There Is No Streaming War

2025-12-23 18:10:00 ET

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Streaming and media expert Dan Rayburn shares why investors should only care about the Warner Bros/Netflix/Paramount deal if it happens (0:40). NFL and NFLX; streaming and sports (11:00). Appropriate metrics to use in this space (18:40). Brand and revenue: Apple, Google, Amazon, Disney, Netflix (27:40). What is TV? (45:00)

Transcript

Rena Sherbill: Dan Rayburn, an expert if there ever was one in the streaming space, in the media space, which encompasses so many things right now. Dan has been on a few times before, he's been writing on, or we've been having his writing offered on Seeking Alpha for quite some time. He runs his own blog, streamingmediablog . He makes copious media appearances on various mainstream networks. Dan, welcome to the show.

If you would start us off. What do you feel like is top of mind? Netflix ( NFLX ) is obviously in the headlines a bunch, vis-a-vis Warner Brothers ( WBD ), vis-a-vis the dance with Paramount ( PSKY ), vis-a-vis sports. What is top of mind for you or what are the few things that you're thinking about?

Dan Rayburn: There sure is a lot. Netflix is always top of mind and just thanks for having me again. We could do a podcast every single day based on the news that is put out in the industry just around sports streaming, let alone all the other types of streaming business models out there, bundling deals, pricing deals....

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