最高の Transcoding ポッドキャスト (2024)

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Episode 112: Q3 Earnings Recap: Roku, Fubo, Comcast, Amazon, Alphabet, Sky, Harmonic, Verizon, Charter, Microsoft and Meta 37:45

1d ago37:45

37:45

This week, I recap all the streaming subscriber and pay TV numbers from Q3 earnings and profit and loss financials from Roku, Fubo, Peacock, YouTube, Sky, Verizon and others. I also highlight cloud services revenue from Amazon, Microsoft and Google, with AWS hitting a record $100 billion in revenue for the past 12 months. I discuss why Instagram lo…

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Episode 111: Exploring Netflix's Q3 Success; The Latest Sports and RSN News, and The Impact of AI on Podcasts 1:05:10

4d ago1:05:10

1:05:10

This week, we discuss the key takeaways from Netflix's earnings tied to its upcoming first-party ad tech platform, subscriber gains in the quarter, and its latest reported engagement metric of two hours a day per paid membership. We also cover the latest news from the messy world of RSNs, including the new report that Peacock will begin offering NB…

1
Episode 110: DirecTV's FAST Service; Apple TV+ Coming To Amazon Prime Channels; JW Player and Connatix Merger 44:05

22d ago44:05

44:05

This week, we discuss DirecTV’s plan to launch a FAST platform and how it might benefit its brand even as it joins a crowded market of FAST services. We also highlight why it’s smart for Apple to make Apple TV+ content available to as many viewers as possible via its deal with Prime Video, which will go live as a Prime Video channel later this mont…

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Episode 109: EchoStar and DirecTV Deal; Paramount Drops Nielsen; Netflix and Prime Video's Ad Business 54:05

30d ago54:05

54:05

This week, we discuss what could happen to DTC services Sling TV and DIRECTV STREAM if the planned deal for EchoStar to sell Dish to DirecTV gets approved. We also highlight the news that Skydance is in talks with the NFL to purchase the NFL Network and the latest on Diamond Sports Group's decision to release all but one of its MLB contracts in the…

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Episode 108: IBC News Recap: Edge Compute Video Workflows, Codecs, and AI's Impact on Transcoding 47:39

1M ago47:39

47:39

This week, we recap news from IBC about using cloud-based compute services for video workflows, encoding optimization, AV1/codec adoption, live encoding use cases, and AI's potential impact on encoding platforms. We also give updates on the Venu/Fubo lawsuit, price increases for NBA League Pass, the upgraded Roku Ultra device, Google rebranding the…

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Episode 107: Analyzing NFL Streaming; Edgio's Bankruptcy Filing; Latest Sports Viewing Metrics 41:50

2M ago41:50

41:50

This week, I break down news related to the start of the NFL season, including audience figures from NBC Sports, ESPN, and Amazon, as well as my testing of NFL streaming on Peacock, YouTube TV, Fubo, YouTube TV, Paramount+, Sling TV, and FOX Sports. I also review the most recent information regarding the Venu Sports injunction appeal expedited hear…

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Episode 106: Disney Shuts Down TV Everywhere Apps; Latest Venu, NBA and WBD Legal News; Netflix Stock Hits Three-Year High 34:27

2M ago34:27

34:27

This week, we detail the latest updates surrounding the Paramount and Skydance merger, the Fubo and Venu Sports pretrial conference on September 12 and the NBA asking New York’s Supreme Court to dismiss Warner Bros. Discovery’s matching rights lawsuit against the league. We highlight the report that Amazon no longer plans to invest $115 million int…

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Executive Interview: Michelle Noon of PE Firm Clearhaven Partners Discusses Video Infrastructure Software Valuations, Acquisitions and Cash Flow 43:06

2M ago43:06

43:06

Michelle Noon, founder and managing partner of private equity firm Clearhaven Partners, joined me for a detailed conversation on the current state of the financing market tied to valuations, interest rates, and balance sheets. Michelle discusses how operators and investors balance growth versus profitability, the importance of recurring revenue wit…

