The Dan Rayburn Podcast
Curating all the streaming media industry news of the week that matters most, in 30 minutes. Unvarnished, unscripted and providing you with the data and analysis you need, without any hype. The pulse of the streaming media industry.
- Update frequency
- every 8 days
- Average duration
- 41 minutes
- Episodes
- 157
- Years Active
- 2021 - 2025
Episode 17: Debating The Holy Grail Of The Streaming Industry, OTT Service Aggregation
This week we discuss the holy grail of of the streaming media industry, a single platform to aggregate streaming media services. With new Discover and Universal Watchlist functionality from Plex and…
Episode 16: The MLB and NFL Are Chasing “Streaming” Money, At The Risk of Losing Viewers and Fans
This week we discuss the complex streaming sports licensing business and the challenge sports fans now have in finding and consuming games from MLB and the NFL. With both league's doing exclusive str…
Episode 15: Debating The Impact of Password Sharing and Free Trials; Questioning Who’s Watching AVOD Services; The Financial Impact of Lower Priced Ad-Supported Tiers
This week we debate the real impact that password sharing could have on revenue and ARPU of streaming services. We also try and decipher confusing data from Antenna on the conversion rate from free t…
Episode 14: NAB Show Streaming Summit Preview; Discussing the Future of Conferences and Hybrid Events
This week we preview some of the speakers and content that will be at the NAB Show Streaming Summit, taking place April 25-26 in Las Vegas. Hear what companies like Netflix, HBO Max, Paramount+, Disn…
Episode 13: Breaking Down The Apple TV+ and MLB Deal; Verizon Launches New Aggregation Platform +play, Hulu Makes Unlimited DVR Free
This week we discuss the Apple and MLB deal and debate the importance of sports streaming to the content strategy of Apple TV+ going forward. We also highlight what the deal might mean for other spor…
Episode 11: Interview with Limelight’s CEO Bob Lyons on Their Acquisition of Edgecast, Plans to Rebrand as Edgio and Current State of The CDN Market
For this special edition of my podcast, I sit down with Limelight’s CEO Bob Lyons to discuss the details around their news to acquire Edgecast from Apollo Funds in an all stock deal valued at approxi…
Episode 12: HBO Max Gets Into Live Sports; The Challenges and Opportunities for CTV; Vizio’s AVOD Revenue Growth
This week we highlight HBO Max entering the live sports market with the news that they will broadcast more than twenty Women’s and Men’s National U.S. Soccer matches each year. We also discuss what D…
Episode 10: Sling TV Loses Subs; DAZN Raises $4.3B; Streaming Vendors Project Slowing Year-Over-Year Revenue Growth
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 num…
Episode 9: Confusing Super Bowl Streaming Numbers; Earnings Recap From Roku, Paramount, Fastly, Akamai and Brightcove
This week we breakdown the confusing streaming numbers given out by NBC Sports from the Super Bowl and cover what you need to know about revenue growth, profit/loss, market cap and revenue guidance b…
Episode 8: Disney Earnings Recap; Problems With Vimeo's Business; Brightcove Gets a New CEO
Episode 7: Earnings Recap from Meta, Google, Amazon, Starz; Latest Ad Revenue from YouTube and Amazon; Brightcove and Dolby Make Acquisitions
This week we breakdown earnings from Amazon, Meta and Alphabet including Amazon's disclosure of revenue from its fast-growing advertising business, AWS revenue growth of 40% and Amazon raising their …
Episode 6: New Numbers From Peacock, HBO Max and Latest Pay TV Losses (Earnings Recap Apple, Comcast, AT&T, Verizon)
This week we breakdown Q4 earnings data from Comcast, Verizon, Apple, AT&T and Charter and discuss different pricing and bundling trends of OTT services. We also highlight new subscriber numbers give…
Episode 5: Netflix Earnings and Competitive Pressure; DOJ and FTC’s Potential Impact on Microsoft Acquiring Activision Blizzard
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 …
Episode 4: Netflix's Price Hike; New Churn and Retention Data; Latest Sports Licensing Deals (Sinclair, ViacomCBS)
This week we talk about industry challenges with churn and retention and highlight some of the major problems when it comes to the methodology being used to compare services. We also discuss Netflix'…
Episode 3: Latest HBO Max Numbers; Debating the Growth of vMVPDs; Fire TV and Google TV Data from CES
This week we breakdown the latest HBO Max/HB0 subscribers numbers just released by AT&T and question how the industry should define sub growth. While 73.8M sounds like a big number, the service had 6…
Episode 2: Poor Video Advertising Experiences; Growth of AVOD Services; Potential Content Roll-up in 2022 (Starz, AMC, ViacomCBS)
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…
Episode 1: Metrics, Churn and Retention; Unified Video Stacks; Unrealistic Vendor Valuations; Roku and Google Dispute
This week we discuss the problem with Nielsen's reporting and how the industry should define churn and retention; the importance of HBO Max and Disney defaulting to a single video stack; how some ven…