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Episode 79: Peacock's NFL Gamble; Why Sports Streaming Doesn't Work Financially; A WBD and Paramount Merger Isn't Practical

Episode 79: Peacock's NFL Gamble; Why Sports Streaming Doesn't Work Financially; A WBD and Paramount Merger Isn't Practical

FromThe Dan Rayburn Podcast


Episode 79: Peacock's NFL Gamble; Why Sports Streaming Doesn't Work Financially; A WBD and Paramount Merger Isn't Practical

FromThe Dan Rayburn Podcast

ratings:
Length:
45 minutes
Released:
Jan 1, 2024
Format:
Podcast episode

Description

This week, I reviewed Peacock's exclusive NFL game stream with some users having a poor quality video experience and detailed why I think Peacock's strategy failed with their ad-free fourth quarter. I also break down the viewership numbers reported by NBC Sports and highlight how sports is a costly and unproven part of Peacock's subscriber acquisition strategy, with no ability to scale sports content globally.I discuss, with numbers, why the rumors of Warner Bros. Discovery buying Paramount would not make sense from a financial standpoint since the deal would likely be a stock-for-stock deal, with the combined companies having about $60 billion in debt. I also detail how, from a regulatory standpoint, it would involve merging two of the five remaining major movie studios and two major television studios, creating a very high concentration of linear network ownership, including a significant consolidation of major sports rights. Finally, I highlight what changes I would like to see in the streaming media industry in 2024, including better innovation in the pricing and packaging of streaming content and more professionalism from those within the industry.Podcast produced by Security Halt Media
Released:
Jan 1, 2024
Format:
Podcast episode

Titles in the series (100)

Curating all the streaming media industry news of the week that matters most, in 30 minutes. Unvarnished, unscripted and providing you with the data and analysis you need, without any hype. The pulse of the streaming media industry.