Sponsored by


    Subscribe to Blog Posts

HBO Max: New Apps Coming for Apple TV, Eliminates All Mid-Roll Ads on Select Movies, New Roku App Reduced Crash Rate by 90%

HBO Max says they are in progress on the migration of tvOS to a new platform and the final phase of replacing their connected TV apps will include updates to Amazon Fire TV and Xbox devices and is expected to roll out soon. Updates were also made to the partners who have already migrated to the re-built app including Roku, PlayStation4/5, Android TV + Set Top Boxes (STBs), Samsung Tizen, Xfinity X1, Cox, LG, Vizio and Vodafone/Sagemcom.

The connected TV platforms that have switched over thus far have shown significant performance improvements with a nearly 90% crash rate reduction on Roku (based on 6 months of performance). Android app launch time decreased by nearly 50% and they have seen a 40% average decrease in homepage load time on PlayStation and Roku. The HBO Max app on Apple TV is currently in the process of being replatformed to provide better functionality and an improved tvOS user experience.

HBO Max has also introduced a “Brand Block InFront Ads” experience on HBO Max with Ads, which enables brands to sponsor an up-front ad experience for viewers by eliminating all mid-roll ads on select movies. Consumers can now watch up to 90 seconds of video ads before a movie begins so that it runs in its entirety ad-free, with no interruptions. (I personally like this user-experience a lot)

HBO Max says more than 91 in-market bugs have been resolved in the areas of accessibility, content discovery, clients and platforms, purchase and identity, and the video player experience since the start of the year. Here’s a list of some of those updates:

  • Tizen: Fixed a critical issue with some Tizen models where playback would fail on the first attempt but succeed on the second. Reduced playback failures to nearly 0%.
  • Safari: Added a fallback to a different video encode when the first fails. Reduced playback failures by over 60% and customer service contacts by over 80%.
  • Cursor on Desktop: The cursor is now hidden for users on desktop devices.
  • Chromecast: Extended the “Skip Intro” feature to Chromecast. Users now have the ability to see and act on the skip option from the app while in an active Chromecast viewing session.
  • Android & iOS: Users will now be able to “pinch” to zoom in/out in the player, allowing them to toggle between widescreen/fullscreen views. This will allow users to take advantage of the screen real estate.
  • Roku: Users now have full multi-language playback capabilities and updated player designs.
  • Autoplay Setting: Users can now manage their Autoplay settings under the “Experience” tab in settings, addressing trending customer feedback. (Android TV, Samsung Tizen, Xfinity X1, Cox, LG, Vizio & Vodafone/Sagemcom)
  • The Scrollable Immersive Hero: Banner videos are now scrollable, allowing users to choose between multiple assets, providing them with more control over their browsing experience. (Apple TV, Android TV, PlayStation 4/5, Roku, Samsung Tizen, Xfinity X1, Cox, LG, Vizio and Vodafone/Sagemcom)

Kudos to HBO Max for always being willing to discuss what they are working on to make their user-experience better. Other OTT services should take note and follow their example.

Leaving Frost & Sullivan As Analyst, Open To New Opportunities Around Data and Research

After 15 years as a Principal Analyst at Frost & Sullivan, I will be leaving the company as an employee. Frost has changed coverage areas and will no longer focus on Digital Media. I am still interested in a lot of aspects around market sizing, methodology, data collection etc. and am open to new opportunities. Please contact me if you’d like to discuss ideas.

For vendor briefings, nothing changes. I have always done briefings with vendors at any time, free of charge, and will continue to do so. None of my contact information changes.

I’d like to thank Frost & Sullivan and my boss Mukul Krishna for 15 great years with the company and I wish Frost all the best in their business.

Podcast Episode 17: Debating The Holy Grail Of The Streaming Industry, OTT Service Aggregation

Podcast Episode 17 is live! This week we discuss the holy grail of of the streaming media industry, a single platform to aggregate streaming media services. With new Discover and Universal Watchlist  functionality from Plex and news from Verizon about their +Play platform to centralize subscription services, we debate what might really take place in the market. We also cover some streaming viewership numbers from March Madness, the news of Disney+ getting live content with Dancing With the Stars and breakdown some of the technical limitations of the MLB stream on Apple TV+.

