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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Episode 99: OTT Price Increases; NFL Loses Sunday Ticket Trial; Sports News From FIFA, FOX, Disney, NHL, WBD and ITV
32:31
32:31
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32:31
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 G…
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Special CDN Podcast: The Latest Data on Pricing, Market Size, Tech Trends, DIY, Revenue, and Performance
1:25:06
1:25:06
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1:25:06
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,…
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Episode 98: CTV Ad Buying Issues With SSPs; NFL Dominates All TV Sports Viewership; StackPath Shuts Down Company
43:25
43:25
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43:25
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…
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Episode 97: Latest on the NFL Sunday Ticket Trial, Venu Sports Launch and Content Deals From Netflix, FOX, WBD and NBCU
56:04
56:04
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56:04
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 th…
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Episode 96: The Latest Sports News and Viewership Stats; Price Increases; and Why App Download Metrics are Worthless
29:43
29:43
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29:43
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 th…
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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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38:35
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'…
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Episode 95: Netflix's AVOD Plans, Why FAST Isn't Profitable, Earnings Recaps from Vizio, Brightcove, Akamai, WBD, and EchoStar
56:25
56:25
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56:25
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…
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Episode 94: All The Latest Q1 Data From Disney, Fubo, Vimeo, Amazon, Fastly and Cord Cutting
49:48
49:48
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49:48
This week, we detail all the P&L numbers from the Q1 earnings across OTT platforms and streaming vendors. We highlight that while Disney+ and Hulu had an operating income profit of $47M, the rest of Disney's business didn't fare well, with linear TV operating income slumping 22% and linear network revenue across Disney’s portfolio fell 8% (excludin…
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Executive Interview: Fubo's CEO Gives Business Update on Growth, Earnings and Lawsuit
49:34
49:34
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49:34
Fubo’s Co-Founder and CEO, David Gandler, sits down for an in-depth discussion about their lawsuit filed against Disney, FOX, and WBD, its Q1 earnings numbers, industry challenges around content licensing pricing and bundling and Fubo’s goal to get to profitability in 2025. David defines antitrust, why Fubo believes the JV is anticompetitive and ho…
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Episode 93: Recapping Q1 Subscriber and P&L Numbers From Peacock, Roku and Paramount along With Cord Cutting Numbers From Verizon, Charter and Comcast
47:18
47:18
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47:18
This week, we recap all the Q1 subscriber and P&L numbers you need to know across Peacock, Paramount+ and Roku, breaking down profitability, losses, subscriber additions, ARPU and free cash flow. We cover the latest cord cutting numbers from Verizon, Comcast and Charter, who lost 938,000 pay TV subs in the quarter combined. We also discuss some rec…
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Episode 92: Recap of the NAB Streaming Summit; Netflix Earnings; Latest OTT/Sports News
42:00
42:00
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42:00
This week, we did a mini-review of the NAB Show Streaming Summit and some topics we heard discussed around the difficulty in scaling streaming services for low latency and QoE. We also cover Netflix’s Q1 earnings and excellent user growth, adding 9.3 million subs, which was tempered by the news that they will stop reporting quarterly membership num…
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Episode 91: Disney’s Upcoming Password Sharing Crackdown; Latest Sports News from DAZN, Prime Video, NHL, NBA, Formula One and Diamond Sports Group
25:44
25:44
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25:44
This week, we discuss the latest news around Disney, including their plans to crack down on password sharing in June in a "few" countries and markets, with a "full" rollout in September. We detail how complex ESPN’s DTC offering is becoming, with Disney announcing that its new ESPN streaming service will launch in the fall of 2025 and will be offer…
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Episode 90: MLB's Streaming Fan Experience Stinks; Sports News From Fubo, Hulu, Amazon and Peacock; Reported YouTube TV P&L Numbers are Flawed
32:37
32:37
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32:37
Step up to the plate with us this week as we tackle the complex maze of baseball streaming. We cover the latest baseball streaming news with Fubo adding RSNs, Hulu+ Live TV adding the MLB Network, and discuss the terrible fan experience with some MLB teams requiring fans to access five different networks to stream games. We also highlight other spo…
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Episode 89: Latest Sports News; YouTube TV and Peacock Add Multiview Capabilities; NFL Doesn't See Value in Newly Announced Sports JV Service
26:54
26:54
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26:54
This week, we detail WBD's planned international expansion of Max, which will make the OTT service available in 25 countries in Europe and 65 countries and territories worldwide. We also highlight comments made by the NFL's Chief Business Officer regarding the newly announced WBD, FOX and Disney sports JV, which is missing over half of all NFL game…
