Episode 138: MLS Discloses Sub Numbers; YouTube Earnings; Latest News from Disney, ESPN, NBC, MAX and Paramount

The Dan Rayburn Podcast

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 billion, in addition to the cord-cutting numbers from Charter and Verizon. We cover the latest rumors of the NFL’s interest in acquiring an equity stake in ESPN, HBO Max's expansion to more than 90 markets, and Paramount and Skydance's merger receiving FCC approval.
We detail viewership figures from Netflix's latest boxing event, along with TV and streaming viewership numbers across baseball, golf, tennis, car racing, hockey and DAZN's video workflow for its successful stream coverage of the FIFA Club World Cup. Finally, we discuss why companies conduct layoffs even amid record profits, the impact of AI investments, and why, despite many talking about strategy, a company's culture eats the best strategy all day.

Podcast produced by Security Halt Media