The Dan Rayburn Podcast

This week we detail the numbers you need to know from the Q4/full-year earnings of Warner Bros. Discovery, Vimeo, fuboTV, Vizio, Brightcove, DISH and Altice. We highlight revenue growth, free cash flow, pay TV subs lost, streaming subs gained and ARPU. We also cover some of the news around sports streaming and OTT services from MSG+, RSN licensing, NFL Sunday Ticket and Indian Premier League cricket.

Companies and services mentioned: Netflix, HBO Max, fuboTV, Warner Bros. Discovery, MSG+, Brightcove, Vimeo, DISH, Altice, YouTube TV, Tubi, Tubular Labs and Chartbeat.
Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

This week we breakdown the 70,000 subscriber losses from Sling TV in Q4, the injection of $4.3B into DAZN and the upcoming soft launch of Bally Sports RSN streaming service. We also cover the key numbers you need to know from FuboTV, who ended 2021 with 1.13M subs and Discovery, who wrapped up 2021 with 22M D2C subs. We also discuss what’s behind so many streaming vendors slashing revenue growth projections for this year when compared to 2021.
Companies and services mentioned: DAZN, FuboTV, Sinclair, Bally Sports, BT Sports, DISH, Sling TV, Discovery, HBO Max, Sabio, Vidillion, Haivision, AVIWEST, Kaltura, Brightcove, Fastly, Vimeo, Agora, Limelight Networks, Akamai, Qumu, Hopin.
Articles Mentioned
- Discovery Q4 2021 Earnings: Gained 2M paying D2C subs, ended 2021 with 22M; Expects merger with Warner Bros. to close in Q2
- DISH Q4 2021 Earnings: Lost 70,000 Sling TV subscribers in Q4 to end 2021 with 2.49M Sling TV subscribers; Total revenue in Q4 of $4.45B, flat y/o/y- FuboTV Full Year 2021 Earnings: Ended 2021 with 1.13M subs; Projects to end 2022 with 1.74M total subs; Total 2021 revenue of $637M, up 144% y/o/y; Net loss of $383M for the year- Sinclair says the DTC “soft launch" of 5 Bally Sports RSNs with MLB teams is expected in Q2 of this year, with full launch and the addition of NBA and NHL teams to take place in Q3 of this year

Questions or feedback? Contact us at [email protected]

Podcast produced by Security Halt Media

This week we discuss how the industry gushes about video advertising growth, without really addressing the problems around personalization, measurement, formats and low CPM rates. We also discuss the growth of AVOD services and question how many can exist when they are offering essentially the same thing — a bundled offering of free networks with a lot of old movies and TV shows and syndicated programming. We also debate which content companies might get acquired in 2022 including Starz, AMC and ViacomCBS.
Companies and services mentioned: Tubi, Pluto TV, Starz, AMC Networks, ViacomCBS, TikTok, Noggin, Comcast, Sony Pictures, MLB.TV, Amazon IMDb TV, Roku, Sinclair Broadcast Group, Samsung TV, LG, Amazon, MGM.
Executives mentioned: Darren Lepke, Stephen Condon, Yueshi Shen, Andy Beach.
Links to articles mentioned:
Video Advertising Experiences Got More Annoying and More Frequent in 2021
https://www.streamingmediablog.com/2021/12/video-ad-experiences.html
Streaming wars drive media groups to spend more than $100bn on new content
https://www.linkedin.com/posts/danrayburn_streaming-wars-drive-media-groups-to-spend-activity-6882089080708972544-c7D1
Ad-Supported Video On Demand Is The TV Disruptor For 2022
https://www.linkedin.com/posts/jeremiahmcmillan_ad-supported-video-on-demand-is-the-tv-disruptor-activity-6881641152739733504--dKA
Questions or feedback? Contact us at [email protected]

Podcast produced by Security Halt Media

This week we breakdown Netflix's Q4 earnings after watching the stock drop over $100 the next day, also causing new 52-week lows for stocks from Disney, Roku and fuboTV. We also discuss the proposed $69 billion acquisition of Activision Blizzard by Microsoft, announced on the same day that the DOJ and FTC discussed plans to update and modernize merger enforcement guidelines, something that could mean more rigorous scrutiny of major tech and media transactions. Other news highlighted includes Limelight Networks earnings, the rumor of DAZN in talks to acquire British channel producer BT Sports for $800 million and fuboTV raising their RSN Fee in New England.
Companies and services mentioned: Netflix, Disney, Roku, fuboTV, Limelight Networks, DAZN, Microsoft, Activision Blizzard, Discovery, WarnerMedia, Amazon, MGM, Vimeo, Peacock TV, Apple, Amazon, NHL.
Executives mentioned: Bryan Walls, Eric Iverson, Eric Black, Lexie Knauer, Lisa Bennett.

Links to articles mentioned:
Netflix Q4 2021 Earnings: Added 8.3M subs; has 222M total subs. Forecasts Q1 2022 paid net adds of 2.5M. Full year revenue of $30B
https://www.linkedin.com/posts/danrayburn_netflix-streamingmedia-activity-6890038907413876737-pHIp
Limelight Q4 2021 Earnings: Revenue of $62.9M, up 14% y/o/y, GAAP net loss of $7.7M; Total 2021 revenue of $217.6M
https://www.linkedin.com/posts/danrayburn_limelight-networks-reports-record-fourth-activity-6890320324928634881-i2b-
Questions or feedback? Contact us at [email protected]

Podcast produced by Security Halt Media

What 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 get to profitability with DTC services grows, content owners are slashing millions in infrastructure costs through optimization of their video workflows, especially around encoding, storage and delivery. We discuss how advanced codecs and content adaptive technologies are enabling reduced bit rates without sacrificing quality. You will also learn about Netflix's multi-year technology and workflow transformation, and the increasing importance of purpose-built silicon in the race for 4K streaming.
Lastly, we tackle the issues of media inaccuracies and AI hype within the industry. From the sensationalized reporting surrounding Disney's CFO's leave of absence to Microsoft's questionable AI claims, we emphasize the importance of accurate information and transparency. Discover the potential impact of AI on the streaming industry and Microsoft's relationship with Open AI – all in this eye-opening episode.
Articles mentioned in the podcast:
TikTok's becoming a TV platform. One pirated clip at a time
https://www-cbc-ca.cdn.ampproject.org/c/s/www.cbc.ca/amp/1.6874102

With Streaming Services Cutting Bitrates to Save Money, Vendors That Bet on 4K for Revenue Growth Have Lost
https://www.streamingmediablog.com/2023/06/cutting-bitrates-4k.html
MSVP: Meta’s first ASIC for video transcoding
https://ai.facebook.com/blog/meta-scalable-video-processor-MSVP/
Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media