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Preview: Inside the NAB Show Streaming Summit: AI Innovation, Industry Trends, and Expert Strategies for Career Growth
22:25
22:25
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This special podcast takes you inside the NAB Show Streaming Summit with a preview of all the content, speakers and expert strategies you’ll learn at the event. Hear what the keynote fireside chats will cover with Paramount Global, Prime Video and NBCU. We also give an overview of the new AI Demo Track and break down all the sessions tied to sports…
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Episode 88: Disney's CEO Says They Are Behind Netflix in Terms of Tech; Detailing Fubo and Paramount Full Year Earnings, SeaChange Sold for $30M
34:03
34:03
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34:03
This week, we detail how SeaChange, which once dominated the cable TV operator market and had over $216 million in revenue, will have its assets acquired for $30 million. We break down the numbers you need to know from Fubo's full-year 2023 earnings, ending with 1.61M subscribers and reaffirming their expectation to reach positive cash flow and adj…
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Episode 87: Warner Bros. Discovery’s Full Year 2023 DTC Numbers; Fubo Sues Disney, Fox, and WBD Calling Them a Cartel; Brightcove and Vimeo Q4 Earnings
52:59
52:59
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52:59
This week, we break down all the numbers from Warner Bros. Discovery's full year 2023 earnings, including DTC profitability in 2023, exclusive NBA negotiations, international expansion of Max, and their disciplined approach to investing in subscriber growth, mindful of lifetime value to subscriber acquisition cost ratios. We also highlight why Fubo…
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Episode 86: Infrastructure News and Earnings from Akamai, Fastly, Broadpeak; Roku Earnings and Stock Drop; Super Bowl Streaming Viewership
50:35
50:35
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50:35
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…
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Episode 85: Dissecting Disney's Financials and Sports JV News; YouTube TV's Subs; Comcast, Verizon and FOX Earnings
44:08
44:08
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44:08
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 announ…
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Episode 84: Decoding Q4 Earnings From Apple, Amazon and Alphabet; Lumen Shuts Down CDN; More Industry Layoffs Coming
47:44
47:44
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47:44
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 "…
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Episode 83: Netflix’s Record Q4, Their WWE Deal, Content Focus, Ad Strategy and How They Will Continue to Dominate
41:50
41:50
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41:50
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 expan…
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Episode 82: Diamond Sports Group Still Uncertain Future, Qwilt Deploys Edge CDN in LATAM With Cirion, Apple Vision Pro Use Cases
51:31
51:31
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51:31
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 purc…
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Episode 81: Latest ARPU and Sports Viewership Numbers, Fubo Price Increase, Super Bowl Will Stream in 1080P60 HDR
53:03
53:03
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53:03
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 1080P6…
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Episode 80: The Streaming Economics Driving Layoffs, Debt Restructuring and Cancelled Mergers
48:25
48:25
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48:25
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 …
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Episode 79: Peacock's NFL Gamble; Why Sports Streaming Doesn't Work Financially; A WBD and Paramount Merger Isn't Practical
44:57
44:57
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44:57
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 acquisit…
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Episode 78: Detailing Paramount's Financials; Sky Secures Premier League Rights Over Streamers
43:06
43:06
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43:06
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 …
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Executive Interview: WBD's CTO and CPO Discuss Building Out Max for Live News, Sports, and Enhanced Discovery
39:55
39:55
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39:55
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 …
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Episode 77: Aggregation and Bundling, NFL Black Friday Viewership Numbers, Latest DTC Profitability
36:54
36:54
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36:54
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…
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Executive Interview: Comcast Discusses Ad Measurement Challenges; The Soon-To-Disappear Cookie, and Cohesive, Cross-Media Measurement and Innovation
35:46
35:46
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35:46
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 …
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Episode 76: Special Sports Episode! All The Latest Sports Streaming News, Viewership Stats and Content Deals
40:10
40:10
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40:10
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 bigge…
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Episode 75: ESPN+ and WBD's DTC Turn a Profit; Streaming Vendors Low on Cash; Other Q3 Earnings Data
43:28
43:28
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43:28
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 …
