This week, I cover the launch of Fox One and ESPN Unlimited, which appeared to go smoothly, with few user issues reported. I detailed the news of the week, including price increases for Apple TV+ and BritBox, the launch of a new $20 bundle from Sling TV, and news from Netflix, YouTube, MLB, Fubo and NBC Sports. Finally, I discuss the expected upcom…

Marty Kagan, co-founder and CEO of Hydrolix, joined me for a detailed conversation on the importance of delivering better end-user QoE with real-time telemetry and the challenges that come with CDN observability. Marty highlights why more hot data is crucial for AIOps and challenges that M&E customers face today, including the need to discard data …

This week, we detail Paramount Global's seven-year deal with TKO for the rights to stream UFC fights, the impact on ESPN+ and UFC's approach to move away from PPV to expand its audience. We also discussed the new Disney and Fox bundle launching on October 2nd, which combines ESPN+ and Fox One for a discounted rate. Additionally, we list out why not…

This week, we detail all the news from Disney's earnings, its proposed deal between ESPN and the NFL and the launch of ESPN's new DTC service this month. We also discuss the impact of Disney's decision to no longer report paid subscribers or ARPU numbers for Disney+ and Hulu, and will cease reporting ESPN+ numbers as of next month. We also discuss …

This week, I outline the key numbers you should know regarding subscriber gains and losses, as well as the profitability of D2C businesses for Peacock, Roku, Paramount, Sling TV, and Fubo. I also cover the revenue growth from cloud providers Amazon and Microsoft, and break out the capex spend of Meta and the hyper-scalers, totaling more than $250 b…

This week, we highlight the details surrounding the MLS commissioner's disclosure that MLS Season Pass is averaging 120,000 unique viewers per match on Apple TV, representing a nearly 50% increase from 2024. For earnings, we cover Q2 ad revenue on YouTube, up 13% YoY and Alphabet's plan to increase capex investment in 2025 to approximately $85 bill…

This week, we highlight the key numbers and comments from Netflix's Q2 earnings, covering finances, ad growth, live event strategy, competition, AI, and content strategy. We detail the financial metrics tied to revenue, free cash flow, debt, and estimated full-year 2025 revenue guidance. We discuss all the comments from Netflix's management team re…

This week, we highlight Disney's new content bundling deals with Charter and ITV, as well as Paramount's new agreement with DIRECTV. We discuss Amazon's investment in AI to help remaster SD content into HD, and what we think the impact of AI can be in the video streaming workflow. We also discuss why the media is getting it wrong when they suggest …

This special CDN focused podcast details the latest on delivery pricing and industry trends. I discuss delivery commits, QoE measurement, DIY deployments, HD HDR bitrates, and the impact of vendors exiting the market. I also cover how content owners perform capacity planning at the ASN level, leaching, latency, and why multicasting and P2P won't po…

This week, we highlight all the sports news from Peacock, Pac-12, ESPN, Optus Sport, Amazon, IMG, and NASCAR, detailing viewership stats and new licensing deals. We also cover the recent layoffs at Disney, the BBC's low latency live streaming trial, and the current ad loads of Max, Prime Video and Peacock. Finally, we cover some vendor news, includ…

This week, we cover a lot of news, stats and numbers across WBD, Disney, Netflix, YouTube, MGM, Amazon, F1, DAZN, NFL, Verizon, Starz, Roku, TikTok, Apple TV, Premier League, JioHotstar, Paramount and other sports and OTT services. We also discuss the changes taking place at Qwilt, including the appointment of a new CEO, the assets of Phenix Real T…

This week, we cover the news from the Upfronts, with Netflix and Amazon announcing updated ad-tier user numbers, YouTube disclosing ad conversions on Shorts, and some of the new ad formats coming to OTT platforms. We also detail the upcoming DTC offerings from ESPN and FOX, as well as YouTube's plans to stream an exclusive NFL game for free in Sept…

This week, we highlight the key Q1 earnings numbers from Disney, WBD, Paramount, AMC Networks, Altice, EchoStar, Vimeo, Kaltura, Akamai, Fastly and Cloudflare. We detail the numbers tied to DTC subscribers additions/losses, profitability, bundling, capex and content spend, and the impact of earnings on stock prices. We also break out the 1.73M cord…

This week, we detail Roku's revenue growth of 16% YoY, with the number of streaming hours growing by 5.1B hours YoY. We also highlight Roku's announcement that more than a third of streaming households in the U.S. streamed monthly from its content row in Q1, with a total of more than 125 million people every day. We detail Fubo's earnings, with Nor…

This week, we detail Comcast's Q1 earnings, including Peacock's sub gains, thanks to the Charter bundle, with revenue up 16%, on an EBITDA loss of $215M, down from $639M YoY. We also cover all the pay TV losses from Comcast, Verizon, and Charter in the quarter, as well as Comcast's worst broadband losses ever in a quarter. We highlight MSG Networks…

This week, we detail Netflix's Q1 earnings, including its free cash flow, content spending, and 2025 guidance forecast of $43.5-$44.5 billion. We highlight all of Netflix's comments around its ad tech platform, Netflix Ads Suite (NAS), and why Netflix says owning the tech stack is foundational to its long-term ads strategy. We also mention Netflix'…

