Netflix is still king
Jul 09, 2025•52 min
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Episode description
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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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
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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