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Episode 105: Venu Ruling; Paramount Layoffs; Higher NFL Sunday Ticket Pricing; Disney's New CTO 42:43

3M ago42:43

42:43

This week we discuss the latest temporary injunction against Venu Sports and what it may mean for Disney, FOX, WBD and Fubo. We also cover the latest pricing increase from YouTube’s NFL Sunday Ticket and new Sling TV and Verizon bundling options. We detail the layoffs at Paramount and the closing of Paramount Television Studios and how many in the …

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Episode 104: Recapping Q2 Earnings Numbers from WBD, Paramount, Disney, EchoStar, Vizio, Akamai, Fastly, Brightcove and Lionsgate 45:38

3M ago45:38

45:38

This week, we recap the key points from Q2 earnings involving media companies and vendors, highlighting DTC subscriber additions and losses, profit and loss, cord-cutting, WBD and Paramount writing down the value of their TV businesses, and highlight how media stocks have performed over the past 12 months. We also explain crucial financial terms li…

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Episode 103: Key Earnings Data from Roku, Comcast, Fubo and The Latest Content and Sports News 40:10

3M ago40:10

40:10

This week, we detail the key data and numbers from Roku, Comcast, Charter, Fubo, Vimeo, Harmonic, and Alphabet's Q2 earnings. We also discuss the most recent developments in content news, including Venu's pricing, the NBA agreement that permits Disney to air alternate broadcasts, the $4.7 billion antitrust conviction against the NFL that was overtu…

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Episode 102: Netflix Earnings Recap; European Football Streaming News; FOX Sports Discloses Streaming Numbers 40:51

3M ago40:51

40:51

This week, we detail all of the numbers you need to know from Netflix's Q2 earnings and discuss why Netflix's ad business is not struggling like some in the media suggest. We also highlight interesting comments from Netflix about their upcoming live events, their lack of need to bundle with other services and how fast their ad business is growing. …

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Episode 101: The Latest Pay TV and Streaming Viewership Figures, The Unknowns of the Skydance Media and Paramount Global Merger, and NBA Licensing Insights 42:46

4M ago42:46

42:46

This week, we discuss the reports that the NBA has concluded agreements totaling $76 billion that would keep ABC/ESPN as the home of the NBA Finals for 11 seasons while adding NBC and Amazon Prime Video as new partners. But the completed contract must still be sent to TNT Sports, giving WBD five days to match Amazon's offer. We also point out a num…

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Episode 100: OTT Price Increases; NFL Loses Sunday Ticket Trial; Sports News From FIFA, FOX, Disney, NHL, WBD and ITV 32:31

4M ago32:31

32:31

This week, we highlight all the sports news related to FIFA, FOX, Disney, NHL, WBD and ITV. We also delve into the NFL's ongoing legal battle over its Sunday Ticket trial, emphasizing the significance of the league's decision to appeal the ruling, which could potentially extend the case until 2026. We break down the latest rumors around Paramount G…

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Special CDN Podcast: The Latest Data on Pricing, Market Size, Tech Trends, DIY, Revenue, and Performance 1:25:06

4M ago1:25:06

1:25:06

See my blog post at www.cdnmarket.com for a detailed breakdown on market sizing. In this comprehensive podcast update on the CDN market, I separate facts from opinions, providing a detailed analysis of the latest trends. I cover everything from CDN pricing trends, market sizing (about $5.3B in 2023), traffic and revenue growth rates, DIY initiative…

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Episode 99: CTV Ad Buying Issues With SSPs; NFL Dominates All TV Sports Viewership; StackPath Shuts Down Company 43:25

4M ago43:25

43:25

This week, we discuss ad tech and how some SSPs are packaging CTV inventory into curated, omnichannel deals, resulting in CTV inventory being attached to less desirable content. While SSP auctions allow buyers to tailor bids to media quality, buyers could bid highly on packages with only some premium inventory. We also detail the report that Disney…

