Episode 86: Infrastructure News And Earnings From Akamai, Fastly, Broadpeak; Roku Earnings And Stock Drop; Super Bowl Streaming Viewership The Dan Rayburn podcast

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Episode 86: Infrastructure News and Earnings from Akamai, Fastly, Broadpeak; Roku Earnings and Stock Drop; Super Bowl Streaming Viewership

6M ago 50:35

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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 cover infrastructure news and Q4 and full-year earnings from Akamai, Fastly, and Broadpeak, highlighting overall CDN industry revenue growth, pricing trends, and Akamai's continued dominance of the content delivery market. We also discuss the Super Bowl stream on Paramount+, my 8.5 million AMA viewership number, and reported news that Amazon secured an exclusive NFL playoff game for Prime Video in 2025.
We detail why Roku's stock is getting hammered, even with the company beating all of the street's expectations in their Q4 earning results with revenue up 14% year-over-year, active accounts growing 14% year-over-year to 80 million, and their achievement of positive adjusted EBITDA and free cash flow for the full year 2023, ahead of schedule. Finally, the plot thickens as we examine the Disney, Fox, and WBD streaming partnership, the DOJ's potential scrutiny, and predictions of how giants like the NFL might play their hand next.

Podcast produced by Security Halt Media

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113 episoder

#News #Tech News #Dan

Artwork

Episode 86: Infrastructure News and Earnings from Akamai, Fastly, Broadpeak; Roku Earnings and Stock Drop; Super Bowl Streaming Viewership

The Dan Rayburn Podcast

published 6M ago

Del

MP3•Episode hjem

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 cover infrastructure news and Q4 and full-year earnings from Akamai, Fastly, and Broadpeak, highlighting overall CDN industry revenue growth, pricing trends, and Akamai's continued dominance of the content delivery market. We also discuss the Super Bowl stream on Paramount+, my 8.5 million AMA viewership number, and reported news that Amazon secured an exclusive NFL playoff game for Prime Video in 2025.
We detail why Roku's stock is getting hammered, even with the company beating all of the street's expectations in their Q4 earning results with revenue up 14% year-over-year, active accounts growing 14% year-over-year to 80 million, and their achievement of positive adjusted EBITDA and free cash flow for the full year 2023, ahead of schedule. Finally, the plot thickens as we examine the Disney, Fox, and WBD streaming partnership, the DOJ's potential scrutiny, and predictions of how giants like the NFL might play their hand next.

Podcast produced by Security Halt Media

… continue reading

113 episoder

#News #Tech News #Dan

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