Show cover of The Dan Rayburn Podcast

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.

Tracks

Episode 86: Infrastructure News and Earnings from Akamai, Fastly, Broadpeak; Roku Earnings and Stock Drop; Super Bowl Streaming Viewership
This week, we cover infrastructure news and Q4 and full-year earnings from Akamai, Fastly, and Broadpeak, highlighting overall CDN industry revenue growth, pricing trends, and Akamai's continued dominance of the content delivery market. We also discuss the Super Bowl stream on Paramount+, my 8.5 million AMA viewership number, and reported news that Amazon secured an exclusive NFL playoff game for Prime Video in 2025. We detail why Roku's stock is getting hammered, even with the company beating all of the street's expectations in their Q4 earning results with revenue up 14% year-over-year, active accounts growing 14% year-over-year to 80 million, and their achievement of positive adjusted EBITDA and free cash flow for the full year 2023, ahead of schedule. Finally, the plot thickens as we examine the Disney, Fox, and WBD streaming partnership, the DOJ's potential scrutiny, and predictions of how giants like the NFL might play their hand next.Podcast produced by Security Halt Media
50:35 2/18/24
Episode 85: Dissecting Disney's Financials and Sports JV News; YouTube TV's Subs; Comcast, Verizon and FOX Earnings
This week, we discuss the key numbers from Disney's latest earnings, including subs, ARPU and D2C profitability projections. We detail what the ESPN brand could look like with their comments that they will bring its ESPN DTC app to the market in the fall or late August of 2025, including integrated fantasy betting. We debate what their newly announced plans to offer a joint sports streaming service with Fox and Warner Bros. Discovery means for the streaming and pay TV industry and why they made a $1.5 billion investment in Epic Games. Finally, we break down all the cord-cutting numbers from Comcast, Charter, and Verizon, highlight YouTube TV's subscriber count of 8 million and discuss MLB's goal of introducing a DTC streaming package that would include, at a minimum, roughly half of the teams, by 2025. Podcast produced by Security Halt Media
44:08 2/11/24
Episode 84: Decoding Q4 Earnings From Apple, Amazon and Alphabet; Lumen Shuts Down CDN; More Industry Layoffs Coming
This week, we discuss the key takeaways from Q4 earnings across OTT platforms and streaming vendors, including Apple seeing a "huge opportunity" with AI, YouTube's ad revenue growth of 15% and AWS closing out 2023 with $90.8 billion in cloud revenue. We discuss new numbers released by Amazon, which spent $18.9 billion on content in 2023, of which "approximately $7 billion" was spent on Amazon originals and live sports.  We also highlight the latest pay TV losses from Charter, nearly 1 million Xumo Stream Box's deployed, Plex's new round of funding, and Harmonic's update on the strategic review process of their video business. As Lumen officially shuts down its CDN and sells off some assets, we detail the history of its CDN business and its contribution to the industry for so many years. Finally, we discuss why 2024 is going to get a lot worse for layoffs across the video industry, streaming, pay TV, vMVPD, broadcasters, and content owners. Podcast produced by Security Halt Media
47:44 2/7/24
Episode 83: Netflix’s Record Q4, Their WWE Deal, Content Focus, Ad Strategy and How They Will Continue to Dominate
The Netflix episode "Woooooo!" This week, we discuss Netflix’s record Q4 earnings, their free cash flow of $6.9 billion for 2023, their growing AVOD business and their off-the-top rope deal with the WWE as they continue to dominate the industry. We discuss how the WWE deal with "scripted entertainment” differs from sports content, how it will expand Netflix’s advertising business, and what it might mean for a more significant content deal with the WWE when Peacock’s domestic WWE Network deal expires in March 2026.We highlight new data from Netflix showing that 40% of all Netflix sign-ups are for their AVOD plan in markets where it is offered and the reason why Netflix plans to retire their Basic plan in some of their ad countries. We debate the growth Netflix could have with AVOD in the short and long term, especially with T-Mobile having just converted Netflix’s users to the ads plan in their "Netflix On Us" bundle.Finally, we discuss what Netflix said about their shift in the mix of content spend, their historical bias to build and not buy content assets, why they are not interested in some of the big linear assets being shopped and the work they are doing to improve ad targeting, relevance and measurement.Podcast produced by Security Halt Media