 Thanks to this week’s podcast sponsors, Agora and NPAW.

Correction: The MLB games on Apple TV+ will be free for the “first 12 weeks”, not just the first game like I suggested.

Companies, and services mentioned: Apple TV+, MLB, Disney+, Plex, Verizon, Netflix, Peacock TV, NFL.

PE Firm PSG Acquires Zype, ftrack, iconik, Celtx, Wildmoka, Launches Backlight

Backlight, a new technology company backed by growth equity firm PSG has launched in the market along with the news that it has acquired ftrack, iconik, Celtx, Wildmoka and Zype. PSG led the investment of $200M+ into Backlight for all the acquisitions and future working capital of the companies, but isn’t disclosing how much it paid for any of the vendors. The most well known of the bunch and largest in revenue is Zype, which raised close to $19 million in funding since inception.

Interestingly enough, the team at Backlight isn’t looking at the new company as the next big platform in the market. It’s actually the opposite. The value that they’re bringing to these existing small companies comes from the scale and infrastructure Backlight provides with a holding company strategy. In turn, this creates more opportunity for their new business units to focus on creating the best possible tools and solutions, while removing a lot of the barriers of scale that small companies encounter.

Backlight states that its mission is to serve media, entertainment and video-forward customers with cloud-based solutions that dramatically improve every step of the media content lifecycle. Each of the business units provide customers with different solutions to help them create content experiences.

The Backlight business units are:

  • ftrack is the creator of ftrack Studio, cineSync, and ftrack Review, the Emmy and Academy Award-winning production tracking, interactive media review, and team collaboration platforms for the creative industries. ftrack’s solutions are designed for producers, supervisors, artists, and pipeline developers to collaborate with anyone, anywhere.
  • iconik is a cloud-native, SaaS media management solution that is designed for users to share files from any storage, collaborate on video, and enrich media with AI for high searchability—all with great ease and the ability to scale to serve solo creators or large global teams.
  • Celtx is an all-in-one solution for writing, planning, and managing media production that is used by millions worldwide. Celtx provides pre-production planning software, including scriptwriting, storyboarding, shot-planning and budgeting, to in-house production teams, agencies, film schools and universities, game studios, and media & entertainment companies.
  • Wildmoka is a platform for the creation of live and near-live content in Sports, News and Entertainment. It has won several awards for its AutoReZone technology, which helps broadcasters provide a mobile-first experience. Wildmoka’s cloud-native Digital Media Factory aims to empower broadcasters and rights owners to produce and deliver content from any source, to any destination, in any format, at speed and at scale.
  • Zype provides the infrastructure for digital video with a cloud-based platform to manage and distribute enterprise-grade video across the web, mobile, TV, and social media. Offering both developer-friendly tools such as customizable APIs as well as turnkey solutions for OTT apps and linear/FAST channels, Zype’s SaaS solutions enable video creators or distributors to quickly build, launch and manage superior video products at scale

As we’ve seen, the market rewards growth and scale, and puts a premium on growth at scale. In speaking with Ben Kaplan (LinkedIn), Backlight’s CEO, his goal for these businesses is to put them in the best possible situation where they can focus on products and services and help drive the whole portfolio towards growth at scale. Across all the companies, Backlight has about 300 employees and expects to be 350+ by the end of this year.

Podcast Episode 16: The MLB and NFL Are Chasing “Streaming” Money, At The Risk of Losing Viewers and Fans

Podcast Episode 16 is live! This week we discuss the complex streaming sports licensing business and the challenge sports fans now have in finding and consuming games from MLB and the NFL. With both league’s doing exclusive streaming only deals for distribution, many consumers will now need cable or cable like bundles to get access to all games. With MLB on Apple TV+, Peacock, ESPN, TBS and some RSN services, it’s getting to be a complex mess. The NFL is also getting more complex with Thursday night games now exclusive to Amazon Prime Video and won’t be broadcast anywhere else, even in local markets. We debate what the impact could to the NFL and MLB when it comes to the future of fan viewership and engagement. Thanks to this week’s podcast sponsors, Agora and NPAW.

