Shows
The Dan Rayburn PodcastEpisode 1: The Sports Streaming Podcast, with Dan Rayburn & Eric BlackSports streaming is kind of a big deal. So, Eric Black and I have teamed up to record a new monthly podcast breaking down the Business and Technology of Sports Streaming. Giving listeners insight into the latest content deals, viewership numbers, user experiences and technical workflows, without any hype.In episode one, Eric and I talk about the World Cup's streaming quality, latency, piracy, free trials across OTT services and discuss the streaming rollout across FOX, ZEE5, Peacock, and FIFA+ on DAZN. We detail the renewed distribution deal between NBCU and Fubo, Fox’s expanded deal with th...
2026-06-1848 min
The Dan Rayburn PodcastEpisode 167: Latest Sports Streaming Viewership Numbers; Oracle Layoffs; The Problem With AI Capex SpendingThis 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 round of layoffs and break down the balance sheet numbers that led to them, including $58 billion in new debt, net income...
2026-04-0640 min
StreamTime SportsDan Rayburn on the Super Bowl's economics: What broadcasters and advertisers aren’t telling youThe Super Bowl represents the biggest event in sports. Streaming expert Dan Rayburn joins co-hosts Nick Meacham and Chris Stone on this episode of StreamTime Sports to break down the real story behind Super Bowl streaming — the numbers, the myths, and why the industry keeps getting measurement wrong. Key Points:How big is the Super Bowl really from a broadcast and streaming perspective?Can the industry realistically compare streaming vs. TV when methodologies differ across every platform?Why do broadcasters continue using inflated or inconsistent streaming metrics?What are the data points we should be a...
2026-02-0650 minThe Dan Rayburn PodcastSpecial CDN Podcast: The Latest Data on Pricing, Market Size, Tech Trends, DIY, Revenue, and PerformanceSee my blog post at www.cdnmarket.com for a detailed breakdown on market sizing.In this comprehensive podcast update on the CDN market, I separate facts from opinions and provide a detailed analysis of the latest trends. I cover everything from CDN pricing trends, market sizing (about $5.3B in 2023), traffic and revenue growth rates, DIY initiatives (TikTok, Disney, Apple, Netflix), tech trends and demands across 4K, ULL, CMCD, bitrate optimization, multi-CDN, Open Caching deployments, changes in performance testing, to unique delivery challenges in regions like India.Revenue numbers for CDN vendors, including Akamai, AWS, C...
2024-07-011h 25
Investing ExpertsExciting time for streaming sports, but broadcast + pay TV aren't dead - Dan RayburnDan Rayburn says it's an exciting time for streaming sports, but streaming won't replace broadcast or pay TV (0:45) Dearth of data from sports leagues (11:40) Netflix's 'useless' release (21:25) Upcoming NBA and Formula 1 deals (26:00) Disney, ESPN, Apple, Google and Amazon (33:00).Episode transcriptsShow Notes:Streaming Reality Vs. Fantasy With Dan RayburnBreaking Down Paramount's Finances: Not Going Bankrupt But Balance Sheet Could Be BetterNetflix reveals what we watched & for how long with new data setFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking...
2023-12-201h 00The Dan Rayburn PodcastEpisode 77: Aggregation and Bundling, NFL Black Friday Viewership Numbers, Latest DTC ProfitabilityThis week, we discuss some of the latest news and rumors around bundling and aggregation of streaming services, the impact of wholesale rates on DTC profitability, and the lack of market data to prove that bundling reduces churn. We also cover viewership numbers for Prime Video's first NFL Black Friday game, Amazon's new licensing deal with NASCAR, and Charter's recently launched mobile broadband service, which limits video streaming quality to 480p.Podcast produced by Security Halt Media
2023-12-0336 minThe Dan Rayburn PodcastExecutive Interview: Comcast Discusses Ad Measurement Challenges; The Soon-To-Disappear Cookie, and Cohesive, Cross-Media Measurement and InnovationLarry Allen, VP/GM of Data and Addressable Enablement at Comcast Advertising, joins me for a detailed discussion on how the shift in viewing habits to all screens is making it difficult to provide cohesive cross-media measurement. We discuss the impact of the loss of third-party cookies, the challenges and opportunities in measurement at scale, including with FAST services, and the potential role of AI tech to fill measurement gaps. Finally, we highlight why the industry needs a clear set of guidelines on how it wants to approach measurement across inventory owners and distributors to provide a common language for...