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Episode 74: Key Q3 Earnings Data From Paramount+, Peacock, Fubo, AMC+, Roku, Brightcove; Latest Pay TV Losses and Sports News
43:19
43:19
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43:19
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 Netfli…
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Episode 73: Netflix’s AVOD Business; ESPN’s Balance Sheet; and Lumen Exits the CDN Market
59:00
59:00
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59:00
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 f…
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Executive Interview, Datazoom: The Complex Road Ahead for Ad Measurement Data and Metrics
47:46
47:46
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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…
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Episode 72: Exploring Apple's Formula One Bid; Candle Media's Poor Revenue Forecast; Taylor Swift’s Media Domination
41:53
41:53
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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 …
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Episode 71: No Viewership Transparency Included in The WGA Deal Terms; Court Rules Netflix Infringed on Broadcom's HEVC Patent
32:38
32:38
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32:38
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 th…
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Episode 70: The Impact of The Current Economic Climate on the Streaming Media Industry: Budget Constraints, Longer Sales Cycles and Higher Funding Costs
29:40
29:40
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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 inte…
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Episode 69: NFL Streaming Kickoff: Detailing How YouTube, ESPN, Peacock, Amazon and Xfinity Did With Opening Weekend
34:48
34:48
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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 Xf…
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Episode 68: The Implosion of The Pay TV Market as Blackouts, Increasing Carriage Fees and Cord Cutting Destroy Legacy Business Models
45:47
45:47
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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 fro…
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Executive Interview: Roku Discusses the Latest Advertising Metrics, Formats and Trends Across FAST and AVOD
32:09
32:09
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32:09
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…
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Episode 67: Nielsen's Flawed Comparison of Pay TV to Streaming Services
42:55
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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 t…
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Episode 66: Analyzing Disney's Financials; Max to Add Higher Priced Sports Tier; Sling TV Loses Subs; NFL+ Price Increase
41:38
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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 P…
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Episode 65: Q2 Earnings Recap Numbers for Peacock, Max, Roku, Fubo, Brightcove, Vimeo and Fastly
43:16
43:16
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43:16
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 question…
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Episode 64: Analyzing the Future of Streaming: Netflix’s Crackdown and Disney’s Linear and Streaming Strategy
33:55
33:55
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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 creat…
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Executive Interview: Dr. Fou Details YouTube’s Ad Scandal and the Complexities of Fraud in the Online Video Advertising Market
46:59
46:59
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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…
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Episode 63: FAST is Popular, but Not Profitable; Microsoft to Shut Down Azure Media Services
46:55
46:55
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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…
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Episode 62: YouTube TV's Challenges With Sunday NFL Ticket; Interactive Sports Stats; Netflix's Advertising Plans; and The ISP/Content Debate in Europe
49:12
49:12
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49:12
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 t…
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Episode 61: How Users Are Consuming Long-Form Content on TikTok; OTT Platforms Aggressively Cutting Workflow Costs; Navigating AI Hype in the Video Industry
46:10
46:10
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46:10
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 mo…
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Episode 60: Netflix's Stock Rockets; Telly's Free Dual-Screen TV is Pointless; Detailing Orange's New CDN Offering
37:44
37:44
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This week we discuss the recent increase in Netflix's stock price which hit a 52-week high, all based on "assumptions" in new sign-ups based on four-day’s worth of data from third-party firm Antenna. We also question if YouTube TV is cracking down on password sharing ahead of NFL Sunday Ticket, with more users reporting pop-up messages reminding th…
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Episode 59: Netflix's Password Sharing Chaos; Max Rolls Out; Twitter Spaces Fails for the Ron DeSantis Live Stream
45:44
45:44
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45:44
This week we discuss the Netflix password sharing notifications that have started rolling out in 103 countries and territories and the challenges users are having in understanding how Netflix will enforce the rules and what exactly classifies as a violation. We also detail the roll out of Max, with less than .1% of HBO Max accounts having technical…
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