Companies, and services mentioned: Apple TV+, MLB, NFL, Amazon Prime Video, MLB.TV, Sinclair, Peacock, ESPN, TBS.

Podcast Episode 15: Debating The Impact of Password Sharing and Free Trials; Questioning Who’s Watching AVOD Services; The Financial Impact of Lower Priced Ad-Supported Tiers

Podcast Episode 15 is live! This week we debate the real impact that password sharing could have on revenue and ARPU of streaming services. We also try and decipher confusing data from Antenna on the conversion rate from free trials to paid subscribers. We question who’s watching AVOD services when so much of the content is old and not exclusive to any single platform and discuss what the financial impact could be to OTT services when adding a lower priced ad-supported tier. And we touch on the launch of CNN+ and wonder who the target demographic is for the service when so much news content is now just commentary.

Companies, and services mentioned: Netflix, Antenna, YouTube TV, Pluto TV, Amazon Prime Video, HBO Max, Disney+, CNN+, Roku, Xumo, Tubi, IMDb TV, Vizio, Discovery.

NAB Streaming Summit Presentation: Serving Netflix Video Traffic at 400Gb/s and Beyond

The program and speakers for the Streaming Summit at the NAB Show are now going online and I’m pleased to announce that Andrew Gallatin from Netflix will be presenting a case study on how Netflix does such a great job delivering video at scale. You can expect to see nearly all speakers and sessions online by mid-week. #netflix #nabshow #streamingsummit #streamingmedia

Podcast Episode 14: NAB Show Streaming Summit Preview; Discussing the Future of Conferences and Hybrid Events

Podcast Episode 14 is live! This week we preview some of the speakers and content that will be at the NAB Show Streaming Summit, taking place April 25-26 in Las Vegas. Hear what companies like Netflix, HBO Max, Paramount+, Disney, Fire TV, FOX, MotorTrend, La Liga, DAZN and others will be discussing and some of the main topics that will be covered in the program. We also discuss how industry conferences have changed since the pandemic, the role of hybrid events, what show organizers are doing well and what others need to improve on.

Companies, and services mentioned: Netflix, HBO Max, Paramount+, Disney, DAZN, fuboTV, Oracle, Red Bull Racing, AWS, Salesforce, Korea Content Platform, Adobe, Dolby, Samsung, LG, Demuxed, Roku, Fire TV, Vizio.

Podcast Episode 13: Breaking Down The Apple TV+ and MLB Deal; Verizon Launches New Aggregation Platform +play, Hulu Makes Unlimited DVR Free

Podcast Episode 13 is live! This week we discuss the Apple and MLB deal and debate the importance of sports streaming to the content strategy of Apple TV+ going forward. We also highlight what the deal might mean for other sports streaming companies like Sinclair’s DTC service, which will have go-fenced games from some MLB teams and we talk about the difficulty consumers are having in finding sports content from one league on a single platform. The discussion also breaks down the news by Verizon of a new platform called +play, which will allow consumers to purchase and manage some of their favorite subscriptions across entertainment, audio, gaming, fitness, music, all with a single point of billing.

Companies, and services mentioned: Apple, MLB, Sinclair, Apple TV+, MLB.TV, Netflix, Hulu, Verizon, Roku, Vizio, LG, Samsung, CNN+, Verizon Fios, Disney, NBCU, Peacock TV, YouTube TV, Amazon Prime Video, Antenna, FOX Nation, Sony.

Articles Mentioned

Save The Date! NAB Show Streaming Summit Mixer, Monday April 25th, Open To All

If you are going to the NAB Show, on Monday April 25th we’re having a streaming mixer after the first day of the Streaming Summit, starting at 5pm on the Level 3 Terrace in the West Hall. No RSVPs are needed and all are welcome as long as you have any type of NAB badge. Thanks to our first round of happy hour sponsors including Agora, Amazon Web Services, Firstlight Media, Oracle, Smart AdServer and NTTVC, with more on the way! #streamingsummit

Podcast Episode 12: HBO Max Gets Into Live Sports; The Challenges and Opportunities for CTV; Vizio’s AVOD Revenue Growth

Podcast Episode 12 is live! This week we highlight HBO Max entering the live sports market with the news that they will broadcast more than twenty Women’s and Men’s National U.S. Soccer matches each year. We also discuss what Disney’s new ad-supported subscription for Disney+ might look like, when the option launches in late 2022. We also break down AppLovin’s acquisition of CTV platform Wurl for $430 million, based on projected 2023 revenue of $75 million and the challenges and opportunities for the entire CTV market going forward. 

