Dan Rayburn

@DanRayburn

~Streaming Media Expert ~Principal Analyst, Frost & Sullivan ~Chairman Streaming Summit at NAB Show ~Recognized by many as the voice for the streaming industry

New York
Vrijeme pridruživanja: travanj 2009.

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  1. prije 11 sati

    The Apple TV app, with access to Apple TV+ has been added to compatible 2019 LG smart TVs. Mine updated today with LG TV OS update 4.71.05.

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  2. prije 11 sati

    I don't agree with this and no media companies are mentioned by name. - "Roku rankles media companies as platform pushes The Roku Channel" Roku provides media companies a valuable way to INCREASE their ad revenue, something they all like.

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  3. 5. velj

    Google Fiber kills its traditional TV service for new customers - Will pitch YouTube TV and as an alternative

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  4. 4. velj

    Correction: ARPU $5.56

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  5. 4. velj

    Disney said they plan to roll out internationally, sometime in 2021, but other details around which regions and with what content, Disney isn't disclosing right now.

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  6. 4. velj

    As Disney prepares to launch Disney+ in India, it will re-brand Hotstar VIP as Disney+ Hotstar.

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  7. 4. velj

    Update: s of Monday February 3rd, Disney+ had 28.6M subscribers, ESPN+ had 7.6M, Hulu has 30.7M.

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  8. 4. velj

    Disney Earnings: Average revenue per Disney+ user is $5.50. Said the bundling of Disney+ with ESPN+/Hulu allowed them to have churn rates that are "better than they expected", but didn't give out any numbers.

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  9. 4. velj

    On CNBC, Bob Iger says 50% of Disney+ subscribers came from their own website, 20% of subs are from Verizon. Disney says they are not upgrading their estimates for total number of subs by 2024.

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  10. 4. velj

    Disney Earnings: Disney+ has 26.5M subs. ESPN+ has 6.6M subs, which includes bundling, and Hulu has 30.4M subs, 27.2M of them are VOD only. More to come...

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  11. 4. velj

    Last year, Needham & Co. projected YouTube's revenue was $30B. Morgan Stanley's estimate was $20B. Citigroup said it was $19B. Why does Wall Street have such little understanding of YouTube's business? Views of content that can't be monetized don't matter.

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  12. 4. velj

    Disney earnings today after market close, their CEO will be on between 4-5pm ET today. Hopefully he will break out how many subs are from third-party promotions like Verizon Wireless and LG vs. direct sign ups.

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  13. 4. velj

    Super Bowl streaming numbers: "average minute audience of 3.4M" across all 11 digital properties. (FOX, NFL, Yahoo Sports, Teams mobile properties etc) No details on average bitrate, traffic breakdown on mobile, or how many viewers for upscaled 4K stream.

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  14. 4. velj

    Alphabet discloses YouTube revenue for the first time. $15.1B in 2019 and has 2M paying YouTube TV subscribers. Cloud revenue of $2.6B for last quarter. BUT, isn't disclosing profitability for any of the business units.

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  15. 3. velj

    Great article highlighting how incomplete and inaccurate data is from Apptopia, Sensor Tower and App Annie when it comes to streaming services like Netflix and Disney. these firms do not track how many people drop a streaming service.

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  16. 3. velj

    Pluto TV is NOT a competitor to Netflix, not even close - "ViacomCBS will launch its free streaming platform Pluto TV in countries around Latin America in late March, a move that could raise a challenge to subscription services in the region like Netflix."

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  17. 3. velj

    And that's a wrap! Congrats to the team for a great overall streaming experience. Very minor issues, as is the case with all live events online. Interested to see the numbers tomorrow, I'm guessing 3-3.5M simultaneous.

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  18. 3. velj

    I have restarted the iPad and now the Sling TV stream is working.

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  19. 3. velj

    So far on the iPad/iPhone, the stream is looking great on the , and app with startup times of around a second, on WiFi. 4G still good, with startup of about 3 seconds.

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  20. 3. velj

    The Sling TV stream on iPad gives me a message of "NFL Football is not currently available", yet it shows it as an option for viewing. Local blackout issue? Other problem? What's up ?

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