Streaming reality vs fantasy with Dan Rayburn

14 nov 2023 · 55 min. 9 sec.

Descrizione

"It takes a really long time for one technology to disrupt another. In many cases, it's not disrupting it, it's a complement to it." Streaming expert https://seekingalpha.com/author/dan-rayburn?source=ie_podcast:streaming_fantasy_reality_dan_rayburn on fantasy vs....

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"It takes a really long time for one technology to disrupt another. In many cases, it's not disrupting it, it's a complement to it." Streaming expert Dan Rayburn on fantasy vs. reality of the industry (4:10) Q3 earnings and the importance of defined methodology (8:25) Hitting back on FAST hype (40:00).

Show Notes:
Why Disney's Projected Numbers For Disney+ Subscribers And DTC Profitability Are In Jeopardy
Paramount jumps as narrower streaming losses drive Q3 beat
Disney earnings call: Focusing streaming, paving ESPN's future
The Dan Rayburn Podcast

Episode transcripts

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