Companies, and services mentioned: HBO Max, WarnerMedia, Netflix, Turner Sports, Disney+, Paramount+, Netflix, Vizio, Pluto TV, AppLovin, Wurl, Human, fuboTV, Roku, Samsung, LG, NBC Sports.

Articles Mentioned

Limelight To Acquire Edgecast from Apollo Funds For $300M, Rebrand as Edgio

Limelight Networks has announced their plans to acquire Yahoo’s Edgecast from Apollo Funds in an all stock deal valued at approximately $300 million, or 1x Edgecast’s 2021 total revenue of $285 million. (Listen to my podcast here with Limelight’s CEO Bob Lyons on the deal)

Following the approval of the deal, which is expected this summer, the combined companies will rebrand under the new name of Edgio. Limelight is also getting $30 million in cash from Apollo Funds and Apollo Funds has the potential to earn an additional $100 million if Limelight’s stock hits certain targets within a 3-year period. Yahoo will retain a minority stake in the newly combined company.

During Q4 2021 earnings, Limelight projected 11% year-over-year revenue growth in 2022, but now with the combined companies, Limelight has established a long-term strategic target with a revenue growth rate of 20-25% and 60%+ gross margins. In my interview with Limelight’s CEO, he said he expects the integration of both companies to be done by late 2023.

I had been hearing of Apollo Funds shopping Edgecast since last summer, originally asking for a 3-4x sales multiple, which just wasn’t realistic. Verizon originally bought Edgecast for $400M in January of 2014 and at the time, Edgecast had $100M in revenue. It took eight years for Edgecast’s CDN revenue to double, if you strip out the revenue from Uplynk, which Verizon acquired in November of 2013. While other CDN vendors talked to Apollo Funds about Edgecast and looked at the business, there was too big of an overlap in their customer base.

Customers like having a multi-CDN strategy and where a lot of overlapping customer accounts exist, much of the revenue acquired in an acquisition would go away as customers would re-shift their traffic to another CDN. But in Limelight’s case, there is very little overlap with Edgecast’s customers and when you combine the two companies, Limelight’s top 20 customers will go from making up 74% of their revenue, down to 59% of revenue, with no one customer being larger than 12%. Previously, Amazon Prime Video made up 29% of Limelight’s total revenue in 2021.

By combining the two companies, Limelight also gets to expand their product strategy to focus more of their efforts on cloud security services, mostly with DDoS and WAF. All CDNs have followed the blueprint Akamai set forth many, many years ago, when they started diversifying revenue from just CDN services and moved into high-margin product offerings around performance and cloud security. Being less dependent on revenue from CDN services around video streaming, software downloads and small object delivery is crucial to CDNs surviving in the market. On a combined basis, Limelight says their security and applications business will represent approximately $100 million of revenue in 2022 with greater than 70% gross margins.

When the integration between both companies is done, Limelight says they will have a global network capacity of more than 200 Tbps with more than 300 PoPs and expects annual run-rate cost synergies of $50 million including approximately $30-35 million from reduced colocation and internet peering expenses. Once the deal goes through, I’ll have some more blog posts on what Limelight’s product strategy looks like going forward.

If you are a member of Wall Street looking for my thoughts on the deal, please reach out to me or contact one of the expert networks (I no longer work with GLG) to setup a call.

Disclaimer: I have never bought, sold or traded a single share of stock in any CDN and they are also excluded from my managed portfolios.

Podcast Episode 10: Sling TV Loses Subs; DAZN Raises $4.3B; Streaming Vendors Project Slowing Year-Over-Year Revenue Growth

Podcast Episode 10 is live! This week we breakdown the 70,000 subscriber losses from Sling TV in Q4, the injection of $4.3B into DAZN and the upcoming soft launch of Bally Sports RSN streaming service. We also cover the key numbers you need to know from FuboTV, who ended 2021 with 1.13M subs and Discovery, who wrapped up 2021 with 22M D2C subs. We also discuss what’s behind so many streaming vendors slashing revenue growth projections for this year when compared to 2021.