2023-11-2935 min
A guy with a scarfEp. 17: Dan Rayburn: Streaming Industry Faces Challenges Despite Positive Q3 EarningsI recently interviewed streaming industry expert Dan Rayburn to get his candid perspectives on the state of the market. From economic headwinds to overhyped capabilities, Rayburn shared insightful and unvarnished takes. Here are the key themes that emerged and why they matter:
Momentary Gains Belie Structural Challenges
Amid the hype around streaming wars, Rayburn urges focusing on long-term sustainability over quarterly fluctuations:
“We’re playing chess, not checkers, and we care about what happens to this industry over a long period. And you can’t really look at what happens in one quarter.”
He notes...
2023-11-2238 minThe Dan Rayburn PodcastEpisode 76: Special Sports Episode! All The Latest Sports Streaming News, Viewership Stats and Content DealsThis week, we cover all the latest news in the world of sports streaming from Apple, Amazon, ESPN, Disney+, Hotstar, Fubo, Max, Peacock, and YouTube TV. We also discuss content licensing and viewership stats across the NFL, NBA, Formula 1, and MLS. Some highlights include:Apple reported that they had more than a million viewers to watch the biggest MLS games this season, and the rumors that Apple is eyeing Formula 1 as its next big sports investmentThe latest in the NBA media negotiations and why the NBA needs to package national TV rights with local-market rightsPeacock's first-ever exclusive live-streaming...
2023-11-2040 minInvesting ExpertsStreaming reality vs fantasy with Dan Rayburn"It takes a really long time for one technology to disrupt another. In many cases, it's not disrupting it, it's a complement to it." Streaming expert Dan Rayburn on fantasy vs. reality of the industry (4:10) Q3 earnings and the importance of defined methodology (8:25) Hitting back on FAST hype (40:00).Show Notes:Why Disney's Projected Numbers For Disney+ Subscribers And DTC Profitability Are In JeopardyParamount jumps as narrower streaming losses drive Q3 beatDisney earnings call: Focusing streaming, paving ESPN's futureThe Dan Rayburn PodcastEpisode transcriptsFor full access to...
2023-11-1455 minThe Dan Rayburn PodcastEpisode 75: ESPN+ and WBD's DTC Turn a Profit; Streaming Vendors Low on Cash; Other Q3 Earnings DataThis week, we examine the Q3 financial results of OTT industry heavyweights Disney, Warner Bros. Discovery, DISH, and Vizio, as well as streaming providers Akamai, Brightcove, Kaltura, Comscore, and Vimeo. We go over some of the most important conclusions, such as Disney+ having 5 million AVOD customers and ESPN+ making $33 million in profit. We go into detail on how WBD paid off an astounding $12 billion in debt this year and anticipates producing at least $5 billion in free cash flow. The company is attempting to position itself as an acquirer, as evidenced by the $111 million in positive EBITDA generated by its...
2023-11-1143 minThe Dan Rayburn PodcastEpisode 74: Key Q3 Earnings Data From Paramount+, Peacock, Fubo, AMC+, Roku, Brightcove; Latest Pay TV Losses and Sports NewsThis week, we detail the Q3 earnings numbers you need to know tied to Paramount+, Peacock, Fubo, AMC+, Roku and Brightcove, including subscriber counts and DTC profit and loss. We also draw attention to the roughly 1 million new pay TV customers from Comcast, Verizon, Charter, and Altice who have cut the cord. We talk about the announcement from Netflix that their ad tier now boasts 15 million monthly active users worldwide; Harmonic's strategic review of their video division; Bitmovin revealing that their revenue for the upcoming year will be in the 30s of millions; and Nokia suing Amazon and HP f...
