The Dan Rayburn Podcast

Episode 177: Roku's Hardware Price Increase; Peacock Turns a Profit; Final FIFA World Cup Numbers from YouTube, TikTok, Fox and Telemundo

July 29, 2026·28 min
Episode Description from the Publisher

This week, I detail Comcast's Q2 earnings, which, for the first time in six years, showed Peacock had a positive quarter, with $189 million in EBITDA. This positive news was offset by the loss of 280,000 cable TV subscribers and 167,000 broadband residential customers, with total company revenue down 1.2% YoY. I discuss the news that Roku is raising the MSRP of its streaming sticks and boxes from $10-$50, depending on the model, noting that the largest portion of Roku's overall device unit v...

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