Dan Rayburn

Michael Kramer, a leading analyst at Seeking Alpha, and Dan Rayburn, a streaming expert, dissect the latest strategies from tech giants. They discuss how Apple, Microsoft, Amazon, and Meta are positioning themselves in the burgeoning AI market. The two delve into the intricacies of streaming content, highlighting Netflix's ongoing reign and emerging challenges. Kramer's insights on Amazon's revenue streams and cloud services further reveal the dynamic landscape of tech investments. The conversation emphasizes the significant role of AI in enhancing user engagement and marketing strategies.

"Streaming reality vs fantasy with Dan Rayburn" features streaming expert Dan Rayburn discussing the evolution of the streaming industry, Q3 earnings, and the impact of FAST hype. He analyzes the strategies of streaming companies, challenges in researching the industry, and emphasizes the importance of empathy and accurate information.

Dan Rayburn, a renowned sector expert in streaming and media, dives into the latest industry trends. He discusses the strategic realignments of WBD and Comcast, contrasting their moves with Disney's traditional approach. The conversation highlights Netflix's stronghold in streaming, as well as its potential partnership talks with Spotify. Rayburn critiques the reliability of metrics like Nielsen ratings and emphasizes the significance of ARPU. He concludes with insights on the evolving landscape of streaming services and the tough financial terrain faced by platforms like Peacock.