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Know What You See with Brian Lowery
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1 Spilling the Tea on Cross Culture Comedy: Jesse Appell’s Journey in China 29:42
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In this episode, comedian and tea enthusiast Jesse Appell of Jesse's Teahouse takes us on a journey from studying Chinese comedy to building an online tea business. He shares how navigating different cultures shaped his perspective on laughter, authenticity, and community. From mastering traditional Chinese cross-talk comedy to reinventing himself after a life-changing move, Jesse and host Brian Lowery discuss adaptation and the unexpected paths that bring meaning to our lives. For more on Jesse, visit jessesteahouse.com and for more on Brian and the podcast go to brianloweryphd.com.…
The Dan Rayburn Podcast
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Contenu fourni par Dan Rayburn. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Dan Rayburn ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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.
…
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134 episodes
Tout marquer comme (non) lu
Manage series 3293405
Contenu fourni par Dan Rayburn. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Dan Rayburn ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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.
…
continue reading
134 episodes
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1 Episode 122: Tubi's Super Bowl Stream Recap; Detailing Roku, Fastly, and Harmonc's Q4 Earnings 46:12
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This week, we review FOX and Tubi's Super Bowl stream, detailing the video quality, latency, playback, viewership numbers and overall event success. We also detail Q4 and full-year earnings from Roku, AMC Networks, Altice, Fastly and Harmonic, which saw mixed results. We highlight the launch of JioHotstar, which resulted in the merger between Hotstar and JioCinema, subscriber numbers from Philo, the Apple TV app launching on Android and the changes taking place at Brightcove due to the acquisition by Bending Spoons. Podcast produced by Security Halt Media…
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1 Episode 121: Comcast and DirecTV Launch $70 Sports Packages, Peacock and Disney Earnings, Parler Buys Select Edgio Assets 40:36
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Aimé40:36![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we detail the launch of competing $70 sports streaming packages from Comcast’s Xfinity and DirecTV and FOX's plans to launch a DTC streaming service. We also cover the latest earnings from Comcast, Disney and Alphabet, with Disney+ losing 700,000 subscribers, Peacock's DTC business losing $436M, and YouTube seeing advertising revenue of $10.4 billion, with growth driven by the 2024 U.S. election. We also discussed the latest cord-cutting numbers from Charter, Comcast, and Verizon, which have lost nearly half a million cord-cutters combined. Finally, we detail Parler's $7.5 million acquisition of select Edgio assets. Podcast produced by Security Halt Media…
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1 Episode 120: Super Bowl and NFL Streaming News from Amazon and FOX; Limelight's Network Goes Dark 28:34
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This week, we discuss all the latest NFL streaming news, including Amazon's exclusive NFL Wild Card playoff game, which reached an all-time high of 24.6M viewers, details from FOX on their 1080p upscaled 4k HDR stream and their plans to make the stream available on Tubi. We also detail the network shutdown of Limelight Networks as part of Edgio's bankruptcy, what it means for the CDN industry, and the thousands of employees who have worked at the company over the past 23 years. Finally, we cover some news about Apple TV+, Altice, and the launch of a new video distribution patent pool by Access Advance. Podcast produced by Security Halt Media…
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1 Episode 119: Disney and Fubo Deal; Netflix's WWE Debut; Peacock Viewership Data; CES TV News 50:22
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This week, I discuss the Disney and Fubo deal, what it means for subscribers and the impact of Venu Sports no longer launching in the market. I detail the deal terms and what's being misreported, separating facts from guesses. I also discuss viewership numbers from Netflix's debut of WWE’s Monday Night Raw, final global viewership numbers for Netflix's NFL games on Christmas and complete NFL season viewership data on Peacock. Finally, I highlight Diamond Sports Group's emergence from Chapter 11 bankruptcy, DAZN's plans to acquire Foxtel, MSG Networks blackout dispute with Altice and TV news from the CES show. Podcast produced by Security Halt Media…
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1 Episode 118: Special Podcast; Netflix's NFL Christmas Gameday Recap 51:32