2023-11-0543 minThe Dan Rayburn PodcastEpisode 73: Netflix’s AVOD Business; ESPN’s Balance Sheet; and Lumen Exits the CDN MarketThis week we break down the numbers from Netflix’s Q3 earnings, their content spend for 2024, what their ad business looks like today and the reasons why many are undervaluing Netflix's prospects for AVOD in the coming years. We also discuss YouTube's statement that it most likely won't participate in the upcoming round of bidding for NBA broadcast rights, and we highlight ESPN's newly released revenue figures. In conclusion, we discuss Lumen's departure from the CDN sector and the recent patent litigation filed by Sling TV and Dish Network against BritBox.Podcast produced by Security Halt Media
2023-10-2259 minThe Dan Rayburn PodcastExecutive Interview, Datazoom: The Complex Road Ahead for Ad Measurement Data and MetricsDiane Strutner, CEO of Datazoom, joins me for a detailed discussion on the current state of advertising data and the complex road ahead as inventory moves to digital and CTV. We discuss the seismic industry shift from siloed to converged currency models and the ensuing challenges in valuing digital and streaming ad impressions. Learn the crucial distinctions between accreditation and certification, particularly in relation to how they relate to audience measurement and the impact on advertisers. The conversation takes a turn towards transparency, or lack thereof, in Nielsen's methodology and their conspicuous absence from new industry initiatives and...
2023-10-0947 minThe Dan Rayburn PodcastEpisode 72: Exploring Apple's Formula One Bid; Candle Media's Poor Revenue Forecast; Taylor Swift’s Media DominationThis week, we discuss rumors that Apple is considering an annual bid of $2 billion for Formula 1, with the option to purchase global rights after five years. We also detail that Candle Media's earnings are expected to be between $140 and $170 million, which is below the initial $330 million expectation. According to reports, Candle Media spent $900 million on Hello Sunshine and $3 billion on Moonbug Entertainment. Finally, we detail how Taylor Swift has already sold more than $100 million worth of advance tickets at AMC Theatres as she continues her worldwide domination across all forms of media.Podcast produced by Security Halt Me...
2023-10-0941 minThe Dan Rayburn PodcastEpisode 71: No Viewership Transparency Included in The WGA Deal Terms; Court Rules Netflix Infringed on Broadcom's HEVC PatentThis week, we detail the language in the new terms announced by the WGA in their deal with the studios (AMPTA) that resulted from the writers' strike. The new deal provides no real transparency into viewership numbers beyond total hours streamed, and only for self-produced, high-budget streaming programs. We also discuss Amazon's news that starting in early 2024, Prime Video shows and movies will include limited advertisements. Finally, we provide details on a recent ruling by a German court that Netflix is infringing Broadcom's HEVC video patent.Podcast produced by Security Halt Media
2023-10-0332 minThe Dan Rayburn PodcastEpisode 70: The Impact of The Current Economic Climate on the Streaming Media Industry: Budget Constraints, Longer Sales Cycles and Higher Funding CostsThis week, I break down the economic and financial factors directly impacting growth and constraints in the streaming media industry. Learn why companies are doing more with less, reducing and consolidating their spending on services like storage and delivery, and the market factors that are influencing their decisions. With rising interest rates on new money, tighter budgets, and longer sales cycles, this new way of doing business is now the norm.I also cover some recent comments from ESPN’s chairman on the importance of linear to US sports broadcasters, the triggers that would prompt ESPN to move...
2023-09-2129 minThe Dan Rayburn PodcastEpisode 69: NFL Streaming Kickoff: Detailing How YouTube, ESPN, Peacock, Amazon and Xfinity Did With Opening WeekendThis week, I recap the opening weekend of the NFL season, reviewing the streaming services across YouTube (NFL Sunday Ticket), ESPN (Monday Night Football), Amazon (Thursday Night Football), and Peacock (Sunday Night Football). I document why YouTube came out on top, the problems Amazon and Peacock faced, and the complete outages on Xfinity and Shaw.I also discuss the patent suit that Sling TV and DISH Technologies filed against fuboTV alleging infringement of eight patents related to multi-bitrate streaming, with the oldest patent dating back to Move Networks technology. And I briefly cover news from Apple that th...
2023-09-2134 minThe Dan Rayburn PodcastEpisode 68: The Implosion of The Pay TV Market as Blackouts, Increasing Carriage Fees and Cord Cutting Destroy Legacy Business ModelsThis week, we detail how the current model of licensing broadcast networks to pay TV distributors is completely broken. With a recent blackout on Spectrum due to a licensing dispute with Disney and a current blackout on DISH due to their dispute with Hearst, the methodology for valuing content needs to change. We discuss what consumers want from streaming services, how they want to aggregate them, which business models work best, and the ridiculous fragmentation fans experience when watching sports-related content. We also highlight the recently announced layoffs at Roku and Nielsen, as well as the new fin...
