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.
The Dan Rayburn Podcast
Episode 129: Netflix's Q1 Earnings; Latest Sports News; Funding and Acquisition Deals
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Dan Rayburn
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 Netflix says owning the tech stack is foundational to its long-term ads strategy. We also mention Netflix's comments about video podcasts and why it doesn't see YouTube as a competitor, saying Netflix is a "better service for a certain class of creators and certain types of storytelling." Finally, we cover the latest sports news from the NFL, Formula 1, MLB, and ESPN, and funding and acquisition news from FloSports, Hydrolix, Touchstream, and Simply TV.
Podcast produced by Security Halt Media