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For this special podcast episode, we review Netflix's streaming of the NFL games on Christmas, detailing some tech details related to the stream quality, latency, player functionality, reported user feedback, and viewership statistics for the U.S. market. We compare the 27 million peak viewers in the U.S. stat to previous NFL games across broadcast, Prime Video and Peacock and why viewership was down compared to broadcast. We also discuss why Netflix's success on Christmas wasn’t just a big day for the company individually but for the entire industry. Podcast produced by Security Halt Media…
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1 Episode 117: Vendor Layoffs; YouTube TV Price Increase; WBD Separates Linear from Streaming 42:25
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Aimé42:25![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we detail the news of more layoffs by streaming vendors and what it means for the industry going into the new year as everyone looks to be more operationally efficient in their spending. We also cover the latest price increase by YouTube TV, pushing the service to $82.99 a month, FIFA's broadcast deal with DAZN, and Amazon's latest TNF viewership numbers of 18.48 million viewers, making it the most-watched TNF on Prime. Finally, we discuss WBD's plans to create a new corporate structure that separates linear networks from streaming and studios, which is expected to be completed by mid-2025. Podcast produced by Security Halt Media…
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1 Episode 116: Akamai Acquires Contracts From Edgio's Bankruptcy Auction: Roundup Of OTT and Broadcast News 31:03
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Aimé31:03![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we detail Akamai's successful $125 million bid for customer contracts from Edgio's security and content delivery businesses as part of Edgio's bankruptcy auction. We discuss Akamai's projected $89-$111 million in revenue over the next five quarters from the contracts and what the deal means for the broader CDN market. We also debunk some reported comments associated with the news and the impact on Microsoft's Azure CDN. Finally, we discuss news involving the Venu Sports and Fubo dispute, Netflix's commercial distribution agreement with EverPass Media for its NFL games on Christmas and quick highlights of some OTT and broadcast announcements. Podcast produced by Security Halt Media…
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1 Episode 115: The Numbers and Details Behind Bending Spoons Plans to Acquire Brightcove 36:34
36:34
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In regulatory filings, more details have emerged in Bending Spoons plans to acquire Brightcove, including some terms for employees who stay on with the new company, the number of aggregate shares of company common stock tied to RSU awards, the exact number of Brightcove employees, a disclosure of a "material weakness in internal control over financial reporting,” and other company details. In this special podcast episode, we discuss all the numbers and provide insights into what the deal could mean for Brightcove's future. Podcast produced by Security Halt Media…
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1 Episode 114: Unraveling The Misinformation from Netflix's Boxing Event; All the Latest Broadcast, TV and Content News 1:02:12
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This week, we detail all the misinformation after Netflix's live boxing event, the danger of not checking sources, and who you trust for news. We discuss the current state of Netflix's business and how the company is playing the long game - chess over checkers. We also highlight the latest content news from JioCinema, MLB, Sling TV, Disney, Amazon, NBA and Hulu. Finally, we focus on the latest broadcast TV news, which includes Comcast's decision to spin out its NBCU cable assets and DirecTV abandoning its acquisition of Dish assets. Podcast produced by Security Halt Media…
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1 Episode 113: Earnings Recap from Paramount, Tubi, Vizio, Vimeo, Brightcove, Akamai, Fastly, Cloudflare 1:01:28
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Aimé1:01:28![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we detail all the important numbers from Q3 earnings tied to profitability, capex spending, MAUs and subscriber additions tied to streaming services from Paramount, Tubi, AMC Networks and Vizio, along with infrastructure players Vimeo, Brightcove, Akamai, Fastly and Cloudflare. We also discuss the latest content news from UFC, The Tennis Channel, Netflix, Sky and FOX and highlight CDN Medianova's round of funding. Finally, we break down the impact of the Fed's interest rates on your job and your employers' ability to borrow capital and expand their workforce, invest in R&D and launch new products and services versus not being able to afford interest payments and doing layoffs. Podcast produced by Security Halt Media…
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1 Episode 112: Q3 Earnings Recap: Roku, Fubo, Comcast, Amazon, Alphabet, Sky, Harmonic, Verizon, Charter, Microsoft and Meta 37:45
