The Dan Rayburn Podcast

• Episode 155: NBA and NFL Viewship Stats From Thanksgiving Weekend; Netflix Removes Casting; Versant Media Group Finances; Bending Spoons Closes On Vimeo Acquisition

  This week, we detail the viewship stats from Amazon, ESPN, FOX, and Paramount for NBA and NFL games during the Thanksgiving holiday, as well as the changes we saw in Black Friday OTT discounts. We also discuss what we consider a bad decision by Netflix, removing support for casting shows from mobile devices to most TVs and streaming devices, thereby affecting users who stream Netflix in hotel rooms. We also cover NBC News' announcement that it plans to launch a new ad-free paid streaming service, live programming including CFL, PGA TOUR, Formula 1, and FIFA coming to Bell Media’s streaming service Crave, and Fubo's carriage dispute with NBCU.Finally, we do a news roundup of Versant Media Group's financials, and its acquisiton of Free TV Networks, Bending Spoons' acquisition of Vimeo closing, HP and Dell removing hardware decode support for the H.265/HEVC codec in several business and entry-level models, and CW Network calling out Nielsen for "lacking credibility" and being "fundamentally flawed" with regards to their viewership methodology.Podcast produced by Security Halt Media

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• Episode 154: Breaking Down the Netflix and WBD Deal: The Facts, The Numbers, and What We Don’t Know

  For this special podcast episode, we break down the deal numbers behind Netflix's plan to acquire Warner Bros. film and television studios. We focus on the facts rather than on many varying opinions about the deal, most of which are speculation, given the many unknowns. We detail the impact of the proposed agreement on Netflix's balance sheet, highlight the potential regulatory hurdles, and point out what some people are getting wrong about the news. Finally, we call out uncertainties not yet known, including the possible impact on content bundling, pricing, layoffs, and theatrical releases.Podcast produced by Security Halt Media

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• Episode 153: Detailing the Latest Sports Streaming Deals from Paramount, MLB, Apple; Price Increases and Industry Layoffs (with special co-host Eric Black)

  This week, special guest Eric Black and I detail the latest news in sports streaming and price increases. We cover the impact on UK sports fans, with Paramount Skydance having secured the bulk of UEFA Champions League rights in the UK and Ireland, starting in 2027. We also cover MLB's newly announced licensing deals for 2026-2028, which will feature new packages of games on NBC, Peacock, and Netflix, while ESPN is bringing back a smaller selection of games. We detail the new deal terms between MLS and Apple, with the contract ending three years earlier and payment terms altered and NBC Sports' upcoming "EA SPORTS Madden NFL Cast" stream on Peacock for Thanksgiving. We discuss T-Mobile and Xfinity price increases, with T-Mobile announcing it will charge $3 per month for the "On Us" Apple TV perk for all customers who previously received the streaming service for free. Similarly, Xfinity is raising the monthly cost of the Xfinity "StreamSaver" bundle by $3, from $15 to $18. Finally, we do a news roundup across Netflix, Verizon's layoffs, Amazon's CloudFront CDN, and the reported non-binding bids placed for Warner Bros. Discovery. Podcast produced by Security Halt Media

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• Episode 152: Key Details from Disney and Paramount Earnings; MLS Season Pass Ending; New Prime Video Viewership Numbers

  This week, we detail all the numbers you should know from Disney and Paramount's earnings and the comments made by executives during the earnings calls. We discuss the latest subscriber numbers, DTC operating income, ARPU, content spending budgets, Paramount ending free trials and the upcoming Paramount+ price increase. We also debate what Disney's CEO might mean when he said that gen-AI short-form UGC will be available on Disney+ in the future. We also highlight that, starting in 2026, Apple's MLS Season Pass will be discontinued, and that all MLS games will be streamed on the Apple TV service at no additional cost, potentially bringing more exposure to MLS content. We break down Amazon's announcement that Prime Video now reaches 315 million monthly viewers globally, and why we don't know what it means, without any details on the methodology. To wrap up, we cover news related to Netflix, Roku, NBC, and Kaltura's plans to acquire eSelf.ai.Podcast produced by Security Halt Media

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• Episode 151: Earnings Roundup from WBD, Xperi, EchoStar, Altice, Akamai, Fastly; Latest on News from Amazon, ITV, YouTube and Disney

  This week, we detail Amazon's confirmation that it has started blocking sideloaded apps on Fire TVs that it deems are being used for piracy, in an effort to restrict users from accessing pirated content. We also discuss ITV's confirmation that it is in talks with Comcast-owned Sky about a potential acquisition of its broadcast business, valuing the company at £1.6 billion. We review the latest financial numbers and subscriber counts from Q3 earnings reported by WBD (HBO Max), Xperi, EchoStar (Sling TV), Altice, and AMC Networks, and highlight the strong earnings results from Akamai and Fastly.Note: I incorrectly stated 'Hulu+ Live TV' when I meant to say 'YouTube TV', and on a second occasion, I meant to say 'YouTube' instead of 'Amazon'. My apologies for the confusion.Podcast produced by Security Halt Media

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