41:50 1/30/24
Episode 82: Diamond Sports Group Still Uncertain Future, Qwilt Deploys Edge CDN in LATAM With Cirion, Apple Vision Pro Use Cases
This week, we discuss the use cases for Apple Vision Pro and why it will not become the future of video viewing for consumers at scale. We also break down the Diamond Sports Group complex proposed restructuring plan, Amazon's commitment to make a minority investment, and the potential repercussions for Prime Video customers who will be able to purchase DTC access to stream local Diamond channels at a still-to-be-announced price. Finally, we highlight the deal between Qwilt and Cirion Technologies, which will result in Qwilt taking over the former Lumen CDN PoP infrastructure and running their edge cache software and cloud services across what was the Lumen CDN footprint in LATAM.We also mention some executives with new positions, including Walker Jacobs at DAZN, Michal Tsur leaving Kaltura, Stephanie Mitchko at AMC Networks, and Courtney Sanchez at Tubi.Podcast produced by Security Halt Media
51:31 1/23/24
Episode 81: Latest ARPU and Sports Viewership Numbers, Fubo Price Increase, Super Bowl Will Stream in 1080P60 HDR
This week, we break down all the latest sports viewership numbers from ESPN, FOX Sports, CBS Sports, and NBC Sports. We also highlight the new joint venture by YES Network and MSG Networks, the launch of an Innovation Lab by Major League Soccer and details around the Super Bowl stream, which will not stream in 4K on Paramount+ and will be in 1080P60 HDR. We detail the latest APRU numbers across the primary OTT services and why, with all the OTT price increases in 2023 and the recent launch of new AVOD tiers, the ARPU metric is becoming one of the most critical data points Wall Street is closely tracking. We also mention Fubo's $5/month price increase and Sony's latest stat that Crunchyroll has 13 million paid subscribers.Finally, we discuss Netflix's 23 million global monthly active users for their advertising-supported plan and the stat that 85% of Netflix's AVOD subscribers are streaming for more than two hours per day. Podcast produced by Security Halt Media
53:03 1/17/24
Episode 80: The Streaming Economics Driving Layoffs, Debt Restructuring and Cancelled Mergers
This week, we review what's behind all the industry layoffs as companies reset the cost bar on CAPEX and OPEX expenses. With full-year 2023 financials in the book, some companies didn't hit the revenue, efficiency, and cost savings goals they had expected, prompting layoffs to start the year. We also detail how some vendors are restructuring their debt with Fubo, the most recent example, which will pay a higher interest rate in exchange for pushing debt out by three years and getting to profitability faster.We detail the 2023 domestic box office revenue numbers, which topped $9.03 billion, an improvement on the $7.4 billion total ticket sales from 2022 and the great year that IMAX had financially. On the sports front, we discuss the NCAA's nearly billion-dollar handshake with ESPN and Warner Bros. Discovery's plans to continue to give away its B/R Sports Add-On for several more months before they start charging consumers. Finally, we mention some executive changes at VideoAmp, Prime Video, Brightcove and Edgio.  Podcast produced by Security Halt Media
48:25 1/8/24
Episode 79: Peacock's NFL Gamble; Why Sports Streaming Doesn't Work Financially; A WBD and Paramount Merger Isn't Practical