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Episode 98: Latest on the NFL Sunday Ticket Trial, Venu Sports Launch and Content Deals From Netflix, FOX, WBD and NBCU 56:04

5M ago56:04

56:04

This week, we recap details from the ongoing Sunday Ticket trial, including the news that the NFL rejected ESPN's proposed reduced price of $70 for the entire 2023 season for Sunday Ticket, along with single-team packages. Trial evidence also showed that Fox considered Sunday Ticket an "existential threat" to its business, asking the NFL in 2021 th…

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Episode 97: The Latest Sports News and Viewership Stats; Price Increases; and Why App Download Metrics are Worthless 29:43

5M ago29:43

29:43

This week, we recap details from the ongoing Sunday Ticket trial, including the news that the NFL rejected ESPN's proposed reduced price of $70 for the entire 2023 season for Sunday Ticket, along with single-team packages. Trial evidence also showed that Fox considered Sunday Ticket an "existential threat" to its business, asking the NFL in 2021 th…

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Episode 95: Netflix's AVOD Plans, Why FAST Isn't Profitable, Earnings Recaps from Vizio, Brightcove, Akamai, WBD, and EchoStar 56:25

6M ago56:25

56:25

This week, we discuss some of Netflix's latest data on its ad-supported business, including usage, monthly active users and the news that it will launch an ad tech platform to control its ad buying, placement, and targeting. We also cover news from YouTube's Brandcast, announcing that viewers watch more than 1 billion hours of content on TV screens…

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Episode 96: "Special Sports Episode"; The Impact on the Netflix and NFL Deal, Venue Sports Expected Offering and the Frustration Fan Experience 38:35

6M ago38:35

38:35

With all the recent sports streaming news, co-host Mark Donnigan and I did a special “Sports Streaming Podcast Episode” this week. We discuss the upcoming Venu Sports offering (Disney/WBD/FOX sports JV) and the limitations we expect the service to have when it launches. We weigh in on some of the tech behind the scenes and consider whether a 'beta'…

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Episode 94: All The Latest Q1 Data From Disney, Fubo, Vimeo, Amazon, Fastly and Cord Cutting 49:48

6M ago49:48

49:48

This week, we detail all the P&L numbers from the Q1 earnings across OTT platforms and streaming vendors. We highlight that while Disney+ and Hulu had an operating income profit of $47M, the rest of Disney's business didn't fare well, with linear TV operating income slumping 22% and linear network revenue across Disney’s portfolio fell 8% (excludin…

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Executive Interview: Fubo's CEO Gives Business Update on Growth, Earnings and Lawsuit 49:34

6M ago49:34

49:34

Fubo’s Co-Founder and CEO, David Gandler, sits down for an in-depth discussion about their lawsuit filed against Disney, FOX, and WBD, its Q1 earnings numbers, industry challenges around content licensing pricing and bundling and Fubo’s goal to get to profitability in 2025. David defines antitrust, why Fubo believes the JV is anticompetitive and ho…

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Episode 93: Recapping Q1 Subscriber and P&L Numbers From Peacock, Roku and Paramount along With Cord Cutting Numbers From Verizon, Charter and Comcast 47:18

6M ago47:18

47:18

This week, we recap all the Q1 subscriber and P&L numbers you need to know across Peacock, Paramount+ and Roku, breaking down profitability, losses, subscriber additions, ARPU and free cash flow. We cover the latest cord cutting numbers from Verizon, Comcast and Charter, who lost 938,000 pay TV subs in the quarter combined. We also discuss some rec…

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Episode 92: Recap of the NAB Streaming Summit; Netflix Earnings; Latest OTT/Sports News 42:00

7M ago42:00

42:00

This week, we did a mini-review of the NAB Show Streaming Summit and some topics we heard discussed around the difficulty in scaling streaming services for low latency and QoE. We also cover Netflix’s Q1 earnings and excellent user growth, adding 9.3 million subs, which was tempered by the news that they will stop reporting quarterly membership num…