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Aimé37:45![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, I recap all the streaming subscriber and pay TV numbers from Q3 earnings and profit and loss financials from Roku, Fubo, Peacock, YouTube, Sky, Verizon and others. I also highlight cloud services revenue from Amazon, Microsoft and Google, with AWS hitting a record $100 billion in revenue for the past 12 months. I discuss why Instagram lowers video quality for unpopular videos and disagree with their statement that people interact with videos based on their content, not their quality. I detail the report that Disney's exclusive NFL game on ESPN+ peaked at only 1.8M viewers and Roku's decision to stop reporting quarterly updates on streaming households and, by extension, ARPU, beginning with Roku's Q1 2025 earnings results. - Peacock added 3M subscribers, but 𝗹𝗼𝘀𝘁 $𝟰𝟯𝟲𝗠 - Fubo's Sports FAST channel 𝗿𝗲𝗮𝗰𝗵𝗲𝗱 𝗽𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 in Q3 - Verizon, Comcast and Charter 𝗹𝗼𝘀𝘁 𝟳𝟮𝟳,𝟬𝟬𝟬 𝗽𝗮𝘆 𝗧𝗩 subs in Q3 - AWS hit $𝟭𝟬𝟬𝗕 𝗶𝗻 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 for the past 12 months - As Amazon builds out for AI, it 𝘀𝗽𝗲𝗻𝘁 $𝟮𝟮.𝟲𝗕 𝗶𝗻 𝗰𝗮𝗽𝗲𝘅, up 81% YoY - The average Roku household streams 𝟰.𝟭 𝗵𝗼𝘂𝗿𝘀 𝗽𝗲𝗿 𝗱𝗮𝘆 - Since 2020, Meta's Reality Labs unit has an operating 𝗹𝗼𝘀𝘀 𝗼𝗳 $𝟱𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 - 𝟯𝟱% 𝗼𝗳 𝘁𝗶𝗺𝗲 spent on YouTube watching the Olympics was on TV screens - Sky UK had an 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗹𝗼𝘀𝘀 𝗼𝗳 £𝟮𝟮𝟰𝗠, nearly doubling its 2022 loss of £111M - Samsung says it has 𝟴𝟴𝗠 𝗠𝗔𝗨𝘀 for its Samsung TV Plus FAST service - Fubo had a 𝗻𝗲𝘁 𝗹𝗼𝘀𝘀 𝗼𝗳 $𝟱𝟰.𝟳𝗠 in Q3, up from a net loss of $25.8M in Q2 Podcast produced by Security Halt Media…
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1 Episode 111: Exploring Netflix's Q3 Success; The Latest Sports and RSN News, and The Impact of AI on Podcasts 1:05:10
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This week, we discuss the key takeaways from Netflix's earnings tied to its upcoming first-party ad tech platform, subscriber gains in the quarter, and its latest reported engagement metric of two hours a day per paid membership. We also cover the latest news from the messy world of RSNs, including the new report that Peacock will begin offering NBC-owned RSNs in early 2025 and the terrible launch of the Gotham Sports App by YES Network and MSG Networks. In basketball news, we detail the new player features coming to the NBA League Pass for the 2024-25 season that will allow users to watch up to four games simultaneously with multiview, and we highlight WNBA Playoffs viewership stats from ESPN. Finally, we discuss how using AI to generate a podcast equals poor results since it is not authentic, won’t resonate with listeners and doesn't build a relationship with the audience. Podcast produced by Security Halt Media…
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1 Episode 110: DirecTV's FAST Service; Apple TV+ Coming To Amazon Prime Channels; JW Player and Connatix Merger 44:05
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Aimé44:05![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we discuss DirecTV’s plan to launch a FAST platform and how it might benefit its brand even as it joins a crowded market of FAST services. We also highlight why it’s smart for Apple to make Apple TV+ content available to as many viewers as possible via its deal with Prime Video, which will go live as a Prime Video channel later this month. We provide some of the new details released by ESPN's president about their ESPN app due to launch in 2025, which will offer multiview, sports betting capabilities, fantasy data, advanced stats, and ticketing and merchandise. Finally, we discuss the merger of JW Player and Connatix, which shared no details on the deal, making it unclear what the short or long-term value might be for the combined entity. Thanks to this week's podcast sponsor: Integrated Digital Solutions Podcast produced by Security Halt Media…
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1 Episode 109: EchoStar and DirecTV Deal; Paramount Drops Nielsen; Netflix and Prime Video's Ad Business 54:05
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Aimé54:05![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we discuss what could happen to DTC services Sling TV and DIRECTV STREAM if the planned deal for EchoStar to sell Dish to DirecTV gets approved. We also highlight the news that Skydance is in talks with the NFL to purchase the NFL Network and the latest on Diamond Sports Group's decision to release all but one of its MLB contracts in the hopes of getting approval for its bankruptcy reorganization plan. We detail Paramount Global’s decision to drop Nielsen as its main viewer measurement currency in certain instances, with Paramount saying that in some cases, Nielsen's fees already exceed the total advertising revenue of the network being measured. We detail the misconceptions about Netflix and Amazon’s advertising businesses and discuss why Prime Video is expected to add more ad inventory to Prime Video while not changing its plans to have meaningfully fewer ads than linear TV and other streaming TV providers. Finally, we give out some numbers tied to the news that Comcast will deploy Qwilt’s open caching platform inside its network at hundreds of locations over the rollout, with the first locations going live in the next 1-2 months. Thanks to this week's podcast sponsor: Integrated Digital Solutions Podcast produced by Security Halt Media…
