Sector expert Dan Rayburn on streaming and media space (1:15). WBD, Comcast spinning out linear assets (2:50). Netflix and Spotify (6:15). Nielsen is a joke (9:20). Metrics to look at - ARPU, very important (14:15). Netflix is still king (16:20). Disney's an interesting one (25:55). Warner Brothers' rebranding (33:30). DIRECTV doing some cool stuff, NFL free on YouTube, new Amazon numbers, Peacock still losing money (38:40).

Show Notes:
Super Bowl Streaming, Disney Deep Dive And Why Numbers Don't Lie
Netflix Releases Useless Data, But Still Considered The Gold Standard
Streaming Reality Vs. Fantasy With Dan Rayburn

Episode transcripts

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