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
141 episodes
Episode 129: Netflix's Q1 Earnings; Latest Sports News; Funding and Acquisition Deals
This week, we detail Netflix's Q1 earnings, including its free cash flow, content spending, and 2025 guidance forecast of $43.5-$44.5 billion. We highlight all of Netflix's comments around its ad tech platform, Netflix Ads Suite (NAS), and why ...
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44:56
Episode 128: NAB Show 2025 Recap and Key Takeaways
For this special podcast, Mark Donnigan and I recap key takeaways from the 2025 NAB Show in Las Vegas, discussing what we heard on the show floor and in sessions. We detail the NAB’s attendance numbers and the impact I saw on the number of atte...
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34:48
Episode 127: MLB Opening Day Outage; More RSN Streaming Options; EdgeCast Relaunch; Bitmovin Reaches Free Cash Flow
This week, we highlight DIRECTV's expanding RSN bundling options, which cover 18 MLB, 16 NBA, and 10 NHL franchises and the addition of Max Basic with Ads to its MyEntertainment Genre Pack. We also highlight the MLB TV streaming outage on openi...
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33:10
Episode 126: JioHotstar’s 60M Concurrent Cricket Stream; F1 TV’s New 4K Tier; Why Apple TV+ Losses Don’t Matter; Max Platform Updates
This week, we discuss JioHotstar's live stream of the ICC Champions Trophy Final, with a reported 60 million concurrent streams and why the industry needs to stop putting so much clout on concurrent or AMA numbers without any other details on t...
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41:45
Episode 125: Hulu's Oscars Stream; MSG Networks Likely Bankruptcy; CTV Botnet Discovery; MLB's Streaming Challenges
This week, we talk about the problems with Hulu's Oscars live stream and why streaming cannot take the place of broadcast distribution in terms of scalability and dependability. We also point out the likelihood of MSG Networks and/or its affili...
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34:22
Episode 124: Fubo, WBD and Paramount Q4 Earnings; Amazon Launching Live Linear Channel; DIRECTV's New $35 Entertainment Package
This week, we discuss the Q4 earnings numbers tied to subscribers and profitability from Fubo, Warner Bros. Discovery, Paramount, and EchoStar. We also highlight the latest sports news from Disney, DAZN, LALIGA, Fox, LFP, and Sky. We detail the...
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38:58
Episode 123: Sports News Roundup From ESPN, Netflix, Max, Prime, DAZN, DIRECTV, Roku, F1 and Akamai's Q4 Earnings
This week, we discuss all the latest sports news, including ESPN and MLB ending their contract early, the excellent looking live stream of the NASCAR Daytona 500 on Max and SURJ's investment in DAZN, rumored to be $1 billion. We also highlight ...
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42:31
Episode 122: Tubi's Super Bowl Stream Recap; Detailing Roku, Fastly, and Harmonc's Q4 Earnings
This week, we review FOX and Tubi's Super Bowl stream, detailing the video quality, latency, playback, viewership numbers and overall event success. We also detail Q4 and full-year earnings from Roku, AMC Networks, Altice, Fastly and Harmonic, ...
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46:12
Episode 121: Comcast and DirecTV Launch $70 Sports Packages, Peacock and Disney Earnings, Parler Buys Select Edgio Assets
This week, we detail the launch of competing $70 sports streaming packages from Comcast’s Xfinity and DirecTV and FOX's plans to launch a DTC streaming service. We also cover the latest earnings from Comcast, Disney and Alphabet, with Disney+ l...
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40:36
Episode 120: Super Bowl and NFL Streaming News from Amazon and FOX; Limelight's Network Goes Dark
This week, we discuss all the latest NFL streaming news, including Amazon's exclusive NFL Wild Card playoff game, which reached an all-time high of 24.6M viewers, details from FOX on their 1080p upscaled 4k HDR stream and their plans to make th...
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28:34
Episode 119: Disney and Fubo Deal; Netflix's WWE Debut; Peacock Viewership Data; CES TV News
This week, I discuss the Disney and Fubo deal, what it means for subscribers and the impact of Venu Sports no longer launching in the market. I detail the deal terms and what's being misreported, separating facts from guesses. I also discuss vi...
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50:22
Episode 118: Special Podcast; Netflix's NFL Christmas Gameday Recap
For this special podcast episode, we review Netflix's streaming of the NFL games on Christmas, detailing some tech details related to the stream quality, latency, player functionality, reported user feedback, and viewership statistics for the U...
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51:32
Episode 117: Vendor Layoffs; YouTube TV Price Increase; WBD Separates Linear from Streaming
This week, we detail the news of more layoffs by streaming vendors and what it means for the industry going into the new year as everyone looks to be more operationally efficient in their spending. We also cover the latest price increase by You...
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42:25
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 nex...
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31:03
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,...
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36:34
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 - che...
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1:02:12
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 Vime...
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1:01:28
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 Go...
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37:45
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 ...
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1:05:10
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 view...
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44:05
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 Ne...
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54:05
Episode 108: IBC News Recap: Edge Compute Video Workflows, Codecs, and AI's Impact on Transcoding
This week, we recap news from IBC about using cloud-based compute services for video workflows, encoding optimization, AV1/codec adoption, live encoding use cases, and AI's potential impact on encoding platforms. We also give updates on the Ven...
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47:39
Episode 107: Analyzing NFL Streaming; Edgio's Bankruptcy Filing; Latest Sports Viewing Metrics
This week, I break down news related to the start of the NFL season, including audience figures from NBC Sports, ESPN, and Amazon, as well as my testing of NFL streaming on Peacock, YouTube TV, Fubo, YouTube TV, Paramount+, Sling TV, and FOX Sp...
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41:50
Episode 106: Disney Shuts Down TV Everywhere Apps; Latest Venu, NBA and WBD Legal News; Netflix Stock Hits Three-Year High
This week, we detail the latest updates surrounding the Paramount and Skydance merger, the Fubo and Venu Sports pretrial conference on September 12 and the NBA asking New York’s Supreme Court to dismiss Warner Bros. Discovery’s matching rights ...
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34:27
Executive Interview: Michelle Noon of PE Firm Clearhaven Partners Discusses Video Infrastructure Software Valuations, Acquisitions and Cash Flow
Michelle Noon, founder and managing partner of private equity firm Clearhaven Partners, joined me for a detailed conversation on the current state of the financing market tied to valuations, interest rates, and balance sheets. Michelle discusse...
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43:06