This week, I reviewed Peacock's exclusive NFL game stream with some users having a poor quality video experience and detailed why I think Peacock's strategy failed with their ad-free fourth quarter. I also break down the viewership numbers reported by NBC Sports and highlight how sports is a costly and unproven part of Peacock's subscriber acquisition strategy, with no ability to scale sports content globally.I discuss, with numbers, why the rumors of Warner Bros. Discovery buying Paramount would not make sense from a financial standpoint since the deal would likely be a stock-for-stock deal, with the combined companies having about $60 billion in debt. I also detail how, from a regulatory standpoint, it would involve merging two of the five remaining major movie studios and two major television studios, creating a very high concentration of linear network ownership, including a significant consolidation of major sports rights. Finally, I highlight what changes I would like to see in the streaming media industry in 2024, including better innovation in the pricing and packaging of streaming content and more professionalism from those within the industry.Podcast produced by Security Halt Media
44:57 1/1/24
Episode 78: Detailing Paramount's Financials; Sky Secures Premier League Rights Over Streamers
This week we discuss, how in a blow to Amazon and DAZN, pay TV broadcaster Sky won broadcast rights to show a record number of Premier League matches in a new four-year deal. We also break down Paramount’s balance sheet to refute the reports they are nearing bankruptcy and highlight Peacock’s latest data of 30 million paying subscribers, their $10 ARPU, and their two upcoming exclusive NFL games. We detail Twilio’s announced layoffs and the shutting down of their Programmable Video product, a 17% workforce reduction announced by Spotify, along with Netflix's recent outage and the lack of transparency in their "What We Watched” report. Podcast produced by Security Halt Media
43:06 12/19/23
Executive Interview: WBD's CTO and CPO Discuss Building Out Max for Live News, Sports, and Enhanced Discovery
Avi Saxena, CTO and Tyler Whitworth, CPO at Warner Bros. Discovery, join me for a detailed conversation about the technical video stack at Max. Learn how they approach the user experience when it comes to their apps, latency, adding live sports and news to the platform, device support, 4K, advertising, personalization, and how they measure QoE. We also discuss what’s ahead for the service, the technical challenges in ad delivery, expanding into LATAM, and the skills they are looking for when they hire developers and engineers across the WBD organization.Podcast produced by Security Halt Media
39:55 12/3/23
Episode 77: Aggregation and Bundling, NFL Black Friday Viewership Numbers, Latest DTC Profitability
This week we discuss some of the latest news and rumors around bundling and aggregation of streaming services, the impact that wholesale rates have on DTC profitability, and the lack of data in the market to prove that bundling reduces churn. We also cover the viewership numbers from Prime Video's first NFL Black Friday game, Amazon's new licensing deal with NASCAR, and Charter's recently launched mobile broadband service that limits video streaming quality to 480p.Podcast produced by Security Halt Media
36:54 12/3/23
Executive Interview: Comcast Discusses Ad Measurement Challenges; The Soon-To-Disappear Cookie, and Cohesive, Cross-Media Measurement and Innovation
Larry Allen, VP/GM, of Data and Addressable Enablement at Comcast Advertising joins me for a detailed discussion on how the shift in viewing habits to all screens is making it difficult to provide cohesive cross-media measurement. We discuss the impact of the loss of third-party cookies, the challenges and opportunities that exist with measurement at scale, including with FAST services, and the potential role of AI tech to fill in measurement gaps. Finally, we highlight why the industry needs a clear set of guidelines on how the industry wants to approach measurement across inventory owners and distributors to provide a common language for measurement cross-platforms.Podcast produced by Security Halt Media
35:46 11/29/23
Episode 76: Special Sports Episode! All The Latest Sports Streaming News, Viewership Stats and Content Deals
