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The Dan Rayburn Podcast: Daily Summaries Delivered
by Dan Rayburn
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago47 min
Episode 185: Posts About Netflix's Earnings Are Delusional; Disney's 4K HDR Plans; Peacock Q3 Numbers; More iPhone Duo Streaming Apps
This week, I cover why many articles about Netflix's Q3 earnings are delusional: they use false data, make up quotes executives never said, cite numbers with no source, and use snippets of comments without context. I explain why we shouldn't trust third-party data that doesn't disclose the region and devices measured, has a conflict of interest, or includes no methodology for what it measured. I also discuss the news from Disney's rollout of 4K HDR in the U.S. across Disney+ and ESPN U...
- 2 weeks ago41 min
Episode 184: Netflix's Business Stable, Despite Layoffs; Disney's Super Bowl Streaming Goes International; Apple's New TV 4K Costs $300
This week, we cut through the noise around Netflix's recent layoffs with facts, as many incorrectly claim Netflix's business is "collapsing" and "struggling." We note that, according to Netflix's data, engagement was up 2% in the first half of 2026, not down as many suggest, and that Netflix reconfirmed it remains on track to deliver its full-year financial forecast. We also discuss Netflix's announcement that it secured the rights to the 2030 FIFA World Cup in Spain and Andorra and will stre...
- 3 weeks ago1h 6m
Episode 4: The Sports Streaming Podcast, with Dan Rayburn & Eric Black
This month, Eric Black and Dan Rayburn discuss how the consumer sports streaming experience could be impacted by Skydance now owning all of the sports content under both WBD and Paramount, consisting of NFL, MLB, NHL, March Madness, the Masters, NASCAR, UFC, UEFA, and several major college sports conferences. They also discuss the technical challenges Paramount faces in merging multiple DTC services into a single consumer offering. They also discuss Disney's plans to stream the Super Bowl in...
- Oct 8, 20261h 6m
Episode 183: Skydance's Business Challenges; Live Linear TV Price Increases; The Latest RSN and Sports News
Episode 182: Latest Paramount/WBD News; Encoding for the iPhone Duo Screen; NFL News from Disney, Netflix, NBC; AI Won't Replace People This week, with the Skydance and WBD deal done, we detail some of the business's challenges, including nearly $80 billion in combined debt, uncertainty over who will be impacted by layoffs, and the work required to combine multiple streaming services into one offering. We also cover the latest price increase for Hulu + Live TV, now $100 per month, and news ...
- Sep 21, 202648 min
Episode 182: Latest Paramount/WBD News; Encoding for the iPhone Duo Screen; NFL News from Disney, Netflix, NBC; AI Won't Replace People
This week, I cover the latest in the Paramount/WBD merger, with rumors that Paramount and 12 state attorneys general could reach a deal in the next few days. In other Paramount news, Comcast and Paramount, which owns SkyShowtime, are reviewing strategic options for the business, including shutting down the service. I also question whether content owners will re-encode their video libraries to take advantage of the new iPhone Duo's square-like aspect ratio and resolution similar to QHD...
- Sep 16, 202633 min
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 righ...
- Aug 31, 202640 min
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 mark...
- Aug 25, 202649 min
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 p...
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About 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.
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