Companies, and services mentioned: DAZN, FuboTV, Sinclair, Bally Sports, BT Sports, DISH, Sling TV, Discovery, HBO Max, Sabio, Vidillion, Haivision, AVIWEST, Kaltura, Brightcove, Fastly, Vimeo, Agora, Limelight Networks, Akamai, Qumu, Hopin.

Podcast Episode 9: Confusing Super Bowl Streaming Numbers, Earnings Recap From Roku, Paramount, Fastly, Akamai and Brightcove

Podcast Episode 9 is live! This week we breakdown the confusing Super Bowl streaming numbers, earnings recap from Roku, Paramount, Fastly, Akamai and Brightcovewww.danrayburnpodcast.com

We also call out Phenix for their bogus ultra-low latency claims around the Super Bowl and the narrative they are pushing with the media claiming “sports streaming is broken”, when it isn’t. Finally, we cover the latest impact to streaming media related stocks which had another bad week, with some seeing big declines in their stock price.

Companies, services and people mentioned: NBC Sports, Peacock TV, Paramount+, AMC Networks, Roku Inc., Akamai Technologies, Fastly, Brightcove, Phenix Real Time Solutions, Chas Mastin, Alex Zambelli, Will Law, Catie Keck.

Q4 Earnings: Key Numbers From Brightcove, Akamai, Fastly, Cloudflare and Vimeo

There’s been a lot of Q4 2021 and full-year 2021 earnings released by vendors over the past two weeks. If you’re in the industry, here’s the key numbers and takeaways you should be aware of. People have lots of “opinions” on companies, but everyone should know the numbers (facts).

  • Brightcove
    – Q4 2021 revenue of $52.6 million, down 2% year-over-year
    – Total 2021 revenue of $211.1 million, up 7% year-over-year
    – GAPP net income for 2021 was $5.4 million, (net loss of $5.8 million in 2020)
    – Revenue guidance for 2022 of $207-$215 million, (at midpoint, 0% growth)
    – Ended Q4 2021 with 3,135 customers, (2,227 premium/total declined from Q3)
    – ARPU of premium customers was $95,360 in Q4 2021
    – ARPU of starter customers was $4,100
    – Has new incoming CEO in March
    – Market cap of $306.95 million
    – Stock: 52-week high $25.26, closed at $7.47 (more details here)
  • Akamai
    – Q4 2021 revenue of $905 million, up 7% year-over-year
    – Total 2021 revenue of $3.461 billion, up 8% year-over-year
    – GAAP net income for 2021 was $652 million, up 17% year-over-year
    – No 2022 revenue estimates given
    – Security Technology Group revenue for 2021 was up 26% year-over-year
    – Edge Technology Group revenue for was flat year-over-year
    – Will acquire IaaS platform provider Linode for $900 million
    – Linode is anticipated to add $100 million in revenue in fiscal 2022
    – Had $2.2 billion in cash and cash equivalents at end of 2021
    – Market cap of $16.3 billion
    – Stock: 52-week high $120.68, closed at $100.33 (more details here)
  • Fastly
    – Q4 2021 revenue of $97.7 million, up 18% year-over-year
    – Total 2021 revenue of $354.3 million, up 22% year-over-year
    – GAAP net loss for 2021 was $222.7 million
    – Revenue guidance for 2022 of $400-$410 million
    – Total customer count of 2,804 in Q4, (445 were enterprise)
    – Hired new CPO and CMO
    – Market cap of $2.2 billion
    – Stock: 52-week high $97.98, closed at $18.70 (more details here)
  • Cloudflare
    – Q4 2021 revenue of $196.3 million, up 54% year-over-year
    – Total 2021 revenue totaled $656.4 million, up 52% year-over-year
    – GAAP net loss for 2021 was $260.3 million
    – Revenue guidance for 2022 of $927-$931 million
    – Had $1.8 billion in cash and cash equivalents at end of 2021
    – Market cap of $31.02 billion
    – Stock: 52-week high $221.64, closed at $95.87 (more details here)
  • Vimeo
    – Q4 2021 revenue of $106 million, up 27% year-over-year
    – Total 2021 revenue of $392M, up 38% year-over-year
    – GAAP operating loss for 2021 was $61 million
    – Revenue guidance for 2022 of 15%-18% year-over-year growth
    – Changes definition of “enterprise” customers
    – CFO departing, CEO going on maternity leave
    – Had $321.9 million in cash and cash equivalents at end of 2021
    – Market cap of $2.09 billion
    – Stock: 52-week high $58, closed at $12.63 (more details here)