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1 Episode 108: IBC News Recap: Edge Compute Video Workflows, Codecs, and AI's Impact on Transcoding 47:39
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This week, we recap news from IBC about using cloud-based compute services for video workflows, encoding optimization, AV1/codec adoption, live encoding use cases, and AI's potential impact on encoding platforms. We also give updates on the Venu/Fubo lawsuit, price increases for NBA League Pass, the upgraded Roku Ultra device, Google rebranding their FAST channels, and some viewership numbers from Peacock. Finally, we discuss some interesting statements from Netflix regarding their ad tier, the NFL games on Christmas and how they view one-off sporting events versus full seasons. Companies mentioned include Akamai, Amagi, AOM, ATEME, AWS, Bitmovin, Brightcove, CDN77, Disney+ Hotstar, Dolby, Edgio, Harmonic, iSIZE, Neilsen, Netflix, NETINT, NVIDIA, THEO Technologies, Visionular, WaveOne, YouTube. Thanks to this week's podcast sponsor: Integrated Digital Solutions Podcast produced by Security Halt Media…
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1 Episode 107: Analyzing NFL Streaming; Edgio's Bankruptcy Filing; Latest Sports Viewing Metrics 41:50
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Aimé41:50![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, I break down news related to the start of the NFL season, including audience figures from NBC Sports, ESPN, and Amazon, as well as my testing of NFL streaming on Peacock, YouTube TV, Fubo, YouTube TV, Paramount+, Sling TV, and FOX Sports. I also review the most recent information regarding the Venu Sports injunction appeal expedited hearing, for which the opening brief is due this week. The specifics of the distribution agreements between Disney and DirecTV, as well as WBD and Charter, are also discussed. In conclusion, I address Edgio's filing for Chapter 11 bankruptcy, how the procedure works, and the potential results for the company and its business lines. I also address several misunderstandings around the filing, what it means overall for the CDN industry and what the outcome could be. Podcast produced by Security Halt Media…
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1 Episode 106: Disney Shuts Down TV Everywhere Apps; Latest Venu, NBA and WBD Legal News; Netflix Stock Hits Three-Year High 34:27
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Aimé34:27![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we detail the latest updates surrounding the Paramount and Skydance merger, the Fubo and Venu Sports pretrial conference on September 12 and the NBA asking New York’s Supreme Court to dismiss Warner Bros. Discovery’s matching rights lawsuit against the league. We highlight the report that Amazon no longer plans to invest $115 million into Bally Sports, Diamond Sports Group agreeing to honor its legacy TV agreements with most of its NBA and NHL partners and Disney's decision to close all its TV Everywhere apps later this month. Finally, we break out the new multiview options for NFL Sunday Ticket subscribers, Twitch's plans to raise the cost of new Tier 1 and gift subscriptions and why Netflix’s stock price hit a three-year high in August. Podcast produced by Security Halt Media…
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1 Executive Interview: Michelle Noon of PE Firm Clearhaven Partners Discusses Video Infrastructure Software Valuations, Acquisitions and Cash Flow 43:06
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Aimé43:06![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
Michelle Noon, founder and managing partner of private equity firm Clearhaven Partners, joined me for a detailed conversation on the current state of the financing market tied to valuations, interest rates, and balance sheets. Michelle discusses how operators and investors balance growth versus profitability, the importance of recurring revenue with high predictability, the true cost of debt and how the market is now rewarding companies for generating cash flow. Michelle discusses how management teams are now being forced to focus on managing their capital structures at the potential expense of business operations and how this can impact focus and business results. Finally, Michelle lays out a perspective on valuation multiples based on various business factors, touches on how she sees the investments in AI playing out and explains why Clearhaven invested in SundaySky, Wowza and recently acquired Zixi. Podcast produced by Security Halt Media…
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1 Episode 105: Venu Ruling; Paramount Layoffs; Higher NFL Sunday Ticket Pricing; Disney's New CTO 42:43
