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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.
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- 2 weeks ago43 min
Episode 172: World Cup Preview; Peacock's Vertical Video; NFL Streaming Schedule; Prime Video's Profitability
This week, special guest Eric Black and I discuss the upcoming World Cup, detailing streaming and pay-TV viewership numbers from the 2022 event and what to expect this year. We also discuss the MLS game that used Apple iPhones for video capture, noting that they were used only as camera sensors and image processors. We review the NFL's 2026-2027 schedule, calling out the newly announced exclusive games on Netflix and Peacock and detail Netflix's newly extended media rights deal with the NFL t...
- May 12, 202648 min
Episode 171: Infrastructure News from Akamai, Fastly and Cloudflare's Earnings; Anthropic and OpenAI Cloud Spend; Disney, WBD and Fubo Earnings
This week, we discuss a wild week in infrastructure news, with Akamai, Fastly and Cloudflare reporting earnings, sending all three companies' stock up or down by at least 30%. We detail Cloudflare's announcement that it will lay off over 1,100 employees, Akamai's new $1.8 billion seven-year contract for Cloud Infrastructure Services for AI modeling, and Wall Street's lack of understanding of the CDN business. We highlight reports suggesting that contracts involving Anthropic and OpenAI now a...
- May 4, 202641 min
Episode 170: Q1 Earnings Data from Roku/Peacock/Amazon/Microsoft and AI Capex Spend; YouTube Custom Multiview; Amazon's Fire OS Confusion
This week, we detail the numbers you need to know from Q1 earnings from Roku, which, for the first time, separated out revenue for its advertising and subscription business. We also cover earnings from Comcast, the latest Peacock numbers, cord-cutting at Charter, and the massive capex spend in the quarter from Microsoft, Alphabet and Amazon, with AWS revenue growth at its fastest in 15 quarters. We detail YouTube's Q1 revenue, which was down from the previous quarter and highlight YouTube TV...
- Apr 27, 202654 min
Episode 169: Special NAB Show Recap: Content, Themes, Messaging and Lessons Learned
This week, we recap what we saw and heard at the 2026 NAB Show, covering themes, content, the West Hall exhibit floor and what speakers presented at the Streaming Summit. We highlight some of the topics discussed most, including sports, workflow orchestration, MOQ, scaling live events, multiview, UI/UX, and how AI tech is being implemented into the video stack. I also cover what I want to improve at the Streaming Summit next year, what exhibitors can do to improve their messaging and booth pr...
- Apr 13, 202638 min
Episode 168: NFL and DOJ News Overblown; New Amazon AI Revenue Data; YouTube Raises Premium Pricing; Sling TV/FOX/Fubo/Disney+ News
This week, we detail YouTube's upcoming price increase across all U.S. YouTube Premium plans, Sling TV's new $20 monthly plan that includes ESPN, and FOX's announcement that it will shut down the Fox Sports app for smart TVs and connected devices. We also discuss Fubo's newly released set of long-term financial targets, which projects positive free cash flow by fiscal 2027, and why the news that the DOJ is exploring whether the NFL is engaging in anti-competitive tactics isn't a surprise. Fin...
- Apr 5, 202640 min
Episode 167: Latest Sports Streaming Viewership Numbers; Oracle Layoffs; The Problem With AI Capex Spending
This week, we detail viewership numbers from Netflix, NBC Sports and Peacock for MLB's opening week, highlighting the multiple issues with how the data is collected and presented, leading to impossible comparisons. We also discuss OpenAI's hiring of Indian streaming giant JioStar to lead its Asia-Pacific operations and news that Main Street Sports Group lenders have formally signed paperwork to close the business, after the first round of the NHL playoffs. Finally, we discuss Oracle's recent...
- Mar 29, 202642 min
Episode 166: Netflix's MLB Opening Night Stream and Newly Announced Price Increase; News Recap from OpenAI, YouTube TV, DAZN, Roku, Fubo and NFL
This week, special guest Eric Black and I discuss Netflix's opening-night MLB stream, which received a lot of negative reviews for its production, relentless, intrusive promotions and poor video quality. We also discuss Netflix's price increases across all its packages and the 18.4 million global viewers who watched the live stream of the BTS concert. We also highlight the launch of HBO Max in the UK and Ireland, the launch in 12 new markets in the APAC region, and the news that WBD will hold...
- Mar 23, 202637 min
Episode 165: JioHotstar Hits 72.5M Concurrent; NFL Sunday Ticket for Businesses Goes Streaming Only; New Netflix Data Released
This week, we discuss JioHotstar's recent live stream of the ICC Men's T20 World Cup 2026, which set a global streaming record with a peak of 72.5 million concurrent viewers. We detail some of the tech specs from the event, including the split between mobile and TV viewing and the rebuffer rate. We cover EverPass Media's news that it will be the exclusive commercial option for the NFL Sunday Ticket package this season, with DIRECTV no longer having a license to carry the games. This change ra...
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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