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Episode 86: Infrastructure News and Earnings from Akamai, Fastly, Broadpeak; Roku Earnings and Stock Drop; Super Bowl Streaming Viewership

Episode 86: Infrastructure News and Earnings from Akamai, Fastly, Broadpeak; Roku Earnings and Stock Drop; Super Bowl Streaming Viewership

FromThe Dan Rayburn Podcast


Episode 86: Infrastructure News and Earnings from Akamai, Fastly, Broadpeak; Roku Earnings and Stock Drop; Super Bowl Streaming Viewership

FromThe Dan Rayburn Podcast

ratings:
Length:
51 minutes
Released:
Feb 18, 2024
Format:
Podcast episode

Description

This week, we cover infrastructure news and Q4 and full-year earnings from Akamai, Fastly, and Broadpeak, highlighting overall CDN industry revenue growth, pricing trends, and Akamai's continued dominance of the content delivery market. We also discuss the Super Bowl stream on Paramount+, my 8.5 million AMA viewership number, and reported news that Amazon secured an exclusive NFL playoff game for Prime Video in 2025. We detail why Roku's stock is getting hammered, even with the company beating all of the street's expectations in their Q4 earning results with revenue up 14% year-over-year, active accounts growing 14% year-over-year to 80 million, and their achievement of positive adjusted EBITDA and free cash flow for the full year 2023, ahead of schedule. Finally, the plot thickens as we examine the Disney, Fox, and WBD streaming partnership, the DOJ's potential scrutiny, and predictions of how giants like the NFL might play their hand next.Podcast produced by Security Halt Media
Released:
Feb 18, 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.