2023-09-1245 minThe Dan Rayburn PodcastExecutive Interview: Roku Discusses the Latest Advertising Metrics, Formats and Trends Across FAST and AVODDan Robbins, VP of Ad Marketing and Partner Solutions at Roku, joins me for a discussion about the latest challenges and opportunities with advertising across SVOD and FAST services. We discuss the measurement side of advertising, the powerful role of big data and integrated platforms in delivering accurate and consistent results and what brands are demanding for targeting. Dan also details Roku's vision for TV advertising, new creative ad formats and why Roku decided to build Roku-branded TVs with a third-party manufacturer. Learn the complexities of the rapidly evolving advertising market and the multitude of opportunities waiting to be s...
2023-09-1132 minThe Dan Rayburn PodcastEpisode 67: Nielsen's Flawed Comparison of Pay TV to Streaming ServicesThis week, we expose the flawed comparisons of bundled streaming services to pay TV, with Nielsen improperly comparing linear TV to YouTube while excluding vMVPD services like Sling TV and Hulu + Live TV from its ratings. We also break down the new NFL Sunday Ticket bundle with Max, new student pricing, and multi-view combinations, and speculate on the future potential for platform customization and interactive features available on mobile and TV. Wrapping up our discussion, we consider the potential for streaming services to achieve profitability and the possible future in which pay TV operators stop making profits from pay TV...
2023-08-2442 minThe Dan Rayburn PodcastEpisode 66: Analyzing Disney's Financials; Max to Add Higher Priced Sports Tier; Sling TV Loses Subs; NFL+ Price IncreaseThis week, we break down Disney's recent financials and news from their earnings, including their DTC revenue and losses; subscriber churn; the announcement of higher pricing for their ad-free tiers, ESPN+ and Hulu + Live TV; as well as their plans to crack down on password sharing next year. We also detail the numbers from other earnings, including Paramount’s addition of 700,000 Paramount + subs, Sling TV’s loss of 97,000 subs, and Vizio’s AVOD revenue of $142.3M, which was up 28% from the previous year. Also discussed is the latest sports streaming news across the industry, including the report that Wa...
2023-08-1641 minThe Dan Rayburn PodcastEpisode 65: Q2 Earnings Recap Numbers for Peacock, Max, Roku, Fubo, Brightcove, Vimeo and FastlyThis week, we break down all the important numbers you need to know regarding Q2 earnings from OTT platforms and streaming vendors. Hear about profitability/loss and subscriber gains/losses for Warner Bros. Discovery (Max), Comcast (Peacock), Fubo, Roku, Brightcove, Vimeo, Verizon, Charter, Kaltura, Fastly and Cloudflare. We also pose tough questions about New Relic's valuation following its acquisition, as well as the implications for other vendors in the industry.Podcast produced by Security Halt Media
2023-08-0943 minThe Dan Rayburn PodcastEpisode 64: Analyzing the Future of Streaming: Netflix’s Crackdown and Disney’s Linear and Streaming StrategyThis week, we deliver fresh insights on Netflix's password-sharing crackdown, analyzing the effects of introducing the ad-supported tier, adjusting pricing and plans and how consumer behavior and engagement metrics are driving their decisions. We also discuss the news around Disney's intention to pull back spending and content creation for the Star Wars and Marvel franchises, along with Bob Iger’s comments that linear TV channels like ESPN and ABC “may not be core" to their business. Learn how these industry powerhouses are strategically working to bundle, package, and license content while keeping their audiences engaged.Podcast produced by Se...
2023-07-2733 minThe Dan Rayburn PodcastExecutive Interview: Dr. Fou Details YouTube’s Ad Scandal and the Complexities of Fraud in the Online Video Advertising MarketThis episode offers a deep dive into the murky waters of ad fraud, detailing the allegations against YouTube. Dr. Fou, an expert in ad fraud, joins me as we head straight into the eye of the storm, exploring the latest report alleging Google's TrueView ads appear muted and on autoplay on third-party websites. Discover how these misrepresentations are impacting advertisers' trust, why YouTube's reply to the allegations ignored the issues, and what this could mean for YouTube's revenue.We also detail challenges in the overall video advertising industry when it comes to detecting ad fraud, why advertisers...
