Episode 87: Warner Bros. Discovery’s Full Year 2023 DTC Numbers; Fubo Sues Disney, Fox, And WBD Calling Them A Cartel; Brightcove And Vimeo Q4 Earnings The Dan Rayburn podcast

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Episode 87: Warner Bros. Discovery’s Full Year 2023 DTC Numbers; Fubo Sues Disney, Fox, and WBD Calling Them a Cartel; Brightcove and Vimeo Q4 Earnings

6M ago 52:59

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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 all the numbers from Warner Bros. Discovery's full year 2023 earnings, including DTC profitability in 2023, exclusive NBA negotiations, international expansion of Max, and their disciplined approach to investing in subscriber growth, mindful of lifetime value to subscriber acquisition cost ratios. We also highlight why Fubo is suing Disney, Fox, and Warner Bros. Discovery over their recently announced JV deal to offer a sports streaming service and the overlapping distinct authority that the FTC and DOJ have to challenge anti-competitive practices. Finally, we detail earnings from Vimeo, which projects only 4-8% of revenue growth in 2024 and Brightcove, whose projected 2024 revenue growth would be flat or slightly down over 2023.

Podcast produced by Security Halt Media

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113 episoder

#News #Tech News #Dan

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Episode 87: Warner Bros. Discovery’s Full Year 2023 DTC Numbers; Fubo Sues Disney, Fox, and WBD Calling Them a Cartel; Brightcove and Vimeo Q4 Earnings

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 break down all the numbers from Warner Bros. Discovery's full year 2023 earnings, including DTC profitability in 2023, exclusive NBA negotiations, international expansion of Max, and their disciplined approach to investing in subscriber growth, mindful of lifetime value to subscriber acquisition cost ratios. We also highlight why Fubo is suing Disney, Fox, and Warner Bros. Discovery over their recently announced JV deal to offer a sports streaming service and the overlapping distinct authority that the FTC and DOJ have to challenge anti-competitive practices. Finally, we detail earnings from Vimeo, which projects only 4-8% of revenue growth in 2024 and Brightcove, whose projected 2024 revenue growth would be flat or slightly down over 2023.

Podcast produced by Security Halt Media

… continue reading

113 episoder

#News #Tech News #Dan

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