This week we cover all the latest news in the world of sports streaming tied to Apple, Amazon, ESPN, Disney+ Hotstar, Fubo, Max, Peacock, and YouTube TV. We also discuss content licensing and viewership stats across the NFL, NBA, Formula 1, and MLS. Some highlights include:Apple reported that they had more than a million viewers to watch the biggest MLS games this season and the rumors that Apple is eyeing Formula 1 as its next big sports investmentThe latest in the NBA media negotiations and why the NBA needs to package national TV rights with local-market rightsPeacock's first-ever exclusive live-streaming NFL Playoff game on Saturday, Jan. 13, 2024, and what the viewership might beDisney+ Hotstar news that they hit 59 million concurrent viewers for the World Cup 2023 cricket finals on November 19NBC Sports latest stats on the largest streaming audience ever for a regular-season Sunday NFL game on NBC Sports (1.85M AMA) and their most-streamed college football simulcast (605,000 AMA)Comcast reported that Amazon's TNF games comprise roughly 25% of all Internet traffic on Thursday nights across their networkFox saying it has no intention of taking its premium sports content DTC any time soon, with cable revenues continuing to deliver a lucrative revenue stream for the broadcasterPodcast produced by Security Halt Media
40:10 11/20/23
Episode 75: ESPN+ and WBD's DTC Turn a Profit; Streaming Vendors Low on Cash; Other Q3 Earnings Data
This week, we examine the Q3 financial results of OTT industry heavyweights Disney, Warner Bros. Discovery, DISH, and Vizio, along with streaming providers Akamai, Brightcove, Kaltura, Comscore and Vimeo. We go over some of the most important conclusions, such as Disney+ having 5 million AVOD customers and ESPN+ making $33 million in profit. We go into detail on how WBD paid off an astounding $12 billion in debt this year and anticipates producing at least $5 billion in free cash flow. The company is attempting to position itself as an acquirer, as evidenced by the $111 million in positive EBITDA that their DTC sector generated during the quarter. We conclude with all the P&L data from streaming providers in the industry that you should know, including an examination of CDN77's remarkable revenue growth and the current macroeconomic environment's potential impact on the industry.Podcast produced by Security Halt Media
43:28 11/11/23
Episode 74: Key Q3 Earnings Data From Paramount+, Peacock, Fubo, AMC+, Roku, Brightcove; Latest Pay TV Losses and Sports News
This week we detail the Q3 earnings numbers you need to know tied to Paramount+, Peacock, Fubo, AMC+, Roku and Brightcove including subscriber counts and DTC profit and loss. We also draw attention to the roughly one million new Comcast, Verizon, Charter, and Altice pay TV customers who have cut the cords. We talk about the announcement from Netflix that their ad tier now boasts 15 million monthly active users worldwide; Harmonic's strategic review of their video division; Bitmovin revealing that their revenue for the upcoming year will be in the 30s million; and Nokia suing Amazon and HP for allegedly violating patents related to H.264 and H.265 video decoding.Podcast produced by Security Halt Media
43:19 11/5/23
Episode 73: Netflix’s AVOD Business; ESPN’s Balance Sheet; and Lumen Exits the CDN Market
This week we break down the numbers from Netflix’s Q3 earnings, their content spend for 2024, what their ad business looks like today and the reasons why many are undervaluing Netflix's prospects for AVOD in the coming years. We also talk about YouTube's statement indicating that they most likely won't participate in the upcoming round of bidding for NBA broadcast rights and we highlight ESPN's newly released revenue figures. In conclusion, we discuss Lumen's departure from the CDN sector and the recent patent litigation filed by Sling TV and Dish Network against BritBox.Podcast produced by Security Halt Media
59:00 10/22/23
Executive Interview, Datazoom: The Complex Road Ahead for Ad Measurement Data and Metrics
Diane Strutner, CEO of Datazoom, joins me for a detailed discussion on the current state of advertising data and the complex road ahead as inventory moves to digital and CTV. We discuss the seismic industry shift from siloed to a converged currency models, and the ensuing challenges in valuing digital and streaming ad impressions. Learn the crucial distinctions between accreditation and certification, particularly in relation to how they relate to audience measurement, and the impact on advertisers. The conversation takes a turn towards transparency, or lack thereof, in Nielsen's methodology and their conspicuous absence from new industry initiatives and committees. Diane emphasizes understanding true ROI, and the inherent risks of decision-making without adequate revenue insights, and the lack of data that is behind enormous funding decisions, and  publishing and media & entertainment’s push for profitability.Podcast produced by Security Halt Media
