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Innhold levert av Dan Rayburn. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dan Rayburn eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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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

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Innhold levert av Dan Rayburn. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dan Rayburn eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

  continue reading

111 episoder

Artwork
iconDel
 
Manage episode 405756112 series 3293405
Innhold levert av Dan Rayburn. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dan Rayburn eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

  continue reading

111 episoder

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