The Dan Rayburn Podcast

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 Par

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 fr

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 cove

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

Episode 179: Recapping Earnings from Paramount, WBD, Fubo, Roku, Fox, EchoStar; News from Disney, Netflix, Apple and NFL

This week, we cover the Q2 earnings numbers you need to know from WBD, Roku, Paramount Skydance, Fubo and EchoStar, including net profit and subscribers. We discuss the l

Episode 178: YouTube's Peacock Deal; Gotham Sports App Shutting Down; Infrastructure Earnings from Amazon and Microsoft

This week, discuss the news that eligible YouTube Premium subscribers in the U.S. will gain access to ad-supported Peacock Premium in 2027 at no additional charge and deb

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

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

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

This week, I discuss Netflix's earnings, the new numbers it disclosed regarding live streaming, confirmation that engagement didn't decline, double-digit revenu

Episode 175: Comcast to Split Business; ITV Sells to Sky; Meta Planning Cloud Business

This week, I discuss Comcast's plans to split its media and technology businesses, spinning off NBCUniversal and Sky into a separate publicly traded company. I quest

Episode 2: The Sports Streaming Podcast, with Dan Rayburn & Eric Black

This month, Eric Black and Dan Rayburn discuss World Cup viewership, breaking down the numbers between linear and streaming and the problems posed by the lack of a standa

Episode 174: TF1 Channels Go Live on Netflix in France; Meta Enables AV1 Across RTC Apps; Apple TV Hardware Now Costs $199

This week, we discuss the launch of TF1 Groupe programs and live TV channels on Netflix in France, the first such deal for Netflix. We detail the available content and ex

Episode 173: Fox and Roku Deal Facts and Numbers; World Cup Viewership Stats; Numbers From Bending Spoons IPO Filing; Latest Codec News

This week, we separate facts from opinions on the news that Fox Corporation has agreed to acquire Roku. We break down all the numbers, the impact on Tubi and The Roku Cha

Episode 1: The Sports Streaming Podcast, with Dan Rayburn & Eric Black

Sports 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.

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 ye

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

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 busine

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 the speakers at the Streaming Summit. We highli

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

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

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 many negative reviews for its production, relentless, intrusive