2023-07-1746 minThe Dan Rayburn PodcastEpisode 63: FAST is Popular, but Not Profitable; Microsoft to Shut Down Azure Media ServicesThis week, we discuss FAST and how, as an industry, we have almost no details on revenue growth across FAST platforms. With Plex’s recent round of layoffs and too many FAST channels in the market, we argue that popularity without profitability is a problem for FAST operators. We also discuss YouTube TV's business, including its outage during the NBA playoffs, its decision to drop SNY and MLB Network, and YouTube's experiments with ad blockers. Finally, we break down why Microsoft announced it will shut down Azure Media Services in 2024 and exit the video workflow business.Podcast produce...
2023-07-1146 minThe Dan Rayburn PodcastEpisode 62: YouTube TV's Challenges With Sunday NFL Ticket; Interactive Sports Stats; Netflix's Advertising Plans; and The ISP/Content Debate in EuropeThis week, we peel back the layers of the NFL Sunday Ticket on YouTube TV, dissecting the potential implications and benefits for the streaming media industry. We discuss the criticality of promptly addressing technical glitches before mainstream media taints the image of streaming technology. Learn how YouTube TV's new 'multiview' feature could amp up the NFL Sunday Ticket experience, or just add another layer of complexity.We also scrutinize Netflix's future advertising plans and its proposed creation of a new ad format, similar to a half-hour commercial stretched out over days. Also covered is the rollout of...
2023-06-2849 minThe Dan Rayburn PodcastEpisode 61: How Users Are Consuming Long-Form Content on TikTok; OTT Platforms Aggressively Cutting Workflow Costs; Navigating AI Hype in the Video IndustryWhat do TikTok's video lengths and user engagement tell us about the future of content consumption? Join us this week as we uncover the surprising data behind this social media giant and its innovative audience. We'll also dive into the growing trend of long-form content, including movies and TV shows, being chopped up into bite-sized pieces for a more interactive and engaging viewing experience.As the demand to achieve profitability with DTC services grows, content owners are slashing millions in infrastructure costs by optimizing their video workflows, especially in encoding, storage and delivery. We discuss how advanced...
2023-06-2046 minThe Dan Rayburn PodcastEpisode 60: Netflix's Stock Rockets; Telly's Free Dual-Screen TV is Pointless; Detailing Orange's New CDN OfferingThis week we discuss the recent increase in Netflix's stock price, which hit a 52-week high, all based on "assumptions" about new sign-ups, drawn from four days’ worth of data from the third-party firm Antenna. We also question whether YouTube TV is cracking down on password sharing ahead of the NFL Sunday Ticket, with more users reporting pop-up messages reminding them to return to their home location. We discuss how Telly, the company that plans to give away a dual-screen TV for free, can deactivate the TV if consumers don't use it as they want them to. Finally, we de...
2023-06-1237 minThe Dan Rayburn PodcastEpisode 59: Netflix's Password Sharing Chaos; Max Rolls Out; Twitter Spaces Fails for the Ron DeSantis Live StreamThis week, we discuss the Netflix password-sharing notifications that have started rolling out in 103 countries and territories, and the challenges users are having understanding how Netflix will enforce the rules and what exactly constitutes a violation. We also detail the rollout of Max, with less than 0.1% of HBO Max accounts experiencing technical issues and highlight new details from YouTube TV regarding NFL Sunday Ticket, including simultaneous stream counts, multiview and video quality. We also break down the laughable comments from Elon Musk and others on Twitter who suggested they "broke the internet" and "melted their servers" due to 600,000 users try...
2023-05-3145 minThe Dan Rayburn PodcastEpisode 58: YouTube TV, Apple TV and Netflix Suffer Live Streaming Outages; Disney's Earnings Numbers; Netflix's AVOD NewsThis week, I discuss the technical issues that YouTube TV, Apple TV and Netflix all had during a live event/stream on their platforms in the past 30 days. I also break down all the key numbers from Disney’s earnings, including the 3.8 million sequential decline of Disney+ Hotstar subs, their comments that the price increase for Disney+ without ads had no meaningful negative impact on churn, and the latest non-news on ESPN going DTC. Also highlighted are comments from FOX’s CEO on why they don’t have a D2C sports offering and Netflix’s announcement that their ad-suppo...