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Aimé42:43![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week we discuss the latest temporary injunction against Venu Sports and what it may mean for Disney, FOX, WBD and Fubo. We also cover the latest pricing increase from YouTube’s NFL Sunday Ticket and new Sling TV and Verizon bundling options. We detail the layoffs at Paramount and the closing of Paramount Television Studios and how many in the media continue defining the "success" of streaming services while neglecting their financials. Finally, we highlight some Olympic viewing numbers across NBCU digital platforms and Disney’s new hire for their chief product and technology officer for entertainment and ESPN. Podcast produced by Security Halt Media…
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1 Episode 104: Recapping Q2 Earnings Numbers from WBD, Paramount, Disney, EchoStar, Vizio, Akamai, Fastly, Brightcove and Lionsgate 45:38
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Aimé45:38![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we recap the key points from Q2 earnings involving media companies and vendors, highlighting DTC subscriber additions and losses, profit and loss, cord-cutting, WBD and Paramount writing down the value of their TV businesses, and highlight how media stocks have performed over the past 12 months. We also explain crucial financial terms like GAAP, non-GAAP, EBITDA, OIBDA, and EPS, making it easier to understand how these companies report their finances to Wall Street. On the vendor side, we detail how security and compute revenue now represent 66% of Akamai’s total revenue, Fastly cutting full-year guidance and laying off 11% of the company, Brightcove and Kaltura’s revenue growth being flat and the challenges some vendors are having in growing their media businesses while continuing their efforts to keep costs down. Podcast produced by Security Halt Media…
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1 Episode 103: Key Earnings Data from Roku, Comcast, Fubo and The Latest Content and Sports News 40:10
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Aimé40:10![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we detail the key data and numbers from Roku, Comcast, Charter, Fubo, Vimeo, Harmonic, and Alphabet's Q2 earnings. We also discuss the most recent developments in content news, including Venu's pricing, the NBA agreement that permits Disney to air alternate broadcasts, the $4.7 billion antitrust conviction against the NFL that was overturned, and Diamond Sports' agreement to bring its RSNs back to Comcast's cable TV subscribers. We also detail Netflix’s news that it is seeking to raise $1.8 billion in a new debt offering, Disney’s price increases, Dolby suing Roku, Amazon suing Nokia, Gcore raising $60 million in series A funding, and Dolby acquiring THEO Technologies. Podcast produced by Security Halt Media…
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1 Episode 102: Netflix Earnings Recap; European Football Streaming News; FOX Sports Discloses Streaming Numbers 40:51
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Aimé40:51![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we detail all of the numbers you need to know from Netflix's Q2 earnings and discuss why Netflix's ad business is not struggling like some in the media suggest. We also highlight interesting comments from Netflix about their upcoming live events, their lack of need to bundle with other services and how fast their ad business is growing. We also review all the headlines related to European football, such as the partnership between CBS Sports and Serie A, the acquisition of Ligue 1 by DAZN and beIN, and FIFA's Club World Cup rights auction. We also dissect the data from FOX Sports, which released information on streaming viewership for the UEFA EURO 2024 Finals independently of pay TV for the first time. Lastly, we showcase the newest streaming services and packages from Verizon, Optimum, and MAX. Podcast produced by Security Halt Media…
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1 Episode 101: The Latest Pay TV and Streaming Viewership Figures, The Unknowns of the Skydance Media and Paramount Global Merger, and NBA Licensing Insights 42:46
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Aimé42:46![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we discuss the reports that the NBA has concluded agreements totaling $76 billion that would keep ABC/ESPN as the home of the NBA Finals for 11 seasons while adding NBC and Amazon Prime Video as new partners. But the completed contract must still be sent to TNT Sports, giving WBD five days to match Amazon's offer. We also point out a number of the unanswered questions surrounding the merger of Skydance Media and Paramount Global, such as the NFL's ability to renegotiate its contract with CBS at its discretion under the new ownership. We also detail the new streaming service from Hallmark+ and EverPass Media news that will offer NFL ‘Sunday Ticket’ streaming in bars, restaurants and other businesses. Finally, we give a rundown of the witness list DOJ published by the DOJ for its upcoming antitrust trial against Google late last week and give out some of the latest pay TV and streaming viewership numbers from ITV, ESPN, FOX Sports, and CBS. Podcast produced by Security Halt Media…
