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Episode 104: Recapping Q2 Earnings Numbers from WBD, Paramount, Disney, EchoStar, Vizio, Akamai, Fastly, Brightcove and Lionsgate

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Indhold leveret af Dan Rayburn. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dan Rayburn eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week, we recap the key points from Q2 earnings involving media companies and vendors, highlighting DTC subscriber additions and losses, profit and loss, cord-cutting, WBD and Paramount writing down the value of their TV businesses, and highlight how media stocks have performed over the past 12 months. We also explain crucial financial terms like GAAP, non-GAAP, EBITDA, OIBDA, and EPS, making it easier to understand how these companies report their finances to Wall Street.
On the vendor side, we detail how security and compute revenue now represent 66% of Akamai’s total revenue, Fastly cutting full-year guidance and laying off 11% of the company, Brightcove and Kaltura’s revenue growth being flat and the challenges some vendors are having in growing their media businesses while continuing their efforts to keep costs down.

Podcast produced by Security Halt Media

  continue reading

118 episoder

Artwork
iconDel
 
Manage episode 434211555 series 3293405
Indhold leveret af Dan Rayburn. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dan Rayburn eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week, we recap the key points from Q2 earnings involving media companies and vendors, highlighting DTC subscriber additions and losses, profit and loss, cord-cutting, WBD and Paramount writing down the value of their TV businesses, and highlight how media stocks have performed over the past 12 months. We also explain crucial financial terms like GAAP, non-GAAP, EBITDA, OIBDA, and EPS, making it easier to understand how these companies report their finances to Wall Street.
On the vendor side, we detail how security and compute revenue now represent 66% of Akamai’s total revenue, Fastly cutting full-year guidance and laying off 11% of the company, Brightcove and Kaltura’s revenue growth being flat and the challenges some vendors are having in growing their media businesses while continuing their efforts to keep costs down.

Podcast produced by Security Halt Media

  continue reading

118 episoder

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