47:46 10/8/23
Episode 72: Exploring Apple's Formula One Bid; Candle Media's Poor Revenue Forecast; Taylor Swift’s Media Domination
This week we discuss the rumors that Apple is weighing an annual bid of $2 billion for Formula 1 racing, with the opportunity to purchase global rights after five years. We also detail how Candle Media's earnings are predicted to be between $140 and $170 million, which is less than the $330 million initial expectation. According to reports, Candle Media spent $900 million for Hello Sunshine and $3 billion for Moonbug Entertainment. Finally, we detail how Taylor Swift has already sold more than $100 million worth of advance tickets at AMC Theatres as she continues her worldwide domination across all forms of media.Podcast produced by Security Halt Media
41:53 10/8/23
Episode 71: No Viewership Transparency Included in The WGA Deal Terms; Court Rules Netflix Infringed on Broadcom's HEVC Patent
This week we detail the language in the new terms announced by the WGA in their deal with the studios (AMPTA) that have come as a result of the writers strike. The new deal provides no real transparency into viewership numbers outside of total hours streamed and only for self-produced high budget streaming programs. We also discuss Amazon's news that starting in early 2024 Prime Video shows and movies will include limited advertisements. Finally, we provide some details on the recent ruling from a German court that Netflix is infringing on Broadcom's video patent related to HEVC.Podcast produced by Security Halt Media
32:38 10/3/23
Episode 70: The Impact of The Current Economic Climate on the Streaming Media Industry: Budget Constraints, Longer Sales Cycles and Higher Funding Costs
This week I break down the economic and financial factors that are directly impacting the growth and restraints in the streaming media industry. Learn why companies are doing more with less, reducing and consolidating their spending on services like storage and delivery, and the market factors that are influencing their decisions. From banking interest rates for new money, tighter budgets, and lengthier sales processes, this new way of doing business is now the new norm.I also cover some recent comments from ESPN’s chairman discussing the importance of linear to US sports broadcasters, the triggers that would make ESPN go DTC faster, and why he says ESPN doesn’t necessarily feel any urgency. His overall takeaway is that professional sports leagues say that they prioritize linear because of the exposure and the reach and yet, the same spots leagues are taking big money from Amazon, Apple, and Google while giving them some games as a streaming exclusive.Also mentioned: Amazon and Nielsen’s Thursday Night Football stats; Warner Bros. Discovery’s new sports tier for Max; and SK Telecom and Netflix’s new partnership that has ended their dispute over network traffic costs.Podcast produced by Security Halt Media
29:40 9/21/23
Episode 69: NFL Streaming Kickoff: Detailing How YouTube, ESPN, Peacock, Amazon and Xfinity Did With Opening Weekend
This week I recap the opening weekend of the NFL season reviewing the streaming services across YouTube (NFL Sunday Ticket), ESPN (Monday Night Football), Amazon, (Thursday Night Football), and Peacock (Sunday Night Football). I document why YouTube came out on top, the problems Amazon and Peacock had, and the complete outages that took place on Xfinity and Shaw.I also discuss the patent suit that Sling TV and DISH Technologies filed against fuboTV alleging infringement on eight patents related to multi-bitrate streaming, with the oldest patent dating back to Move Networks technology. And I briefly cover news from Apple that the new A17 Pro chip will support AV1 video via a dedicated AV1 decoder in the new iPhone 15 Pro and iPhone 15 Pro Max.Podcast produced by Security Halt Media
34:48 9/21/23
Episode 68: The Implosion of The Pay TV Market as Blackouts, Increasing Carriage Fees and Cord Cutting Destroy Legacy Business Models