The Super Bowl Didn’t Offer Ultra-Low Latency Streaming Because There Was No Business Value

The live stream of the Super Bowl didn’t utilize ultra-low latency streaming because there was no business value in offering it. From what I observed, the live stream of the Super Bowl was 10-35 seconds behind the TV feed, depending on the streaming platform and the device used for viewing. After every Super Bowl, many vendors like to highlight how the stream of the Super Bowl lags the TV feed and that the broadcast network should have implemented ultra-low latency. Why? There has to be a business value in doing it and in the case of the Super Bowl, there isn’t one. This is why the 2022 Super Bowl stream by NBC and previous ones by CBS and FOX didn’t deploy an ultra-low latency streaming workflow.

From a pure ROI standpoint, reducing the latency of the Super Bowl stream would not have allow NBC to deliver more ads or increase the amount of time viewers watched. There is ALWAYS a cost vs. quality tradeoff that takes place with any streaming media service or event. A few years ago, I worked on the Super Bowl as a consultant to one of the broadcasters and the additional cost across their workflow to implement ultra-low latency streaming for the game would have been well over $1 million for the day.

For some applications around betting, real-time interactivity, auctions etc. offering an ultra-low latency stream makes sense. But for the Super Bowl, there isn’t a business reason for doing it. Also, many vendors are quick to say that NBC or whomever should have just “dropped in” their ultra-low latency solution, but we all know it doesn’t work that way. It has to be implemented into the entire workflow from ingestion to delivery, across many different vendors and platforms. It is not as easy to implement, at scale, as some make it out to be. Ultra-low latency serves it’s purpose for certain video applications but the Super Bowl isn’t one of them.

Podcast Episode 8: Disney Earnings Recap, Problems With Vimeo’s Business, Brightcove Gets a New CEO

Podcast Episode 8 is live! This week we breakdown Disney’s earnings, the problems at Vimeo, Brightcove’s appointment of a new CEO and how the media struggles to separate facts from opinions – https://www.danrayburnpodcast.com

This week we breakdown earnings from Disney including the new subscriber numbers and ARPU they announced, while also losing $593 million in their D2C business in Q4 2021.

We also detail earnings at Vimeo along with some major problems in their business and multiple changes they announced regarding their go-to-market strategy. Other news highlighted includes revenue numbers from FOX Corporation, new bundling pricing from fuboTV, Brightcove’s appointment of Marc DeBevoise as their new CEO and the problem many in the media have separating facts versus opinions.

Companies and services mentioned: Disney+, ESPN+, Hulu, Disney Streaming Services, FOX Corporation, Tubi, Vimeo, Brightcove, fuboTV, Needham & Co., Netflix, Allure Security, Discovery, WarnerMedia, Innovid, TVSquared, Roku Inc., Peloton.

Live Updates: Testing Super Bowl Stream Across 30+ Apps/Platforms

I’ve kicked off my testing of the Super Bowl stream across a combination of 30+ devices and platforms. Follow this post for the latest updates below during the game. All streaming boxes and TVs are connected via ethernet with all MacBook’s, iPads and iPhones on Wifi. I’m utilizing a 100Mbps connection up/down from Verizon FiOS and at the bottom of the post is a list of all the devices and streaming platforms being tested. If you experience any Super Bowl streaming issues, you can send them to me via email (dan@danrayburn.com) or on Twitter /danrayburn.

February 15: NBC Sports says the “Average Minute Audience” for the Super Bowl live stream was 6 million across Peacock, NBC Sports Digital platforms, NFL Digital platforms, Rams and Bengals mobile properties, and Yahoo Sports mobile properties. NBC Sports says the 6 million number is “according to the traditional counting of streaming, which is the comparable metric to last year’s 5.7 million”. The delivery rises to 11.2 million AMA viewers, which takes into account “co-viewing from connected devices”.