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1 Episode 100: OTT Price Increases; NFL Loses Sunday Ticket Trial; Sports News From FIFA, FOX, Disney, NHL, WBD and ITV 32:31
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Aimé32:31![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we highlight all the sports news related to FIFA, FOX, Disney, NHL, WBD and ITV. We also delve into the NFL's ongoing legal battle over its Sunday Ticket trial, emphasizing the significance of the league's decision to appeal the ruling, which could potentially extend the case until 2026. We break down the latest rumors around Paramount Global and discuss their new Paramount+ pricing, which kicks in on August 20th. We also detail the latest pay TV and streaming viewership numbers from Game 7 of the Stanley Cup Finals (7.7 million viewers, peaking at 10.3 million), England’s match with Slovenia on ITV and ITVX (9.2 million viewers), and CNN's presidential debate (8.7 million on pay TV, 2.3 million concurrent streaming). Finally, we discuss Twelve Labs raising $50 million in series A funding in June after raising $17 million through seed rounds. I also highlight what impressed me from my day-long visit with Tata Consultancy Services Media & Entertainment Business Unit and the scale of the projects they are involved in, especially around data, advertising and AI. Podcast produced by Security Halt Media…
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1 Special CDN Podcast: The Latest Data on Pricing, Market Size, Tech Trends, DIY, Revenue, and Performance 1:25:06
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Aimé1:25:06![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
See 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, providing 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, Cloudflare, CDN77, Edgio and Fastly, are broken out, along with where the numbers come from. Other CDNs discussed include Comcast Technology Solutions, Google Cloud Media CDN, Netskrt, Orange, Qwilt, Tata and others. I discuss the potential impact of market consolidation, Netflix streaming NFL games on Christmas, and the trend that will continue with customers looking to save on delivery costs. I also highlight bad data and red flags within reports in the market so you know what to avoid and data to stay away from. I mentioned many numbers in the podcast, nearly all from public sources, and I believe I got them right. But if I misspoke, I welcome any corrections. If you have any questions, please put them in the comments section or contact me anytime. (dan@danrayburn.com) My thanks to the nearly twenty CDN vendors, customers, sports leagues, OTT platforms, carriers and DIY content owners I spoke to in the week before the podcast. The podcast transcript provided by my podcasting platform has many mistakes, so I will work on editing it and posting a transcript when I can. Podcast produced by Security Halt Media…
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1 Episode 99: CTV Ad Buying Issues With SSPs; NFL Dominates All TV Sports Viewership; StackPath Shuts Down Company 43:25
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Aimé43:25![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we discuss ad tech and how some SSPs are packaging CTV inventory into curated, omnichannel deals, resulting in CTV inventory being attached to less desirable content. While SSP auctions allow buyers to tailor bids to media quality, buyers could bid highly on packages with only some premium inventory. We also detail the report that Disney has been striking deals that call for significant rollbacks in CPM rates, discounting them by as much as 10-15%. With Amazon Prime Video’s recent decision to make its basic streaming service ad-supported and Netflix offering ads, there is a significant increase in digital ad inventory available, driving down pricing. We also show that nothing comes close to the TV viewership of NFL games compared to sports viewership numbers from the NHL, MLB, WNBA, NBA, Formula 1, U.S. Open, Indy 500, UFL and Premier League. We break out the average TV viewership numbers for NFL games across all broadcast channels for the 2022-2023 season and what will change this year when both NFL Christmas games will be on Netflix, resulting in what we expect to be the largest live-streaming event ever in the US. Finally, we talk about the history of StackPath and its announcement it has shut down the company and will liquidate its assets. Podcast produced by Security Halt Media…
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1 Episode 98: Latest on the NFL Sunday Ticket Trial, Venu Sports Launch and Content Deals From Netflix, FOX, WBD and NBCU 56:04
