Episode 95: Netflix's AVOD Plans, Why FAST Isn't Profitable, Earnings Recaps from Vizio, Brightcove, Akamai, WBD, and EchoStar

The Dan Rayburn Podcast

This week, we discuss some of Netflix's latest data on its ad-supported business, including usage, monthly active users and the news that it will launch an ad tech platform to control its ad buying, placement, and targeting. We also cover news from YouTube's Brandcast, announcing that viewers watch more than 1 billion hours of content on TV screens daily. We discuss why FOX's CEO said 90% of viewing time on Tubi comes from VOD content, not their FAST channels and why I think FAST won't be profitable for all but the major content owners. We break out the nearly 2 million live linear TV losses in Q1 across pay TV and vMVPDs and how consumers continue to move from a deep linear channel lineup to specific live content. Finally, we discuss why Nielsen's new Media Distributor Gauge is flawed in viewership data when Nielsen compares companies, like The Walt Disney Company, to single streaming services, like Prime Video.
We also quickly recap earnings from Vizio, Brightcove, Akamai, WBD, and EchoStar and highlight a new patent lawsuit filed against Google regarding caching and content delivery methods dating back to Sandpiper Networks.

Podcast produced by Security Halt Media