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Episode 87: Warner Bros. Discovery’s Full Year 2023 DTC Numbers; Fubo Sues Disney, Fox, and WBD Calling Them a Cartel; Brightcove and Vimeo Q4 Earnings

Episode 87: Warner Bros. Discovery’s Full Year 2023 DTC Numbers; Fubo Sues Disney, Fox, and WBD Calling Them a Cartel; Brightcove and Vimeo Q4 Earning…

FromThe Dan Rayburn Podcast


Episode 87: Warner Bros. Discovery’s Full Year 2023 DTC Numbers; Fubo Sues Disney, Fox, and WBD Calling Them a Cartel; Brightcove and Vimeo Q4 Earning…

FromThe Dan Rayburn Podcast

ratings:
Length:
53 minutes
Released:
Feb 25, 2024
Format:
Podcast episode

Description

This week, we break down all the numbers from Warner Bros. Discovery's full year 2023 earnings, including DTC profitability in 2023, exclusive NBA negotiations, international expansion of Max, and their disciplined approach to investing in subscriber growth, mindful of lifetime value to subscriber acquisition cost ratios. We also highlight why Fubo is suing Disney, Fox, and Warner Bros. Discovery over their recently announced JV deal to offer a sports streaming service and the overlapping distinct authority that the FTC and DOJ have to challenge anti-competitive practices. Finally, we detail earnings from Vimeo, which projects only 4-8% of revenue growth in 2024 and Brightcove, whose projected 2024 revenue growth would be flat or slightly down over 2023.Podcast produced by Security Halt Media
Released:
Feb 25, 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.