For this special podcast, Mark Donnigan and I recap key takeaways from the 2025 NAB Show in Las Vegas, discussing what we heard on the show floor and in sessions. We detail the NAB’s attendance numbers and the impact I saw on the number of attendees due to the uncertainty in the financial market. We also highlight the many different metrics that ex…

This week, we highlight DIRECTV's expanding RSN bundling options, which cover 18 MLB, 16 NBA, and 10 NHL franchises and the addition of Max Basic with Ads to its MyEntertainment Genre Pack. We also highlight the MLB TV streaming outage on opening day, JioHotstar's announcement that JioHotstar now has over 100 million subscribers, and Netflix's news…

This week, we discuss JioHotstar's live stream of the ICC Champions Trophy Final, with a reported 60 million concurrent streams and why the industry needs to stop putting so much clout on concurrent or AMA numbers without any other details on the quality of the stream. We also detail the F1 TV Premium tier, offering 4K video and multiview functiona…

This week, we talk about the problems with Hulu's Oscars live stream and why streaming cannot take the place of broadcast distribution in terms of scalability and dependability. We also point out the likelihood of MSG Networks and/or its affiliates declaring bankruptcy and the potential consequences for their streaming business. We discuss the anno…

This week, we discuss the Q4 earnings numbers tied to subscribers and profitability from Fubo, Warner Bros. Discovery, Paramount, and EchoStar. We also highlight the latest sports news from Disney, DAZN, LALIGA, Fox, LFP, and Sky. We detail the new $35 entertainment package from DIRECTV, which includes 43 linear channels and Disney+, Hulu+ and Max …

This week, we discuss all the latest sports news, including ESPN and MLB ending their contract early, the excellent looking live stream of the NASCAR Daytona 500 on Max and SURJ's investment in DAZN, rumored to be $1 billion. We also highlight the news that DIRECTV's MySports package will include 140 NBC affiliates, Prime Video offering Ligue 1 mat…

This week, we review FOX and Tubi's Super Bowl stream, detailing the video quality, latency, playback, viewership numbers and overall event success. We also detail Q4 and full-year earnings from Roku, AMC Networks, Altice, Fastly and Harmonic, which saw mixed results. We highlight the launch of JioHotstar, which resulted in the merger between Hotst…

This week, we detail the launch of competing $70 sports streaming packages from Comcast’s Xfinity and DirecTV and FOX's plans to launch a DTC streaming service. We also cover the latest earnings from Comcast, Disney and Alphabet, with Disney+ losing 700,000 subscribers, Peacock's DTC business losing $436M, and YouTube seeing advertising revenue of …

This week, we discuss all the latest NFL streaming news, including Amazon's exclusive NFL Wild Card playoff game, which reached an all-time high of 24.6M viewers, details from FOX on their 1080p upscaled 4k HDR stream and their plans to make the stream available on Tubi. We also detail the network shutdown of Limelight Networks as part of Edgio's b…

This week, I discuss the Disney and Fubo deal, what it means for subscribers and the impact of Venu Sports no longer launching in the market. I detail the deal terms and what's being misreported, separating facts from guesses. I also discuss viewership numbers from Netflix's debut of WWE’s Monday Night Raw, final global viewership numbers for Netfl…

For this special podcast episode, we review Netflix's streaming of the NFL games on Christmas, detailing some tech details related to the stream quality, latency, player functionality, reported user feedback, and viewership statistics for the U.S. market. We compare the 27 million peak viewers in the U.S. stat to previous NFL games across broadcast…

This week, we detail the news of more layoffs by streaming vendors and what it means for the industry going into the new year as everyone looks to be more operationally efficient in their spending. We also cover the latest price increase by YouTube TV, pushing the service to $82.99 a month, FIFA's broadcast deal with DAZN, and Amazon's latest TNF v…

This week, we detail Akamai's successful $125 million bid for customer contracts from Edgio's security and content delivery businesses as part of Edgio's bankruptcy auction. We discuss Akamai's projected $89-$111 million in revenue over the next five quarters from the contracts and what the deal means for the broader CDN market. We also debunk some…

In regulatory filings, more details have emerged in Bending Spoons plans to acquire Brightcove, including some terms for employees who stay on with the new company, the number of aggregate shares of company common stock tied to RSU awards, the exact number of Brightcove employees, a disclosure of a "material weakness in internal control over financ…

This week, we detail all the misinformation after Netflix's live boxing event, the danger of not checking sources, and who you trust for news. We discuss the current state of Netflix's business and how the company is playing the long game - chess over checkers. We also highlight the latest content news from JioCinema, MLB, Sling TV, Disney, Amazon,…

This week, we detail all the important numbers from Q3 earnings tied to profitability, capex spending, MAUs and subscriber additions tied to streaming services from Paramount, Tubi, AMC Networks and Vizio, along with infrastructure players Vimeo, Brightcove, Akamai, Fastly and Cloudflare. We also discuss the latest content news from UFC, The Tennis…

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…

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…

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…

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…

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…

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…

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…

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…

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 …

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…

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…

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. …

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…

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…

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…

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…

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…

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…