10:01am – And that’s a wrap. I’ll post streaming numbers from NBC Sports as soon as they put them out.

8:01pm – Not seeing any issues across any platforms or devices right now. Twitter pages/support pages for YouTubeTV, Peacock TV and Sling TV are all quiet.

7:20pm – All streaming apps working well across my iPad and iPhone models, so issues seen on my end, other than the NFL app issue below, which is now working.

7:02pm – Mobile streams are looking good with the Yahoo Sports App but the NFL Mobile App isn’t loading any video for me.

6:46pm – The 4K stream on YouTube TV is looking good across Apple TV, Roku and Amazon Fire TV devices.

6:38pm – Hulu is having issues with WWE right now, don’t know if any impact due to the Super Bowl. Hulu says on Twitter, “Sorry for the continued trouble! Our team is aware of and is investigating this behavior. Although we don’t have an ETA to share at this time, we assure you we’re hard at work to get to the bottom of this. Thanks for your patience in the meantime!”

6:35pm – Kickoff is underway with the stream looking good for me using Peacock TV, Sling TV, YouTube TV and NBC Sports apps along with websites from NFL.com, NBCSports.com. Startup times vary, but most are under 2 seconds.

6:28pm – Some users on Hulu are reporting issues with audio on their local NBC channel. Hulu says they have “received similar reports regarding KSHB and our team is currently investigating this issue.”

Hardware Tested:
– Apple TV (Gen 4/5)
– Fire TV Stick (4K/4k Max/Lite/Cube 1st Gen)
– Xbox One
– Samsung (Q60A/QN90)
– LG (OLED C1/NanoCell 90)
– Vizio (M6)
– Roku (Ultra 4670/Express 4k 3940/Stick+ 3821/Streambar Pro 9101)
– MacBook (Pro 2021/2019, Air 2013)
– Apple iPad/Air/Mini (2020/2018/2015)
– Apple iPhone (various models via 4G/Wifi)

Streaming Platforms Tested:
– Peacock TV
– Hulu + Live TV
– YouTube TV
– Sling TV
– fuboTV
– NBC Sports website
– NBC Sports App
– NFL website
– NFL Mobile App
– Yahoo! Sports App

Podcast Episode 7: Earnings Recap from Meta, Google, Amazon, Starz; Latest Ad Revenue from YouTube and Amazon; Brightcove and Dolby Make Acquisitions

Podcast Episode 7 is live! This week we cover earnings recaps from Meta, Google, Amazon, Starz; Latest Ad Revenue from YouTube and Amazon; Brightcove and Dolby Make Acquisitions – https://www.danrayburnpodcast.com

This week we breakdown all the numbers you NEED to know from Amazon, Meta and Alphabet’s earnings including Amazon’s disclosure of revenue ($9.7 billion) from its fast-growing advertising business, AWS revenue growth of 40% and Amazon raising their Prime membership fee. ($119 to $139 annual)

We also cover Apple’s negative impact on Meta’s business, estimated to be in the order of $10 billion in 2022, and YouTube’s ad revenue of $8.6 billion, up 25%. We also cover Brightcove’s acquisition of audience insight platform Wicket Labs and Dolby’s acquisition of ultra-low-latency video platform Millicast.

Companies and services mentioned: Netflix, Comcast, Peacock TV, Apple TV+, Verizon, Charter, HBO Max, Discovery, Disney+, Spotify, AT&T, Hulu.

Call For Speakers and Sponsorship Details for the NAB Show Streaming Summit Now Open

The call for speakers and sponsorship details for the NAB Show Streaming Summit, taking place IN-PERSON in Las Vegas, April 25/26, are now open and online at www.nabstreamingsummit.com. Please contact me at with any questions (917-523-4562).

I’m placing speakers now for round-table panels, new 30-minute case study presentations and fireside chats. Thanks to current sponsors Oracle, Edgecast, Qwilt, Agora, Dolby Laboratories, Streaming Global, FPT Software, KOCOWA, PDG and more on the way!