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Aimé56:04![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we recap details from the ongoing Sunday Ticket trial, including the news that the NFL rejected ESPN's proposed reduced price of $70 for the entire 2023 season for Sunday Ticket, along with single-team packages. Trial evidence also showed that Fox considered Sunday Ticket an "existential threat" to its business, asking the NFL in 2021 that Sunday Ticket not be allowed to grow more than 20% of subscriptions beyond its current level. We also discuss the contents of a second letter from House Representatives to Disney, Fox, and WBD about Venu Sports' business, deeming Venu Sports' response to their first inquiry "insufficient" on collusion, privacy, and pricing concerns. In addition, we highlight Private Equity firm Clearhaven Partners' acquisition of IP video transport vendor Zixi and CTV-focused DSP Madhive's acquisition of omnichannel marketing platform Frequence. Finally, we break down all the latest content licensing deals from Netflix, WBD, Showmax, INDYCAR, Rogers, Warner Bros. Discovery and the new advertising network from Google TV. Podcast produced by Security Halt Media…
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1 Episode 97: The Latest Sports News and Viewership Stats; Price Increases; and Why App Download Metrics are Worthless 29:43
29:43
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Aimé29:43![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we recap details from the ongoing Sunday Ticket trial, including the news that the NFL rejected ESPN's proposed reduced price of $70 for the entire 2023 season for Sunday Ticket, along with single-team packages. Trial evidence also showed that Fox considered Sunday Ticket an "existential threat" to its business, asking the NFL in 2021 that Sunday Ticket not be allowed to grow more than 20% of subscriptions beyond its current level. We also discuss the contents of a second letter from House Representatives to Disney, Fox, and WBD about Venu Sports' business, deeming Venu Sports' response to their first inquiry "insufficient" on collusion, privacy, and pricing concerns. In addition, we highlight Private Equity firm Clearhaven Partners' acquisition of IP video transport vendor Zixi and CTV-focused DSP Madhive's acquisition of omnichannel marketing platform Frequence. Finally, we break down all the latest content licensing deals from Netflix, WBD, Showmax, INDYCAR, Rogers, Warner Bros. Discovery and the new advertising network from Google TV. Podcast produced by Security Halt Media…
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1 Episode 96: "Special Sports Episode"; The Impact on the Netflix and NFL Deal, Venue Sports Expected Offering and the Frustration Fan Experience 38:35
38:35
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Aimé38:35![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
With all the recent sports streaming news, co-host Mark Donnigan and I did a special “Sports Streaming Podcast Episode” this week. We discuss the upcoming Venu Sports offering (Disney/WBD/FOX sports JV) and the limitations we expect the service to have when it launches. We weigh in on some of the tech behind the scenes and consider whether a 'beta' label could soften the blow for fans expecting a fully polished service from day one. We also cover Netflix’s deal with the NFL, including its importance as the first global licensing deal with no blackout restrictions and how the agreement is structured. Finally, we highlight the NFL's 2024 fragmented distribution strategy across broadcast and streaming, which is great for the NFL's revenue but terrible for fans. (Correction: I say on the podcast the games will be on seven broadcast networks and platforms, but it's ten or eleven, depending on if you separate ESPN from ABC and add in YouTube TV.) Also briefly discussed are Roku's deal with MLB for Sunday morning baseball games, Sky Sports+ launching this August, and how, months later, Max's Bleacher Report (B/R) Sports Add package is still free for users. Podcast produced by Security Halt Media…
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1 Episode 95: Netflix's AVOD Plans, Why FAST Isn't Profitable, Earnings Recaps from Vizio, Brightcove, Akamai, WBD, and EchoStar 56:25
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Aimé56:25![icon](https://imagehost.player.fm/icons/general/red-pin.svg)
This week, we discuss some of Netflix's latest data on its ad-supported business, including usage, monthly active users and the news that it will launch an ad tech platform to control its ad buying, placement, and targeting. We also cover news from YouTube's Brandcast, announcing that viewers watch more than 1 billion hours of content on TV screens daily. We discuss why FOX's CEO said 90% of viewing time on Tubi comes from VOD content, not their FAST channels and why I think FAST won't be profitable for all but the major content owners. We break out the nearly 2 million live linear TV losses in Q1 across pay TV and vMVPDs and how consumers continue to move from a deep linear channel lineup to specific live content. Finally, we discuss why Nielsen's new Media Distributor Gauge is flawed in viewership data when Nielsen compares companies, like The Walt Disney Company, to single streaming services, like Prime Video. We also quickly recap earnings from Vizio, Brightcove, Akamai, WBD, and EchoStar and highlight a new patent lawsuit filed against Google regarding caching and content delivery methods dating back to Sandpiper Networks. Podcast produced by Security Halt Media…
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