This week we detail how the current model of licensing broadcast networks to pay TV distributors is completely broken. With a recent blackout on Spectrum due to a licensing dispute with Disney and a current blackout on DISH due to their dispute with Hearst, the methodology of how content is valued needs to change. We discuss what consumers want from streaming services, how they want to aggregate them, the business models that work best, and the ridiculous fragmentation fans have when watching sports-related content. We also highlight the recently announced layoffs from Roku, Nielsen and the new financial numbers that Warner Bros. Discovery, Netflix and others have put out tied to revenue and free cash flow, due to the impact of the SAG-AFTRA and WGA strikes.Podcast produced by Security Halt Media
45:47 9/11/23
Executive Interview: Roku Discusses the Latest Advertising Metrics, Formats and Trends Across FAST and AVOD
Dan Robbins, VP of Ad Marketing and Partner Solutions at Roku joins me for a discussion about the latest challenges and opportunities with advertising across  SVOD and FAST services. We discuss the measurement side of advertising, the powerful role of big data and integrated platforms in delivering accurate and consistent results and what brands are demanding for targeting. Dan also details Roku's vision for TV advertising, new creative ad formats and why Roku decided to build Roku branded TV's with a third-party manufacturer. Learn the complexities of the rapidly evolving advertising market and the multitude of opportunities waiting to be seized.Podcast produced by Security Halt Media
32:09 9/11/23
Episode 67: Nielsen's Flawed Comparison of Pay TV to Streaming Services
This week we expose the flawed comparisons of bundled streaming services to pay TV, with Nielsen improperly comparing linear TV to YouTube, but excluding vMVPD services like Sling TV and Hulu + Live TV in their ratings. We also break down the new NFL Sunday Ticket bundle with Max, new student pricing, and multi-view combinations, and speculate on the future potential for platform customization and interactive features available on mobile and TV.  Wrapping up our discussion, we discuss the potential of streaming services to reach profitability and the possible future where pay TV operators stop making profits from pay TV services.Podcast produced by Security Halt Media
42:55 8/24/23
Episode 66: Analyzing Disney's Financials; Max to Add Higher Priced Sports Tier; Sling TV Loses Subs; NFL+ Price Increase
This week we break down Disney's recent financials and news from their earnings including their DTC revenue and losses; subscriber churn, the announcement of higher pricing for their ad-free tiers, ESPN+ and Hulu + Live TV, as well as their plans to crack down on password sharing next year. We also detail the numbers from other earnings including Paramount’s addition of 700,000 Paramount + subs, Sling TV’s loss of 97,000 subs, and Vizio’s AVOD revenue of $142.3M, which was up 28% from the previous year. Also discussed is the latest sports streaming news across the industry including the report that Warner Bros. Discovery plans to simulcast live MLB playoffs on cable TV and Max streaming in October, as the debut of a new sports tier, called Bleacher Report, and plans to charge users more if they want to watch sports on Max. We also detail the latest from the NFL, which is raising the monthly prices of their NFL+ plans and for the first time will allow NFL Network and NFL RedZone to be viewed on a TV and PC.Finally, we touch on funding news by Visionular, Akamai's impressive Q2 earnings and Everpass Media's distribution deal with NBCUniversal. Podcast produced by Security Halt Media
41:38 8/16/23
Episode 65: Q2 Earnings Recap Numbers for Peacock, Max, Roku, Fubo, Brightcove, Vimeo and Fastly
This week we break down all the important numbers you need to know regarding Q2 earnings from OTT platforms and streaming vendors. Hear about profitability/loss and subscriber gains/losses for Warner Bros. Discovery (Max), Comcast (Peacock), Fubo, Roku, Brightcove, Vimeo, Verizon, Charter, Kaltura, Fastly and Cloudflare. We also pose tough questions about New Relic's valuation following its acquisition and the implications for other vendors in the industry.Podcast produced by Security Halt Media
43:16 8/9/23
Episode 64: Analyzing the Future of Streaming: Netflix’s Crackdown and Disney’s Linear and Streaming Strategy
