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Episode 85: Dissecting Disney's Financials and Sports JV News; YouTube TV's Subs; Comcast, Verizon and FOX Earnings

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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 discuss the key numbers from Disney's latest earnings, including subs, ARPU and D2C profitability projections. We detail what the ESPN brand could look like with their comments that they will bring its ESPN DTC app to the market in the fall or late August of 2025, including integrated fantasy betting. We debate what their newly announced plans to offer a joint sports streaming service with Fox and Warner Bros. Discovery means for the streaming and pay TV industry and why they made a $1.5 billion investment in Epic Games.
Finally, we break down all the cord-cutting numbers from Comcast, Charter, and Verizon, highlight YouTube TV's subscriber count of 8 million and discuss MLB's goal of introducing a DTC streaming package that would include, at a minimum, roughly half of the teams, by 2025.

Podcast produced by Security Halt Media

  continue reading

113 episoder

Artwork
iconDel
 
Manage episode 401330404 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 discuss the key numbers from Disney's latest earnings, including subs, ARPU and D2C profitability projections. We detail what the ESPN brand could look like with their comments that they will bring its ESPN DTC app to the market in the fall or late August of 2025, including integrated fantasy betting. We debate what their newly announced plans to offer a joint sports streaming service with Fox and Warner Bros. Discovery means for the streaming and pay TV industry and why they made a $1.5 billion investment in Epic Games.
Finally, we break down all the cord-cutting numbers from Comcast, Charter, and Verizon, highlight YouTube TV's subscriber count of 8 million and discuss MLB's goal of introducing a DTC streaming package that would include, at a minimum, roughly half of the teams, by 2025.

Podcast produced by Security Halt Media

  continue reading

113 episoder

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