Analysts, Research & Metrics

01/05/2024 01:25 PM

Episode 79: Peacock’s NFL Gamble; Why Sports Streaming Doesn’t Work Financially; A WBD and Paramount Merger Isn’t Practical
12/14/2023 03:19 PM

Breaking Down Paramount’s Finances: Not Going Bankrupt but Balance Sheet Could be Better
12/07/2023 07:41 PM

Netflix and Comcast in Discussions for Renewal of 2004 Interconnection Deal
11/22/2023 11:56 AM

Video Interview: Streaming Industry Faces Challenges Despite Positive Q3 Earnings
11/15/2023 11:56 AM

Podcast: Streaming Reality Vs. Fantasy With Dan Rayburn
11/12/2023 07:26 PM

Talking About the “Growth” of Fast, Without Business Metrics and Data to Review, is Pointless
11/09/2023 01:29 PM

CDN77 Discloses 2023 Revenue of $140M-$150M With 30% Year-Over-Year Growth
11/04/2023 02:04 PM

Bitmovin Discloses Revenue in the “Twenties Million” Range and Growing to the 30s in 2024
11/03/2023 12:13 PM

Harmonic Doing a Strategic Review of Their Video Business but Doesn’t Need to Sell
10/31/2023 02:24 PM

Episode 73: Netflix’s AVOD Business; ESPN’s Balance Sheet; and Lumen Exits the CDN Market
10/16/2023 02:34 PM

A List of the Largest Live Streaming Events in History and How They Are Measured
10/06/2023 02:56 PM

Episode 71: No Viewership Transparency Included in The WGA Deal Terms; Court Rules Netflix Infringed on Broadcom’s HEVC Patent
10/05/2023 01:07 PM

Budget Constraints, Longer Sales Cycles, and Higher Funding Costs Are Not Going Away
09/26/2023 02:41 PM

Episode 69: NFL Streaming Kickoff: Detailing How YouTube, ESPN, Peacock, Amazon and Xfinity Did With Opening Weekend
09/16/2023 04:35 PM

Amazon Says TNF Averaged 16.6M Viewers Across “All Media Platforms”, but Doesn’t Provide Any Transparency
09/11/2023 09:44 PM

Executive Interview: Roku Discusses the Latest Advertising Metrics, Formats and Trends Across FAST and AVOD
09/09/2023 03:25 PM

Disney’s Projected Numbers for Disney+ Subscribers and DTC Profitability are in Jeopardy
08/16/2023 07:21 PM

Nielsen’s Data Comparing Cable TV Viewing to Streaming is Flawed and Misleading
08/10/2023 10:42 PM

Some History of Microsoft’s NetShow Theater Server, from 1994, Originally Code-Named Tiger
08/01/2023 09:18 AM

Executive Interview: Dr. Fou Details YouTube’s Ad Scandal and the Complexities of Fraud in the Online Video Advertising Market
07/28/2023 05:38 PM

The Hollywood Strike All Comes Down to Metrics, Methodology and Transparency
07/08/2023 11:49 AM

Episode 62: YouTube TV’s Challenges With Sunday NFL Ticket; Interactive Sports Stats; Netflix’s Advertising Plans; and The ISP/Content Debate in Europe
06/23/2023 05:23 PM

Episode 61: How Users Are Consuming Long-Form Content on TikTok; OTT Platforms Aggressively Cutting Workflow Costs; Navigating AI Hype in the Video Industry
06/13/2023 12:11 PM

Episode 60: Netflix’s Stock Rockets; Telly’s Free Dual-Screen TV is Pointless; Detailing Orange’s New CDN Offering
06/05/2023 10:40 AM

Episode 59: Netflix’s Password Sharing Chaos; Max Rolls Out; Twitter Spaces Fails for the Ron DeSantis Live Stream
05/22/2023 04:41 PM

Episode 58: YouTube TV, Apple TV and Netflix Suffer Live Streaming Outages; Disney’s Earnings Numbers; Netflix’s AVOD News
05/18/2023 12:47 PM

YouTube TV, Apple TV and Netflix Suffer Live Streaming Outages due to the Complexity of the Streaming Video Stack
05/17/2023 10:47 AM

Episode 57: Q1 Earnings Recap: Brightcove’s Layoffs; Vimeo’s CEO Bonus; Latest Cord Cutting Numbers; Resumes and Job Hunting In Today’s Market
05/01/2023 01:54 PM

Episode 56: NAB Show Highlights, Earning Numbers from Roku, Netflix, Comcast and Amazon
02/12/2023 04:38 PM

Netflix’s New Account Sharing Rules Are a Mess With Confusing, Incomplete and Conflicting Information