony; Jio Platforms to IPO

    This week, I cover the messy RSN business, which is only getting worse for NHL fans as six NHL teams will stream on Prime Video for in-market fans, but not all will be free. I also cover Netflix's price increase in the UK, its tenth since the service launched in 2014. I also talk about how, after price increases from Apple, Roku, and Amazon on streaming devices, the Google TV Streamer has risen from $99.99 to $149.99.  On the content side, I detail new deals, with DAZN securing the rights to broadcast Spain’s top-tier football tournament, LaLiga EA Sports, across Sub-Saharan Africa for the next three seasons, and Warner Bros. Discovery launching HBO Max in Japan through deals for distribution on Nippon TV-owned Hulu Japan and Amazon Prime Video in Japan.  Also, NBCU Telemundo secured the exclusive U.S. Spanish-language rights to the Serie A Championship, Coppa Italia and Supercoppa Italiana, locking down the football market. In addition, Sony launched more than 100 live FAST TV channels on the PS5 in the U.S., but none of the content is exclusive, and Disney has added to its content deal with Groupe M6, bringing "several hundred" episodes of four shows from the French broadcaster to the service.  Finally, I cover Jio Platforms, Reliance Industries' digital platform, having received approval from market regulator SEBI to float India’s largest-ever IPO, aiming to raise about $4 billion.  Podcast produced by Security Halt Media

  2. Aug 31

    Episode 180: ESPN, Apple TV, Peacock and Fire TV Price Increases; GTA 6 Trailer Crashes on Netflix; LinkedIn's Functionality Problems

    This week, we cover major OTT price increases across the industry, including Disney raising prices by $2 per month for ESPN Unlimited and $1 for ESPN Select. We also cover Peacock raising prices by $1-$3 per month, Apple TV raising prices by $2 per month, and Amazon raising prices on its Fire TV, Echo, Eero, and Kindle hardware.  We also discuss problems users reported across Netflix for the 26-minute GTA 6 trailer, YouTube's announcement of a change in how it defines a viewer, the market-sizing problems reported for vertical video, and series product functionality issues on LinkedIn. Finally, we detail Amazon's news that it has joined YouTube's Shopping affiliate program, where U.S. creators will now be able to tag Amazon products in their Shorts, long-form videos and livestreams, making it even easier for viewers to buy the products. Podcast produced by Security Halt Media

  3. Aug 25

    Episode 3: The Sports Streaming Podcast, with Dan Rayburn & Eric Black

    This month, Eric Black and Dan Rayburn discuss the big news that all of Peacock's content will be available on YouTube Premium in the U.S. They discuss what it means for NBCU, which has now become a content licensing company and DTC service, which are very different business models. They debate that over time, Peacock may no longer be a destination for consumers when the content can be viewed on other platforms. They also discuss the announced price increases for Peacock, ranging from $1-$3 per month, on the heels of Comcast announcing during its Q2 earnings that Peacock turned its first-ever quarterly profit since the service launched six years ago.  They also discuss the news that YES Network and MSG Networks will be shutting down its Gotham Sports app, announcing a deal with DAZN that will make DAZN the exclusive home for their content. They cover the latest in the messy RSN market, dicuss consumer fragmentation and report that DAZN has secured games from the Timberwolves and Pacers, while Victory+ has lost teams from its service after failing to pay them money owed for the content. They cover how Disney+ is starting to become a sports service, having signed a multi-year partnership with Formula E, along with the sports content they already have with the World Cup, LALIGA, NBA and UEFA in other countries. The discussion also includes Disney's CEO saying they are "looking forward to launching" a free version of their service and what it might look like. Finally, they detail the latest news from FOX, NFL, Prime Video, Telemundo, ESPN and Versant. Podcast produced by Security Halt Media

    Episode 3: The Sports Streaming Podcast, with Dan Rayburn & Eric Black

  4. Aug 16

    Episode 179: Recapping Earnings from Paramount, WBD, Fubo, Roku, Fox, EchoStar; News from Disney, Netflix, Apple and NFL

    This week, we cover the Q2 earnings numbers you need to know from WBD, Roku, Paramount Skydance, Fubo and EchoStar, including net profit and subscribers. We discuss the latest bundling and content deals from Disney, Netflix, Philo, Apple TV, and Google TV.  We also detail the technical issues NFL+ experienced during week one of preseason games, the layoffs at Scripps and VideoAmp, and Dolby's acquisition of 250 patents that are at the heart of the technology that contributed to VVC. Podcast produced by Security Halt Media

