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Episode 73: Netflix’s AVOD Business; ESPN’s Balance Sheet; and Lumen Exits the CDN Market

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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 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 for NBA broadcast rights and we highlight ESPN's newly released revenue figures. In conclusion, we discuss Lumen's departure from the CDN sector and the recent patent litigation filed by Sling TV and Dish Network against BritBox.

Podcast produced by Security Halt Media

  continue reading

113 episoder

Artwork
iconDel
 
Manage episode 381531423 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 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 for NBA broadcast rights and we highlight ESPN's newly released revenue figures. In conclusion, we discuss Lumen's departure from the CDN sector and the recent patent litigation filed by Sling TV and Dish Network against BritBox.

Podcast produced by Security Halt Media

  continue reading

113 episoder

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