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.

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 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.

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!

Podcast Episode 6 is live! This week we discuss new numbers from Peacock, HBO Max and the latest pay TV losses (Earnings Recap from Apple, Comcast, AT&T, Verizon) – https://www.danrayburnpodcast.com

This week we breakdown Q4 earnings data from Comcast, Verizon, Apple, AT&T and Charter and discuss different pricing and bundling trends of OTT services. We also highlight new subscriber numbers given out on Peacock TV and HBO Max as well as the latest number of pay TV losses reported by the cable operators. We also debate the global TAM for streaming media households, estimated by Netflix to be 600-800 million, and question why if that number is accurate, Netflix is having trouble growing faster in low-penetration regions such as Europe and APAC.

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

Podcast Episode 5 is live! This week we discuss Netflix Earnings and Competitive Pressure; DOJ and FTC’s Potential Impact on Microsoft Acquiring Activision Blizzard; Limelight’s Networks Earnings and Increasing Sports Licensing Costs – https://www.danrayburnpodcast.com

This week we breakdown Netflix’s Q4 earnings after watching the stock drop over $100 the next day, also causing new 52-week lows for stocks from Disney, Roku and fuboTV. We also discuss the proposed $69 billion acquisition of Activision Blizzard by Microsoft, announced on the same day that the DOJ and FTC discussed plans to update and modernize merger enforcement guidelines, something that could mean more rigorous scrutiny of major tech and media transactions. Other news highlighted includes Limelight Networks earnings, the rumor of DAZN in talks to acquire British channel producer BT Sports for $800 million and fuboTV raising their RSN Fee in New England.

Companies and services mentioned: Netflix, Disney, Roku, fuboTV, Limelight Networks, DAZN, Microsoft, Activision Blizzard, Discovery, WarnerMedia, Amazon, MGM, Vimeo, Peacock TV, Apple, Amazon, NHL.

Podcast Episode 4 is live! This week Mark Donnigan and I discuss: Netflix’s Price Hike; New Churn and Retention Data; Latest Sports Licensing Deals (Sinclair, ViacomCBS) https://www.danrayburnpodcast.com

We highlight industry challenges with churn and retention and some of the major problems when it comes to the methodology being used to compare services. We also discuss Netflix’s recent price increase and the potential impact it could have on their subscriber growth. We cover the recent sports licensing deals with the news that ViacomCBS secured the exclusive rights to stream English Premier League soccer; Sinclair announced a new distribution rights agreement with the NBA and we’ve read rumors of Apple talking to MLB. We also highlight new subscriber numbers from fuboTV, the growth of IMAX’s revenue in 2021 and our take on the attendance numbers from the CES Show.

Companies and services mentioned: Netflix, ViacomCBS, Paramount+, Discovery, Sinclair Broadcast Group, fuboTV, IMAX, Vimeo, Roku, NBA, Apple, MLB, V-Nova, Disney, Salesforce.