  5. Aug 5

    Episode 178: YouTube's Peacock Deal; Gotham Sports App Shutting Down; Infrastructure Earnings from Amazon and Microsoft

    This week, discuss the news that eligible YouTube Premium subscribers in the U.S. will gain access to ad-supported Peacock Premium in 2027 at no additional charge and debate if this means NBCU will become a content arms dealer. We detail the plan for NFL Ticket to come back to DIRECTV for businesses through a new licensing deal, and DAZN plans to acquire EverPass Media. We also highlight the YES Network and MSG Networks news that will make DAZN the exclusive home for their content, replacing the Gotham Sports App, which will be shut down. We touch on the latest news from HBO Max, Roku, Disney, SiriusXM, Prime Video, and Rogers Communications. Finally, we cover all the Q2 earnings numbers you need to know from Amazon, Microsoft, Apple, Meta and AMC Global Media.  Podcast produced by Security Halt Media

  6. Jul 29

    Episode 177: Roku's Hardware Price Increase; Peacock Turns a Profit; Final FIFA World Cup Numbers from YouTube, TikTok, Fox and Telemundo

    This week, I detail Comcast's Q2 earnings, which, for the first time in six years, showed Peacock had a positive quarter, with $189 million in EBITDA. This positive news was offset by the loss of 280,000 cable TV subscribers and 167,000 broadband residential customers, with total company revenue down 1.2% YoY. I discuss the news that Roku is raising the MSRP of its streaming sticks and boxes from $10-$50, depending on the model, noting that the largest portion of Roku's overall device unit volume comes from the sale of third-party Roku-made TVs by OEM partners, not Roku boxes. Finally, I detail the final FIFA World Cup viewership numbers from YouTube, Cazé TV, TikTok, Fox/FOX One, and Telemundo/Peacock, highlighting the different measurement methodologies used, and mention Telemundo becoming the exclusive U.S. Spanish-language rights holder for the next UEFA men's club competitions. Podcast produced by Security Halt Media

  7. Jul 19

    Episode 176: Netflix Q2 Earnings, Industry Doom and Gloom Overrated; Fandango to Compete in the FAST Market

    This week, I discuss Netflix's earnings, the new numbers it disclosed regarding live streaming, confirmation that engagement didn't decline, double-digit revenue growth in all regions, and the largest share buybacks in company history. I explain that while some suggest that Netflix's business is "broken" or "collapsing," none of it is based on facts or supported by any actual numbers. (Nielsen's don't count) I also cover Fandango's push to become a FAST platform, with its owner, Versant, having acquired rights to air Bundesliga games in the U.S., some of which stream on Fandango. I also talk about the company's goal of having what they say will be a better FAST experience, with lower ad loads and its claims that it has a unique advantage in bringing audiences in through recent theatrical releases. Finally, I cover why I don't think a streamer will secure U.S. rights to the 2030 FIFA World Cup, since the largest viewing audience will require a combination of linear TV and streaming. Podcast produced by Security Halt Media

  8. Jul 16

    Episode 175: Comcast to Split Business; ITV Sells to Sky; Meta Planning Cloud Business

    This week, I discuss Comcast's plans to split its media and technology businesses, spinning off NBCUniversal and Sky into a separate publicly traded company. I questioned why it didn't happen sooner, since for years we've seen from its balance sheet and stock price that combining its content and distribution pipelines hasn't added value. Also related to Comcast, I cover the news that ITV has agreed to sell its Media and Entertainment division, covering the ITV channels, the ITVX streaming platform, and the advertising business that funds them, to Comcast-owned Sky for up to £1.6 billion.  I discuss Meta's plans to launch a cloud business to sell AI computing power and why it makes sense, when Meta is spending so much on capex without a clear path to directly monetize it. I also use the example of Meta taking a page from Google's playbook, which successfully diversified revenue beyond just advertising by growing their cloud services over many years. Other Meta news covered is that the company took a patent license covering AV1 and VP9 from the Access Advance VDP Pool.  Finally, I cover the latest news from Netflix, which will add video content from new publishers, ranging from 3 to 20 minutes in length, and why this is not a sign that Netflix is trying to be YouTube. Podcast produced by Security Halt Media

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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 - 2026
  • Episodes
    201
  • Rating
    Clean
  • Copyright
    © 2026 The Dan Rayburn Podcast
  • Show Website
    The Dan Rayburn Podcast

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