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Episode 91: Disney’s Upcoming Password Sharing Crackdown; Latest Sports News from DAZN, Prime Video, NHL, NBA, Formula One and Diamond Sports Group 25:44

7M ago25:44

25:44

This week, we discuss the latest news around Disney, including their plans to crack down on password sharing in June in a "few" countries and markets, with a "full" rollout in September. We detail how complex ESPN’s DTC offering is becoming, with Disney announcing that its new ESPN streaming service will launch in the fall of 2025 and will be offer…

1
Episode 90: MLB's Streaming Fan Experience Stinks; Sports News From Fubo, Hulu, Amazon and Peacock; Reported YouTube TV P&L Numbers are Flawed 32:37

7M ago32:37

32:37

Step up to the plate with us this week as we tackle the complex maze of baseball streaming. We cover the latest baseball streaming news with Fubo adding RSNs, Hulu+ Live TV adding the MLB Network, and discuss the terrible fan experience with some MLB teams requiring fans to access five different networks to stream games. We also highlight other spo…

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Episode 89: Latest Sports News; YouTube TV and Peacock Add Multiview Capabilities; NFL Doesn't See Value in Newly Announced Sports JV Service 26:54

8M ago26:54

26:54

This week, we detail WBD's planned international expansion of Max, which will make the OTT service available in 25 countries in Europe and 65 countries and territories worldwide. We also highlight comments made by the NFL's Chief Business Officer regarding the newly announced WBD, FOX and Disney sports JV, which is missing over half of all NFL game…

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Preview: Inside the NAB Show Streaming Summit: AI Innovation, Industry Trends, and Expert Strategies for Career Growth 22:25

8M ago22:25

22:25

This special podcast takes you inside the NAB Show Streaming Summit with a preview of all the content, speakers and expert strategies you’ll learn at the event. Hear what the keynote fireside chats will cover with Paramount Global, Prime Video and NBCU. We also give an overview of the new AI Demo Track and break down all the sessions tied to sports…

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Episode 88: Disney's CEO Says They Are Behind Netflix in Terms of Tech; Detailing Fubo and Paramount Full Year Earnings, SeaChange Sold for $30M 34:03

8M ago34:03

34:03

This week, we detail how SeaChange, which once dominated the cable TV operator market and had over $216 million in revenue, will have its assets acquired for $30 million. We break down the numbers you need to know from Fubo's full-year 2023 earnings, ending with 1.61M subscribers and reaffirming their expectation to reach positive cash flow and adj…

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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 52:59

8M ago52:59

52:59

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…

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Episode 86: Infrastructure News and Earnings from Akamai, Fastly, Broadpeak; Roku Earnings and Stock Drop; Super Bowl Streaming Viewership 50:35

9M ago50:35

50:35

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…

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Episode 85: Dissecting Disney's Financials and Sports JV News; YouTube TV's Subs; Comcast, Verizon and FOX Earnings 44:08

9M ago44:08

44:08

This week, we discuss the key numbers from Disney's latest earnings, including subs, ARPU and D2C profitability projections. We detail what the ESPN brand could look like with their comments that they will bring its ESPN DTC app to the market in the fall or late August of 2025, including integrated fantasy betting. We debate what their newly announ…

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Episode 84: Decoding Q4 Earnings From Apple, Amazon and Alphabet; Lumen Shuts Down CDN; More Industry Layoffs Coming 47:44

9M ago47:44

47:44

This week, we discuss the key takeaways from Q4 earnings across OTT platforms and streaming vendors, including Apple seeing a "huge opportunity" with AI, YouTube's ad revenue growth of 15% and AWS closing out 2023 with $90.8 billion in cloud revenue. We discuss new numbers released by Amazon, which spent $18.9 billion on content in 2023, of which "…