2023-05-1939 minThe Dan Rayburn PodcastEpisode 57: Q1 Earnings Recap: Brightcove’s Layoffs; Vimeo's CEO Bonus; Latest Cord Cutting Numbers; Resumes and Job Hunting In Today’s MarketThis week we highlight the Q1 earnings news from Brightcove (will lay off 10% of company), Vimeo (CEO could get $800,000 bonus), Paramount (+ added 4.1M subs), Comcast (Peacock subs up 2M), Warner Bros. Discovery (expects DTC business to be profitable this year) and the latest cord cutting numbers with over 1M pay TV losses in Q1.We also discuss problems we are seeing with many resumes and LinkedIn pages by those looking for new jobs in the industry. We share feedback on what you should do if you are looking for a new job and how you should set y...
2023-05-0848 minThe Dan Rayburn PodcastEpisode 56: NAB Show Highlights, Earning Numbers from Roku, Netflix, Comcast and AmazonThis week, we highlight some of the news from the NAB Show and detail the technologies and business models we heard discussed most. We also discuss the trends we saw at the show, vendor messaging, specific data shared from speakers and what impressed us. We also cover some numbers you need to know about cord cutting, P&L and ARPU from earnings reports for Roku, Comcast (Peacock), Amazon, Verizon, Meta, Netflix and others. Companies and services mentioned: Roku, Netflix, Amazon, Verizon, Peacock, HBO Max, Comcast, Brightcove, Harmonic, Haivision, Amagi, IMAX, Bitmovin.Podcast produced by Security...
2023-05-0133 minThe Dan Rayburn PodcastEpisode 55: Breaking Down IPL's 16M Concurrent Stream Count; Apple Acquires Wave One and Their AI-Based Video Compression TechThis week, we break down Viacom18's 16 million concurrent streams for the Indian Premier League (IPL) on Jio Cinema, noting that the bitrate was around 1 Mbps, making comparisons to other events difficult. We also discuss potential new DTC streaming strategies that the WWE and UFC could pursue, since their rights deals with ESPN, FOX and NBCUniversal all expire by 2026. We recap some industry news that Apple has acquired Wave One, a startup specializing in AI-based video compression with a method for analyzing video files and learning the best way to compress them. And the news from AMD is a...
2023-04-1040 minThe Dan Rayburn PodcastEpisode 54: YouTube TV Price Increase; Problems at Twitch; Apple TV+ Content Might Come to TheatresThis week, we discuss the recent price increase at YouTube TV, which will now start at $73 a month, which in some cases, is only a few dollars cheaper than cable TV in a triple-play bundle. We also highlight some recent news from Apple including rumors they may be partnering with studios to put more titles in theaters; Paramount+ announcing it will offer mobile-only plans in Brazil and Mexico; a detailed report on the challenges Twitch is facing; and a notice of proposed rulemaking from the FTC it dubs “click to cancel,” requiring companies to make ending a subscription equivalently simp...
2023-03-2938 minThe Dan Rayburn PodcastExecutive Interview: Eric Black Discusses the Latest Business Models and Technical Challenges in The Sports Streaming MarketEric Black, who for more than 20 years was a leader in NBCUniversal’s media technology strategy across a host of digital properties during pivotal moments in the evolution of live streaming, joins me for a discussion about the sports streaming market. We discuss licensing costs, bundling and packaging of sports content, user personalization, the impact of low- and ultra-low-latency streaming, and the focus of his new job as CTO and GM of Media at Edgio.Podcast produced by Security Halt Media
2023-03-2943 minThe Dan Rayburn PodcastEpisode 53: Reviewing Netflix's First Live Streaming Event; Disney's CEO Discusses Pricing, Hulu and DTC GrowthThis week, we review Netflix’s first live event from both video quality and user interface standpoints and discuss what live streaming means for Netflix’s business, since most consumers are not going to regularly tune in to Netflix at a scheduled time. We also highlight many interesting comments from Disney’s CEO on the pricing and bundling of Disney+, how they are "very carefully” studying the streaming business to decide what to do with Hulu, and his thoughts on what growth for Disney’s DTC business looks like going forward. Companies and services mentioned: Netflix, Hulu, Disney+, ESP...
2023-03-1439 min