The Dan Rayburn Podcast

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

July 19, 2026·44 min
Episode Description from the Publisher

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, hav...

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