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 streaming and media industry analyst, delves into crucial insights on investing in streaming services. He emphasizes the importance of focusing on concrete financials over speculation, especially concerning major deals like Warner Bros and Netflix. Rayburn discusses the fragmented nature of NFL streaming and critiques the lack of standardized metrics for assessing sports viewership. He urges investors to prioritize key metrics like profitability and content spend. Finally, he redefines 'TV' as a user-perceived concept, highlighting the diverse strategies of major platforms.

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.

Renowned industry expert Dan Rayburn discusses trends in streaming services, including the rise of ad-supported plans, frustration of sports fans with fragmented content, licensing deals' impact on viewership, and the differences between pay TV and streaming platforms.