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

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Manage episode 381531423 series 3293405
Content provided by Dan Rayburn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Rayburn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

124 episodes

Artwork
iconShare
 
Manage episode 381531423 series 3293405
Content provided by Dan Rayburn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Rayburn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

124 episodes

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