This week we deliver fresh insights on Netflix's password sharing crackdown, analyzing the effects of the introduction of the ad-supported tier, the adjustment of pricing and plans, and how consumer behavior and engagement metrics are driving their decisions. We also discuss the news around Disney's intention to pull back spending and content creation for the Star Wars and Marvel franchises along with Bob Igor’s comments that linear TV channels like ESPN and ABC “may not be core" to their business. Learn how these industry powerhouses are strategically working to bundle, package, and license content while keeping their audiences engaged.Podcast produced by Security Halt Media
33:55 7/27/23
Executive Interview: Dr. Fou Details YouTube’s Ad Scandal and the Complexities of Fraud in the Online Video Advertising Market
This episode offers a deep dive into the murky waters of ad fraud detailing the allegations against YouTube. Dr. Fou, an expert in ad fraud joins me as we head straight into the eye of the storm, exploring the latest report alleging Google's TrueView ads appear muted and on autoplay on third-party websites. Discover how these misrepresentations are impacting advertisers' trust, why YouTube's reply to the allegations ignored the issues, and what this could mean for YouTube's revenue.We also detail challenges in the overall video advertising industry when it comes to detecting ad fraud, why advertisers don’t have much incentive to fix it, the lack of clear measurement, methodology, and transparency in reporting and the impact of AI on the market. If you're interested in understanding the complexities of ad fraud in the online video advertising market and the challenges and trust issues that plague the industry, or if you're an advertiser wanting to ensure your campaigns are not misrepresented, this is an episode you won't want to miss. Research report and data from Adalytics: https://adalytics.io/blog/invalid-google-video-partner-trueview-adsGoogle's reply to the data: https://blog.google/products/ads-commerce/transparency-and-brand-safety-on-google-video-partners/Podcast produced by Security Halt Media
46:59 7/17/23
Episode 63: FAST is Popular, but Not Profitable; Microsoft to Shut Down Azure Media Services
This week we discuss the topic of FAST and how as an industry, we have almost no details on revenue growth amongst the FAST platforms. With Plex’s recent round of layoffs and too many FAST channels in the market, we make the case that popularity, without profitability, is a problem for FAST operators. We also discuss YouTube TV's business including their outage that took place during the NBA playoffs, their decision to drop SNY and the MLB network, and YouTube's experiments with ad-blockers. Finally, we break down why Microsoft announced it will shut down Azure Media Services in 2024 and exit the video workflow business.Podcast produced by Security Halt Media
46:55 7/10/23
Episode 62: YouTube TV's Challenges With Sunday NFL Ticket; Interactive Sports Stats; Netflix's Advertising Plans; and The ISP/Content Debate in Europe
This week we peel back the layers of NFL Sunday Ticket on YouTube TV dissecting the potential implications and benefits for the streaming media industry. We discuss the criticality of promptly addressing technical glitches before mainstream media taints the image of streaming technology. Learn how YouTube TV's new 'multiview' feature could amp up the NFL Sunday Ticket experience, or just add another layer of complexity.We also scrutinize Netflix's future advertising plans and their proposed creation of a new ad format similar to a half-hour commercial drawn out over days. Also covered is the rollout of YES Network's single-screen interactive stats on connected devices in partnership with Ease Live. Tune in as we delve into the fiery debate taking place in Europe with ISPs suggesting that content providers including Netflix, Apple, and Google should pay ISPs to carry their video traffic. I also call out Sandvine for continuing to publish garbage data on the topic, stating opinions as facts, using high-level marketing terms with no definitions, and using the debate to push the need for companies to pay them to use their platform - a severe conflict of interest.Podcast produced by Security Halt Media
49:12 6/28/23