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Episode 83: Netflix’s Record Q4, Their WWE Deal, Content Focus, Ad Strategy and How They Will Continue to Dominate 41:50

9M ago41:50

41:50

The Netflix episode "Woooooo!" This week, we discuss Netflix’s record Q4 earnings, their free cash flow of $6.9 billion for 2023, their growing AVOD business and their off-the-top rope deal with the WWE as they continue to dominate the industry. We discuss how the WWE deal with "scripted entertainment” differs from sports content, how it will expan…

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Episode 82: Diamond Sports Group Still Uncertain Future, Qwilt Deploys Edge CDN in LATAM With Cirion, Apple Vision Pro Use Cases 51:31

10M ago51:31

51:31

This week, we discuss the use cases for Apple Vision Pro and why it will not become the future of video viewing for consumers at scale. We also break down the Diamond Sports Group complex proposed restructuring plan, Amazon's commitment to make a minority investment, and the potential repercussions for Prime Video customers who will be able to purc…

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Episode 81: Latest ARPU and Sports Viewership Numbers, Fubo Price Increase, Super Bowl Will Stream in 1080P60 HDR 53:03

10M ago53:03

53:03

This week, we break down all the latest sports viewership numbers from ESPN, FOX Sports, CBS Sports, and NBC Sports. We also highlight the new joint venture by YES Network and MSG Networks, the launch of an Innovation Lab by Major League Soccer and details around the Super Bowl stream, which will not stream in 4K on Paramount+ and will be in 1080P6…

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Episode 80: The Streaming Economics Driving Layoffs, Debt Restructuring and Cancelled Mergers 48:25

10M ago48:25

48:25

This week, we review what's behind all the industry layoffs as companies reset the cost bar on CAPEX and OPEX expenses. With full-year 2023 financials in the book, some companies didn't hit the revenue, efficiency, and cost savings goals they had expected, prompting layoffs to start the year. We also detail how some vendors are restructuring their …

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Episode 79: Peacock's NFL Gamble; Why Sports Streaming Doesn't Work Financially; A WBD and Paramount Merger Isn't Practical 44:57

10M ago44:57

44:57

This week, I reviewed Peacock's exclusive NFL game stream with some users having a poor quality video experience and detailed why I think Peacock's strategy failed with their ad-free fourth quarter. I also break down the viewership numbers reported by NBC Sports and highlight how sports is a costly and unproven part of Peacock's subscriber acquisit…

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Episode 78: Detailing Paramount's Financials; Sky Secures Premier League Rights Over Streamers 43:06

11M ago43:06

43:06

This week we discuss, how in a blow to Amazon and DAZN, pay TV broadcaster Sky won broadcast rights to show a record number of Premier League matches in a new four-year deal. We also break down Paramount’s balance sheet to refute the reports they are nearing bankruptcy and highlight Peacock’s latest data of 30 million paying subscribers, their $10 …

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Episode 77: Aggregation and Bundling, NFL Black Friday Viewership Numbers, Latest DTC Profitability 36:54

11M ago36:54

36:54

This week we discuss some of the latest news and rumors around bundling and aggregation of streaming services, the impact that wholesale rates have on DTC profitability, and the lack of data in the market to prove that bundling reduces churn. We also cover the viewership numbers from Prime Video's first NFL Black Friday game, Amazon's new licensing…

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Executive Interview: WBD's CTO and CPO Discuss Building Out Max for Live News, Sports, and Enhanced Discovery 39:55

11M ago39:55

39:55

Avi Saxena, CTO and Tyler Whitworth, CPO at Warner Bros. Discovery, join me for a detailed conversation about the technical video stack at Max. Learn how they approach the user experience when it comes to their apps, latency, adding live sports and news to the platform, device support, 4K, advertising, personalization, and how they measure QoE. We …

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Executive Interview: Comcast Discusses Ad Measurement Challenges; The Soon-To-Disappear Cookie, and Cohesive, Cross-Media Measurement and Innovation 35:46

