This week we breakdown the key numbers you need to know from Q1 earnings reports including updated subscriber and ARPU numbers from Paramount+, Roku, Peacock TV and cord cutting numbers from Charter, Comcast and Verizon. We also detail the revenue growth rate, GAAP net loss/gain from cloud vendors and streaming vendors including Akamai, Alphabet, Brightcove, Fastly, Limelight, Microsoft, Vimeo. Come up to speed on important Q1 earnings you should know about, all in 30-minutes.

Companies and services mentioned: Comcast, Peacock TV, Paramount+, Roku, Amazon, Fastly, Limelight, Akamai, Brightcove, WicketLabs, Microsoft, Amazon Prime Video, NFL, Alphabet, YouTube TV, Vimeo, Charter, Verizon. 

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

This week we discuss some of the news from the NAB Show, detail some of the products and services we saw on the exhibit floor and talk about the hottest topics discussed at the Streaming Summit. We also detail attendee numbers, some of the NAB's plans for the new show in NYC in October, how engineering teams are building out video applications and what the future of the media business looks like.

Companies and services mentioned: Meta, Agora, FOX Sports, LaLiga, Hulu, Sling TV, Netflix, HBO Max, Eluvio, Livepeer, Brightcove, Mux.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

On Monday April 25th, Google  announced a new commercial CDN offering called "Media CDN", as part of their Google Cloud platform. For this special podcast, I sat down with David Reisfeld, Customer Engineering Manager, Network Specialist at Google to discuss the news. We cover why Google is entering the CDN market, what their new service consists of, how Media CDN is leveraging YouTube's infrastructure, the importance of Media CDN to Google's Cloud platform and what their product roadmap looks like for the rest of the year.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

This week we breakdown Roku’s business model discussing their challenges but also the large opportunity they have in the market when it comes to the strength of their advertising platform. We also discuss Roku’s ARPU, international growth and the success they have seen in their OS platform for TV manufacturers. We also highlight some AVOD news in the market and discuss Netflix adding an ad supported tier (before Netflix earnings came out).

Companies and services mentioned: Roku, HBO Max, Hulu, Netflix, Apple, Facebook.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

This week we discuss the holy grail of of the streaming media industry, a single platform to aggregate streaming media services. With new Discover and Universal Watchlist  functionality from Plex and news from Verizon about their +Play platform to centralize subscription services, we debate what might really take place in the market. We also cover some streaming viewership numbers from March Madness, the news of Disney+ getting live content with Dancing With the Stars and breakdown some of the technical limitations of the MLB stream on Apple TV+.

Correction: The MLB games on Apple TV+ will be free for the "first 12 weeks", not just the first game like I suggested.

Companies and services mentioned: Apple TV+, MLB, Disney+, Plex, Verizon, Netflix, Peacock TV, NFL.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

This week we discuss the complex streaming sports licensing business and the challenge sports fans now have in finding and consuming games from MLB and the NFL. With both league's doing exclusive streaming only deals for distribution, many consumers will now need cable or cable like bundles to get access to all games. With MLB on Apple TV+, Peacock, ESPN, TBS and some RSN services, it's getting to be a complex mess. The NFL is also getting more complex with Thursday night games now exclusive to Amazon Prime Video and won't be broadcast anywhere else, even in local markets. We debate what the impact could to the NFL and MLB when it comes to the future of fan viewership and engagement. 

Companies and services mentioned: Apple TV+, MLB, NFL, Amazon Prime Video, MLB.TV, Sinclair, Peacock, ESPN, TBS, MoviePass.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

This week we debate the real impact that password sharing could have on revenue and ARPU of streaming services. We also try and decipher confusing data from Antenna on the conversion rate from free trials to paid subscribers. We question who’s watching AVOD services when so much of the content is old and not exclusive to any single platform and discuss what the financial impact could be to OTT services when adding a lower priced ad-supported tier. And we touch on the launch of CNN+ and wonder who the target demographic is for the service when so much news content is now just commentary.

Companies and services mentioned: Netflix, Antenna, YouTube TV, Pluto TV, Amazon Prime Video, HBO Max, Disney+, CNN+, Roku, Xumo, Tubi, IMDb TV, Vizio, Discovery.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

This week we preview some of the speakers and content that will be at the NAB Show Streaming Summit, taking place April 25-26 in Las Vegas. Hear what companies like Netflix, HBO Max, Paramount+, Disney, Fire TV, FOX, MotorTrend, La Liga, DAZN and others will be discussing and some of the main topics that will be covered in the program. We also discuss how industry conferences have changed since the pandemic, the role of hybrid events, what show organizers are doing well and what others need to improve on.

Companies and services mentioned: Netflix, HBO Max, Paramount+, Disney, DAZN, fuboTV, Oracle, Red Bull Racing, AWS, Salesforce, Korea Content Platform, Adobe, Dolby, Samsung, LG, Demuxed, Roku, Fire TV, Vizio.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

This week we discuss the Apple and MLB deal and debate the importance of sports streaming to the content strategy of Apple TV+ going forward. We also highlight what the deal might mean for other sports streaming companies like Sinclair’s DTC service, which will have go-fenced games from some MLB teams and we talk about the difficulty consumers are having in finding sports content from one league on a single platform. The discussion also breaks down the news by Verizon of a new platform called +play, which will allow consumers to purchase and manage some of their favorite subscriptions across entertainment, audio, gaming, fitness, music, all with a single point of billing.

Companies and services mentioned: Apple, MLB, Sinclair, Apple TV+, MLB.TV, Netflix, Hulu, Verizon, Roku, Vizio, LG, Samsung, CNN+, Verizon Fios, Disney, NBCU, Peacock TV, YouTube TV, Amazon Prime Video, Antenna, FOX Nation, Sony.

Questions or feedback? Contact: [email protected]

Podcast produced by Security Halt Media

For this special edition of my podcast, I sit down with Limelight’s CEO Bob Lyons to discuss the details around their news to acquire Edgecast from Apollo Funds in an all stock deal valued at approximately $300 million (1x Edgecast revenue) and to rebrand the combined companies as Edgio. We also discuss the current state of the CDN market including the competitive landscape, pricing trends, the expected mix of Limelight's revenue between CDN and security as well as what Limelight’s product strategy looks like going forward.

Note: The podcast was recorded the night before the news was announced, so any impact to Limelight's stock price on Monday March 6th is not covered. The new website for the combined companies will be www.edg.io

Podcast produced by Security Halt Media