11M ago35:46

35:46

Larry Allen, VP/GM, of Data and Addressable Enablement at Comcast Advertising joins me for a detailed discussion on how the shift in viewing habits to all screens is making it difficult to provide cohesive cross-media measurement. We discuss the impact of the loss of third-party cookies, the challenges and opportunities that exist with measurement …

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Episode 76: Special Sports Episode! All The Latest Sports Streaming News, Viewership Stats and Content Deals 40:10

12M ago40:10

40:10

This week we cover all the latest news in the world of sports streaming tied to Apple, Amazon, ESPN, Disney+ Hotstar, Fubo, Max, Peacock, and YouTube TV. We also discuss content licensing and viewership stats across the NFL, NBA, Formula 1, and MLS. Some highlights include: Apple reported that they had more than a million viewers to watch the bigge…

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Episode 75: ESPN+ and WBD's DTC Turn a Profit; Streaming Vendors Low on Cash; Other Q3 Earnings Data 43:28

12M ago43:28

43:28

This week, we examine the Q3 financial results of OTT industry heavyweights Disney, Warner Bros. Discovery, DISH, and Vizio, along with streaming providers Akamai, Brightcove, Kaltura, Comscore and Vimeo. We go over some of the most important conclusions, such as Disney+ having 5 million AVOD customers and ESPN+ making $33 million in profit. We go …

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Episode 74: Key Q3 Earnings Data From Paramount+, Peacock, Fubo, AMC+, Roku, Brightcove; Latest Pay TV Losses and Sports News 43:19

1y ago43:19

43:19

This week we detail the Q3 earnings numbers you need to know tied to Paramount+, Peacock, Fubo, AMC+, Roku and Brightcove including subscriber counts and DTC profit and loss. We also draw attention to the roughly one million new Comcast, Verizon, Charter, and Altice pay TV customers who have cut the cords. We talk about the announcement from Netfli…

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Episode 73: Netflix’s AVOD Business; ESPN’s Balance Sheet; and Lumen Exits the CDN Market 59:00

1y ago59:00

59:00

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 f…

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Executive Interview, Datazoom: The Complex Road Ahead for Ad Measurement Data and Metrics 47:46

1y ago47:46

47:46

Diane Strutner, CEO of Datazoom, joins me for a detailed discussion on the current state of advertising data and the complex road ahead as inventory moves to digital and CTV. We discuss the seismic industry shift from siloed to a converged currency models, and the ensuing challenges in valuing digital and streaming ad impressions. Learn the crucial…

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Episode 72: Exploring Apple's Formula One Bid; Candle Media's Poor Revenue Forecast; Taylor Swift’s Media Domination 41:53

1y ago41:53

41:53

This week we discuss the rumors that Apple is weighing an annual bid of $2 billion for Formula 1 racing, with the opportunity to purchase global rights after five years. We also detail how Candle Media's earnings are predicted to be between $140 and $170 million, which is less than the $330 million initial expectation. According to reports, Candle …

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Episode 71: No Viewership Transparency Included in The WGA Deal Terms; Court Rules Netflix Infringed on Broadcom's HEVC Patent 32:38

1y ago32:38

32:38

This week we detail the language in the new terms announced by the WGA in their deal with the studios (AMPTA) that have come as a result of the writers strike. The new deal provides no real transparency into viewership numbers outside of total hours streamed and only for self-produced high budget streaming programs. We also discuss Amazon's news th…

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Episode 70: The Impact of The Current Economic Climate on the Streaming Media Industry: Budget Constraints, Longer Sales Cycles and Higher Funding Costs 29:40

1y ago29:40

29:40

This week I break down the economic and financial factors that are directly impacting the growth and restraints in the streaming media industry. Learn why companies are doing more with less, reducing and consolidating their spending on services like storage and delivery, and the market factors that are influencing their decisions. From banking inte…

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聞く価値のあるポッドキャスト

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